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First Trust Technology AlphaDEX Fund

87 hedge funds and large institutions have $919M invested in First Trust Technology AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

264% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 14

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

31% more capital invested

Capital invested by funds: $700M → $919M (+$219M)

23% more funds holding

Funds holding: 7187 (+16)

9.31% less ownership

Funds ownership: 78.78%69.47% (-9.3%)

Holders
87
Holders Change
+16
Holders Change %
+22.54%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
19
Increased
51
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
SignalPoint Asset Management
Missouri
$2.43M +$36.5K +1,107 +2%
Goldman Sachs
27
Goldman Sachs
New York
$2.26M +$1.59M +48,173 +277%
ONB
28
Old National Bancorp
Indiana
$2.25M -$240K -7,281 -10%
DADC
29
D.A. Davidson & Co
Montana
$1.97M +$202K +6,130 +12%
BRWM
30
B. Riley Wealth Management
Tennessee
$1.96M -$194K -5,876 -9%
VKH
31
Virtu KCG Holdings
New York
$1.9M +$1.81M +54,996 New
NA
32
Navellier & Associates
Nevada
$1.74M +$224K +6,815 +16%
SI
33
Stephens Inc
Arkansas
$1.64M +$452K +13,727 +41%
SS
34
Simplicity Solutions
Minnesota
$1.57M +$1.5M +45,620 New
PFS
35
Prospera Financial Services
Texas
$1.51M +$1.01M +30,703 +235%
BCM
36
Barometer Capital Management
Ontario, Canada
$1.31M
FAAS
37
First Allied Advisory Services
California
$1.2M +$117K +3,556 +11%
VAM
38
Visionary Asset Management
Texas
$1.16M +$1.09M +33,234 +13,565%
VFS
39
VSR Financial Services
Kansas
$1.08M +$295K +8,946 +40%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.02M +$547K +16,599 +128%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$963K +$77.2K +2,345 +9%
MFS
42
MSI Financial Services
Massachusetts
$937K +$182K +5,531 +26%
HFS
43
HL Financial Services
Kentucky
$866K +$128K +3,901 +18%
RIA
44
Regal Investment Advisors
Michigan
$801K +$66 +2 +0%
SG Americas Securities
45
SG Americas Securities
New York
$784K +$748K +22,714 New
CAM
46
Concorde Asset Management
Michigan
$748K +$714K +21,672 New
CS
47
Credit Suisse
Switzerland
$718K +$328K +9,958 +92%
PAG
48
Private Advisor Group
New Jersey
$668K +$211K +6,409 +49%
ACM
49
Argentus Capital Management
Texas
$630K +$184K +5,578 +44%
Ameriprise
50
Ameriprise
Minnesota
$612K +$161K +4,883 +38%