First Trust Mid Cap Growth AlphaDEX Fund
FNY
86 hedge funds and large institutions have $154M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 43 reducing their positions, and 11 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
0.45% less ownership
Funds ownership: 62.63% → 62.18% (-0.45%)
1% less capital invested
Capital invested by funds: $156M → $154M (-$1.67M)
9% less funds holding
Funds holding: 94 → 86 (-8)
51% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 43
64% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAWM
J. Arnold Wealth Management
Youngstown,
Ohio
|
+$9.63M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$1.59M |
| 3 |
Morgan Stanley
New York
|
+$561K |
| 4 |
CWA
Clarus Wealth Advisors
Peoria,
Arizona
|
+$502K |
| 5 |
BBA
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
+$466K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VRM
Vectors Research Management
New York
|
-$1.89M |
| 2 |
HC
HNP Capital
Rochester,
New York
|
-$1.86M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.72M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.46M |
| 5 |
PPG
Peak Planning Group
Centennial,
Colorado
|
-$1.45M |
FNY Hedge Fund Activity: Q3 2022 in Review
86 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) for Q3 2022, worth a combined $154M — down 1.1% from $156M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of FNY and 4 opened new positions — a net loss of 7 holders — while 43 trimmed existing stakes and 21 added.
The largest buyer was J. Arnold Wealth Management, opening a new position worth an estimated $9.63M. The largest seller was Vectors Research Management, exiting entirely with an estimated $1.89M sold.
- 86 institutional investors held First Trust Mid Cap Growth AlphaDEX Fund (FNY) as of Q3 2022, down from 94 in Q2 2022.
- Funds reported $154M of First Trust Mid Cap Growth AlphaDEX Fund stock for Q3 2022, down 1.1% quarter-over-quarter.
- 4 funds opened new First Trust Mid Cap Growth AlphaDEX Fund positions in Q3 2022 and 11 closed out, a net change of -7 holders.
- The largest First Trust Mid Cap Growth AlphaDEX Fund buyer in Q3 2022 was J. Arnold Wealth Management, an estimated $9.63M added.
- The largest First Trust Mid Cap Growth AlphaDEX Fund seller in Q3 2022 was Vectors Research Management, an estimated $1.89M sold.
Based on aggregated 13F filings for Q3 2022.