First Trust Mid Cap Growth AlphaDEX Fund (FNY)

• Market cap: $373M
• 1 day: 0.92%
• 5 days: -4.32%
• 1 month: -3.95%
• 3 months: 2.18%
• 6 months: 11.27%
• Year to date: 20.58%
• 1 year: 20.92%
• 5 years: 68.71%
• 10 years: 174.29%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

0% more funds holding

Funds holding: 93 [Q2] → 93 (+0) [Q3]

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2% less capital invested

Capital invested by funds: $263M [Q2] → $258M (-$5.13M) [Q3]

8.28% less ownership

Funds ownership: 79.45% [Q2] → 71.18% (-8.28%) [Q3]

44% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 41