First Trust Mid Cap Growth AlphaDEX Fund
FNY
16 hedge funds and large institutions have $18.4M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
8% more capital invested
Capital invested by funds: $17M → $18.4M (+$1.34M)
7% more funds holding
Funds holding: 15 → 16 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.42M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$611K |
| 3 |
LPL Financial
San Diego,
California
|
+$257K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$255K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$199K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$991K |
| 2 |
Morgan Stanley
New York
|
-$497K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$191K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$47.8K |
| 5 |
TT
Tower Trust
Fort Wayne,
Indiana
|
-$10.2K |
FNY Hedge Fund Activity: Q1 2014 in Review
16 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) for Q1 2014, worth a combined $18.4M — up 7.9% from $17M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new FNY positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.42M. The largest seller was VSR Financial Services, exiting entirely with an estimated $991K sold.
- 16 institutional investors held First Trust Mid Cap Growth AlphaDEX Fund (FNY) as of Q1 2014, up from 15 in Q4 2013.
- Funds reported $18.4M of First Trust Mid Cap Growth AlphaDEX Fund stock for Q1 2014, up 7.9% quarter-over-quarter.
- 2 funds opened new First Trust Mid Cap Growth AlphaDEX Fund positions in Q1 2014 and 1 closed out, a net change of +1 holder.
- The largest First Trust Mid Cap Growth AlphaDEX Fund buyer in Q1 2014 was Susquehanna International Group, an estimated $1.42M added.
- The largest First Trust Mid Cap Growth AlphaDEX Fund seller in Q1 2014 was VSR Financial Services, an estimated $991K sold.
Based on aggregated 13F filings for Q1 2014.