First Trust Mid Cap Growth AlphaDEX Fund
FNY
94 hedge funds and large institutions have $156M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 52 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
2% more funds holding
Funds holding: 92 → 94 (+2)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.17% less ownership
Funds ownership: 62.8% → 62.63% (-0.17%)
23% less capital invested
Capital invested by funds: $202M → $156M (-$46.7M)
71% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.96M |
| 2 |
AWAG
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
+$1.13M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.04M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$680K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$564K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.89M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.62M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.64M |
| 4 |
Morgan Stanley
New York
|
-$1.48M |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$1.39M |
FNY Hedge Fund Activity: Q2 2022 in Review
94 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) for Q2 2022, worth a combined $156M — down 23% from $202M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FNY positions and 7 closed out — a net gain of 2 holders — while 15 added to existing stakes and 52 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $1.96M. The largest seller was LPL Financial, cutting an estimated $2.89M.
- 94 institutional investors held First Trust Mid Cap Growth AlphaDEX Fund (FNY) as of Q2 2022, up from 92 in Q1 2022.
- Funds reported $156M of First Trust Mid Cap Growth AlphaDEX Fund stock for Q2 2022, down 23% quarter-over-quarter.
- 9 funds opened new First Trust Mid Cap Growth AlphaDEX Fund positions in Q2 2022 and 7 closed out, a net change of +2 holders.
- The largest First Trust Mid Cap Growth AlphaDEX Fund buyer in Q2 2022 was Osaic Holdings, an estimated $1.96M added.
- The largest First Trust Mid Cap Growth AlphaDEX Fund seller in Q2 2022 was LPL Financial, an estimated $2.89M sold.
Based on aggregated 13F filings for Q2 2022.