First Trust Mid Cap Growth AlphaDEX Fund
FNY
102 hedge funds and large institutions have $269M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 7 closing their positions.
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
33% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 27
9% more funds holding
Funds holding: 94 → 102 (+8)
4% more capital invested
Capital invested by funds: $258M → $269M (+$10.4M)
0.88% more ownership
Funds ownership: 71.28% → 72.16% (+0.88%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.03M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$3.04M |
| 3 |
Morgan Stanley
New York
|
+$2.98M |
| 4 |
JSL
JT Stratford LLC
Gainesville,
Georgia
|
+$1.46M |
| 5 |
P
&Partners
Nashville,
Tennessee
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.28M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.17M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.46M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$727K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$618K |
FNY Hedge Fund Activity: Q4 2024 in Review
102 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) for Q4 2024, worth a combined $269M — up 4% from $258M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FNY positions and 7 closed out — a net gain of 11 holders — while 36 added to existing stakes and 27 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.03M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $5.28M.
- 102 institutional investors held First Trust Mid Cap Growth AlphaDEX Fund (FNY) as of Q4 2024, up from 94 in Q3 2024.
- Funds reported $269M of First Trust Mid Cap Growth AlphaDEX Fund stock for Q4 2024, up 4% quarter-over-quarter.
- 18 funds opened new First Trust Mid Cap Growth AlphaDEX Fund positions in Q4 2024 and 7 closed out, a net change of +11 holders.
- The largest First Trust Mid Cap Growth AlphaDEX Fund buyer in Q4 2024 was LPL Financial, an estimated $5.03M added.
- The largest First Trust Mid Cap Growth AlphaDEX Fund seller in Q4 2024 was Cambridge Investment Research Advisors, an estimated $5.28M sold.
Based on aggregated 13F filings for Q4 2024.