We are live on ! Find out more
FXL icon

First Trust Technology AlphaDEX Fund

63 hedge funds and large institutions have $720M invested in First Trust Technology AlphaDEX Fund in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 2

357% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more capital invested

Capital invested by funds: $382M → $720M (+$338M)

43% more funds holding

Funds holding: 4463 (+19)

6.67% more ownership

Funds ownership: 70.66%77.33% (+6.7%)

Holders
63
Holders Change
+19
Holders Change %
+43.18%
% of All Funds
1.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
21
Increased
32
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.8M +$1.29M +41,868 +261%
FHA
27
First Horizon Advisors
Tennessee
$1.72M +$1.71M +55,541 New
CS
28
Credit Suisse
Switzerland
$1.21M +$191K +6,230 +19%
DADC
29
D.A. Davidson & Co
Montana
$1.13M +$564K +18,350 +102%
Jane Street
30
Jane Street
New York
$1.06M +$1.05M +34,144 New
BCM
31
Barometer Capital Management
Ontario, Canada
$1.02M +$1.01M +32,900 New
PAG
32
Private Advisor Group
New Jersey
$1.02M +$212K +6,895 +27%
VFS
33
VSR Financial Services
Kansas
$771K +$32.6K +1,061 +4%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$719K +$321K +10,452 +83%
FHC
35
First Heartland Consultants
Missouri
$699K +$6.76K +220 +1%
RIA
36
Regal Investment Advisors
Michigan
$691K +$681K +22,168 New
VKH
37
Virtu KCG Holdings
New York
$647K +$638K +20,769 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$579K +$571K +18,580 New
SI
39
Stephens Inc
Arkansas
$562K +$554K +18,020 New
Creative Planning
40
Creative Planning
Kansas
$561K +$553K +18,000 New
PFS
41
Prospera Financial Services
Texas
$552K +$174K +5,670 +47%
ACM
42
Aviance Capital Management
Florida
$545K +$376K +12,238 +233%
SAM
43
Shamrock Asset Management
Texas
$445K +$131K +4,260 +43%
MFS
44
MSI Financial Services
Massachusetts
$424K +$176K +5,740 +73%
BIT
45
BlackRock Institutional Trust
California
$418K +$412K +13,400 New
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$379K -$35.5K -1,154 -9%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$350K +$26K +845 +8%
VAM
48
Visionary Asset Management
Texas
$344K +$339K +11,047 New
NA
49
Navellier & Associates
Nevada
$303K +$34.8K +1,133 +13%
FAAS
50
First Allied Advisory Services
California
$294K +$290K +9,454 New