First Trust Mid Cap Growth AlphaDEX Fund
FNY
18 hedge funds and large institutions have $19.7M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
13% more funds holding
Funds holding: 16 → 18 (+2)
7% more capital invested
Capital invested by funds: $18.4M → $19.7M (+$1.29M)
1.88% more ownership
Funds ownership: 43.32% → 45.19% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$788K |
| 2 |
ONB
Old National Bancorp
Evansville,
Indiana
|
+$674K |
| 3 |
LPL Financial
San Diego,
California
|
+$499K |
| 4 |
Morgan Stanley
New York
|
+$397K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$292K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$652K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$357K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$244K |
| 4 |
Goldman Sachs
New York
|
-$111K |
| 5 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$1.64K |
FNY Hedge Fund Activity: Q2 2014 in Review
18 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) for Q2 2014, worth a combined $19.7M — up 7% from $18.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FNY positions and 1 closed out — a net gain of 3 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was Wells Fargo, adding an estimated $788K. The largest seller was Susquehanna International Group, cutting an estimated $652K.
- 18 institutional investors held First Trust Mid Cap Growth AlphaDEX Fund (FNY) as of Q2 2014, up from 16 in Q1 2014.
- Funds reported $19.7M of First Trust Mid Cap Growth AlphaDEX Fund stock for Q2 2014, up 7% quarter-over-quarter.
- 4 funds opened new First Trust Mid Cap Growth AlphaDEX Fund positions in Q2 2014 and 1 closed out, a net change of +3 holders.
- The largest First Trust Mid Cap Growth AlphaDEX Fund buyer in Q2 2014 was Wells Fargo, an estimated $788K added.
- The largest First Trust Mid Cap Growth AlphaDEX Fund seller in Q2 2014 was Susquehanna International Group, an estimated $652K sold.
Based on aggregated 13F filings for Q2 2014.