FXL icon

First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

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.

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
–

Top Buyers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$285M
2
BTS
2
BB&T Securities
Virginia
$80.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$53.4M
4
HA
4
Hays Advisory
Tennessee
$20.1M
5
PPA
5
Parametric Portfolio Associates
Washington
$42.4M

Top Sellers

1
FA
1
FDx Advisors
Illinois
$1.87M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.1M
3
AssetMark Inc
3
AssetMark Inc
California
$13K
4
AP
4
Advisors Preferred
Maryland
$202K
5
FIM
5
Fernwood Investment Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.8M 57,894 +41,868 +261%
FHA
27
First Horizon Advisors
Tennessee
$1.72M 55,541 +55,541 New
CS
28
Credit Suisse
Switzerland
$1.21M 38,846 +6,230 +19%
DADC
29
D.A. Davidson & Co
Montana
$1.13M 36,295 +18,350 +102%
Jane Street
30
Jane Street
New York
$1.06M 34,144 +34,144 New
BCM
31
Barometer Capital Management
Ontario, Canada
$1.03M 32,900 +32,900 New
PAG
32
Private Advisor Group
New Jersey
$1.02M 32,586 +6,895 +27%
VFS
33
VSR Financial Services
Kansas
$771K 24,724 +1,061 +4%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$719K 23,057 +10,452 +83%
FHC
35
First Heartland Consultants
Missouri
$699K 22,416 +220 +1%
RIA
36
Regal Investment Advisors
Michigan
$691K 22,168 +22,168 New
VKH
37
Virtu KCG Holdings
New York
$647K 20,769 +20,769 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$579K 18,580 +18,580 New
SI
39
Stephens Inc
Arkansas
$562K 18,020 +18,020 New
Creative Planning
40
Creative Planning
Kansas
$561K 18,000 +18,000 New
PFS
41
Prospera Financial Services
Texas
$552K 17,707 +5,670 +47%
ACM
42
Aviance Capital Management
Florida
$545K 17,490 +12,238 +233%
SAM
43
Shamrock Asset Management
Texas
$445K 14,268 +4,260 +43%
MFS
44
MSI Financial Services
Massachusetts
$424K 13,595 +5,740 +73%
BIT
45
BlackRock Institutional Trust
California
$418K 13,400 +13,400 New
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$379K 12,112 -1,154 -9%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$350K 11,225 +845 +8%
VAM
48
Visionary Asset Management
Texas
$344K 11,047 +11,047 New
NA
49
Navellier & Associates
Nevada
$303K 9,718 +1,133 +13%
FAAS
50
First Allied Advisory Services
California
$294K 9,454 +9,454 New
1
2
3