First Trust Mid Cap Growth AlphaDEX Fund
FNY
120 hedge funds and large institutions have $347M invested in First Trust Mid Cap Growth AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 40 reducing their positions, and 8 closing their positions.
175% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 8
12% more funds holding
Funds holding: 107 → 120 (+13)
4% more capital invested
Capital invested by funds: $333M → $347M (+$14.5M)
0.46% more ownership
Funds ownership: 74.94% → 75.4% (+0.46%)
23% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$7.02M |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$4.86M |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$2.62M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.02M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$3.3M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$2.9M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.83M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$2.38M |
| 5 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$1.77M |
FNY Hedge Fund Activity: Q4 2025 in Review
120 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in First Trust Mid Cap Growth AlphaDEX Fund (FNY) for Q4 2025, worth a combined $347M — up 4.4% from $333M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new FNY positions and 8 closed out — a net gain of 14 holders — while 31 added to existing stakes and 40 trimmed.
The largest buyer was LPL Financial, adding an estimated $7.02M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $3.3M sold.
- 120 institutional investors held First Trust Mid Cap Growth AlphaDEX Fund (FNY) as of Q4 2025, up from 107 in Q3 2025.
- Funds reported $347M of First Trust Mid Cap Growth AlphaDEX Fund stock for Q4 2025, up 4.4% quarter-over-quarter.
- 22 funds opened new First Trust Mid Cap Growth AlphaDEX Fund positions in Q4 2025 and 8 closed out, a net change of +14 holders.
- The largest First Trust Mid Cap Growth AlphaDEX Fund buyer in Q4 2025 was LPL Financial, an estimated $7.02M added.
- The largest First Trust Mid Cap Growth AlphaDEX Fund seller in Q4 2025 was Synergy Asset Management, an estimated $3.3M sold.
Based on aggregated 13F filings for Q4 2025.