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First Trust Technology AlphaDEX Fund

44 hedge funds and large institutions have $382M invested in First Trust Technology AlphaDEX Fund in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

35% more capital invested

Capital invested by funds: $283M → $382M (+$99.2M)

1.82% more ownership

Funds ownership: 68.84%70.66% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

2% less funds holding

Funds holding: 4544 (-1)

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
22
Reduced
11
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$478K +$67.8K +2,414 +18%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$390K +$229K +8,168 +160%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$376K +$354K +12,605 New
PFS
29
Prospera Financial Services
Texas
$359K -$747K -26,598 -69%
First Trust Advisors
30
First Trust Advisors
Illinois
$331K -$276K -9,828 -47%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$310K +$26.2K +932 +10%
SAM
32
Shamrock Asset Management
Texas
$299K +$281K +10,008 New
FIM
33
Fernwood Investment Management
Massachusetts
$294K +$277K +9,850 New
NA
34
Navellier & Associates
Nevada
$256K -$61.4M -2,185,817 -100%
MFS
35
MSI Financial Services
Massachusetts
$234K +$221K +7,855 New
ACM
36
Aviance Capital Management
Florida
$157K -$19.6K -698 -12%
WEC
37
Winslow Evans & Crocker
Massachusetts
$132K +$124K +4,418 New
AIG
38
American International Group
New York
$105K +$6.49K +231 +7%
WA
39
WFG Advisors
Texas
$94K +$42.9K +1,526 +95%
ASN
40
Advisory Services Network
Georgia
$27K +$25.6K +913 New
AC
41
Alexandria Capital
Virginia
$21K
Deutsche Bank
42
Deutsche Bank
Germany
$13K -$5.67K -202 -32%
US Bancorp
43
US Bancorp
Minnesota
$11K +$10.3K +368 New
FFC
44
First Financial Corp
Indiana
$9K -$70.2K -2,500 -89%
SG Americas Securities
45
SG Americas Securities
New York
-$6.88M -252,978 Closed
Citigroup
46
Citigroup
New York
-$1.36M -50,000 Closed
VF
47
Virtu Financial
New York
-$637K -23,453 Closed
VAM
48
Visionary Asset Management
Texas
-$267K -10,326 Closed
RIA
49
Regal Investment Advisors
Michigan
-$280K -10,297 Closed
Comerica Bank
50
Comerica Bank
Texas
-$234K -8,593 Closed