First Trust Mid Cap Growth AlphaDEX Fund
FNY
31 hedge funds and large institutions have $71.7M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 2 closing their positions.
433% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 3
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
137% more capital inflows, than outflows
Capital inflows: $12.2M | Capital outflows: $5.15M
15% more funds holding
Funds holding: 27 → 31 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$4.61M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.61M |
| 3 |
Morgan Stanley
New York
|
+$1.58M |
| 4 |
Confluence Investment Management
St. Louis,
Missouri
|
+$525K |
| 5 |
LPL Financial
San Diego,
California
|
+$438K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.13M |
| 2 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$2.04M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$732K |
| 4 |
Goldman Sachs
New York
|
-$121K |
| 5 |
KCM Investment Advisors
Greenbrae,
California
|
-$121K |
FNY Hedge Fund Activity: Q3 2015 in Review
31 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) for Q3 2015, worth a combined $71.7M — up 1.1% from $70.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FNY positions and 2 closed out — a net gain of 5 holders — while 16 added to existing stakes and 3 trimmed.
The largest buyer was Transamerica Financial Advisors, adding an estimated $4.61M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.13M sold.
- 31 institutional investors held First Trust Mid Cap Growth AlphaDEX Fund (FNY) as of Q3 2015, up from 27 in Q2 2015.
- Funds reported $71.7M of First Trust Mid Cap Growth AlphaDEX Fund stock for Q3 2015, up 1.1% quarter-over-quarter.
- 7 funds opened new First Trust Mid Cap Growth AlphaDEX Fund positions in Q3 2015 and 2 closed out, a net change of +5 holders.
- The largest First Trust Mid Cap Growth AlphaDEX Fund buyer in Q3 2015 was Transamerica Financial Advisors, an estimated $4.61M added.
- The largest First Trust Mid Cap Growth AlphaDEX Fund seller in Q3 2015 was Susquehanna International Group, an estimated $2.13M sold.
Based on aggregated 13F filings for Q3 2015.