First Trust Mid Cap Growth AlphaDEX Fund
FNY
41 hedge funds and large institutions have $77.8M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 0 closing their positions.
28% more funds holding
Funds holding: 32 → 41 (+9)
27% more capital invested
Capital invested by funds: $61.1M → $77.8M (+$16.7M)
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
10.75% more ownership
Funds ownership: 57.62% → 68.37% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.61M |
| 2 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$1.24M |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$772K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$362K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$336K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$233K |
| 2 |
LPL Financial
San Diego,
California
|
-$213K |
| 3 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$144K |
| 4 |
Goldman Sachs
New York
|
-$129K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$72.6K |
FNY Hedge Fund Activity: Q4 2017 in Review
41 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) for Q4 2017, worth a combined $77.8M — up 27% from $61.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FNY positions and 0 closed out — a net gain of 9 holders — while 15 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.61M. The largest seller was Credit Suisse, cutting an estimated $233K.
- 41 institutional investors held First Trust Mid Cap Growth AlphaDEX Fund (FNY) as of Q4 2017, up from 32 in Q3 2017.
- Funds reported $77.8M of First Trust Mid Cap Growth AlphaDEX Fund stock for Q4 2017, up 27% quarter-over-quarter.
- 9 funds opened new First Trust Mid Cap Growth AlphaDEX Fund positions in Q4 2017 and 0 closed out, a net change of +9 holders.
- The largest First Trust Mid Cap Growth AlphaDEX Fund buyer in Q4 2017 was Morgan Stanley, an estimated $1.61M added.
- The largest First Trust Mid Cap Growth AlphaDEX Fund seller in Q4 2017 was Credit Suisse, an estimated $233K sold.
Based on aggregated 13F filings for Q4 2017.