First Trust Mid Cap Growth AlphaDEX Fund
FNY
18 hedge funds and large institutions have $23.3M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 2 closing their positions.
900% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 1
19% more capital invested
Capital invested by funds: $19.7M → $23.3M (+$3.68M)
5.91% more ownership
Funds ownership: 45.19% → 51.1% (+5.9%)
0% more funds holding
Funds holding: 18 → 18 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.44M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$627K |
| 3 |
LPL Financial
San Diego,
California
|
+$554K |
| 4 |
M&T Bank
Buffalo,
New York
|
+$299K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$177K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.66M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$58.7K |
| 3 |
AIG
American International Group
New York
|
-$7.28K |
FNY Hedge Fund Activity: Q3 2014 in Review
18 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) for Q3 2014, worth a combined $23.3M — up 19% from $19.7M a quarter earlier.
Fund positioning in FNY was balanced in Q3 2014: 2 funds opened new positions, 2 closed out, 10 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.44M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.66M sold.
- 18 institutional investors held First Trust Mid Cap Growth AlphaDEX Fund (FNY) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $23.3M of First Trust Mid Cap Growth AlphaDEX Fund stock for Q3 2014, up 19% quarter-over-quarter.
- 2 funds opened new First Trust Mid Cap Growth AlphaDEX Fund positions in Q3 2014 and 2 closed out, a net change of 0 holders.
- The largest First Trust Mid Cap Growth AlphaDEX Fund buyer in Q3 2014 was Morgan Stanley, an estimated $4.44M added.
- The largest First Trust Mid Cap Growth AlphaDEX Fund seller in Q3 2014 was Susquehanna International Group, an estimated $1.66M sold.
Based on aggregated 13F filings for Q3 2014.