First Trust Mid Cap Growth AlphaDEX Fund
FNY
112 hedge funds and large institutions have $322M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 40 reducing their positions, and 7 closing their positions.
186% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 7
13% more funds holding
Funds holding: 99 → 112 (+13)
2.61% more ownership
Funds ownership: 68.18% → 70.78% (+2.6%)
4% more capital invested
Capital invested by funds: $311M → $322M (+$11.2M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
25% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GAG
GM Advisory Group
Melville,
New York
|
+$24.6M |
| 2 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
+$7.33M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$1.01M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$875K |
| 5 |
LPL Financial
San Diego,
California
|
+$650K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAWM
J. Arnold Wealth Management
Youngstown,
Ohio
|
-$17.8M |
| 2 |
Morgan Stanley
New York
|
-$4.72M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.75M |
| 4 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$2.51M |
| 5 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$2.27M |
FNY Hedge Fund Activity: Q4 2021 in Review
112 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) for Q4 2021, worth a combined $322M — up 3.6% from $311M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FNY positions and 7 closed out — a net gain of 13 holders — while 30 added to existing stakes and 40 trimmed.
The largest buyer was GM Advisory Group, opening a new position worth an estimated $24.6M. The largest seller was J. Arnold Wealth Management, cutting an estimated $17.8M.
- 112 institutional investors held First Trust Mid Cap Growth AlphaDEX Fund (FNY) as of Q4 2021, up from 99 in Q3 2021.
- Funds reported $322M of First Trust Mid Cap Growth AlphaDEX Fund stock for Q4 2021, up 3.6% quarter-over-quarter.
- 20 funds opened new First Trust Mid Cap Growth AlphaDEX Fund positions in Q4 2021 and 7 closed out, a net change of +13 holders.
- The largest First Trust Mid Cap Growth AlphaDEX Fund buyer in Q4 2021 was GM Advisory Group, an estimated $24.6M added.
- The largest First Trust Mid Cap Growth AlphaDEX Fund seller in Q4 2021 was J. Arnold Wealth Management, an estimated $17.8M sold.
Based on aggregated 13F filings for Q4 2021.