First Trust Mid Cap Growth AlphaDEX Fund
FNY
37 hedge funds and large institutions have $44.3M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
53.65% more ownership
Funds ownership: 0% → 53.65% (+54%)
23% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 13
3% more funds holding
Funds holding: 36 → 37 (+1)
32% less capital inflows, than outflows
Capital inflows: $6.08M | Capital outflows: $8.89M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James & Associates
St Petersburg,
Florida
|
+$1.04M |
| 2 |
Jane Street
New York
|
+$805K |
| 3 |
KCM Investment Advisors
Greenbrae,
California
|
+$443K |
| 4 |
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$423K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$412K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.29M |
| 2 |
Morgan Stanley
New York
|
-$2.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.74M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.42M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$372K |
FNY Hedge Fund Activity: Q2 2016 in Review
37 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) for Q2 2016, worth a combined $44.3M — down 5.5% from $46.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FNY positions and 3 closed out — a net gain of 2 holders — while 16 added to existing stakes and 13 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $1.04M. The largest seller was LPL Financial, cutting an estimated $2.29M.
- 37 institutional investors held First Trust Mid Cap Growth AlphaDEX Fund (FNY) as of Q2 2016, up from 36 in Q1 2016.
- Funds reported $44.3M of First Trust Mid Cap Growth AlphaDEX Fund stock for Q2 2016, down 5.5% quarter-over-quarter.
- 5 funds opened new First Trust Mid Cap Growth AlphaDEX Fund positions in Q2 2016 and 3 closed out, a net change of +2 holders.
- The largest First Trust Mid Cap Growth AlphaDEX Fund buyer in Q2 2016 was Raymond James & Associates, an estimated $1.04M added.
- The largest First Trust Mid Cap Growth AlphaDEX Fund seller in Q2 2016 was LPL Financial, an estimated $2.29M sold.
Based on aggregated 13F filings for Q2 2016.