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First Trust Technology AlphaDEX Fund

86 hedge funds and large institutions have $571M invested in First Trust Technology AlphaDEX Fund in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 14

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

17% more capital invested

Capital invested by funds: $486M → $571M (+$84.5M)

10% more funds holding

Funds holding: 7886 (+8)

0.88% more ownership

Funds ownership: 63.88%64.76% (+0.88%)

Holders
86
Holders Change
+8
Holders Change %
+10.26%
% of All Funds
2.32%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
17
Increased
51
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
WESPAC Advisors
California
$2.41M +$416K +11,401 +20%
DADC
27
D.A. Davidson & Co
Montana
$2.27M +$113K +3,090 +5%
Jane Street
28
Jane Street
New York
$2.08M -$757K -20,730 -26%
ONB
29
Old National Bancorp
Indiana
$2M -$252K -6,908 -11%
FAAS
30
First Allied Advisory Services
California
$1.75M +$104K +2,849 +6%
BRWM
31
B. Riley Wealth Management
Tennessee
$1.52M +$65.9K +1,805 +4%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$1.51M +$1.28M +35,167 +479%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$1.33M +$1.1M +30,234 +406%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.32M +$333K +9,117 +32%
SI
35
Stephens Inc
Arkansas
$1.31M -$1.9M -52,060 -58%
Mirae Asset Global Investments
36
Mirae Asset Global Investments
South Korea
$1.28M +$511K +14,000 +63%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.25M +$137K +3,758 +12%
MFS
38
MSI Financial Services
Massachusetts
$1.25M +$100K +2,750 +8%
OC
39
Oppenheimer & Co
New York
$1.22M +$970K +26,569 +330%
VFS
40
VSR Financial Services
Kansas
$1.15M +$18.7K +511 +2%
HFS
41
HL Financial Services
Kentucky
$1.11M +$147K +4,034 +15%
Citigroup
42
Citigroup
New York
$1.04M +$868K +23,767 +412%
AIG
43
American International Group
New York
$1.04M +$261K +7,143 +32%
Ameriprise
44
Ameriprise
Minnesota
$985K +$231K +6,327 +30%
NPC
45
National Planning Corporation
California
$901K +$500K +13,700 +108%
VAM
46
Visionary Asset Management
Texas
$867K +$895K +24,518 New
RPG
47
Risk Paradigm Group
Texas
$862K +$81.8K +2,239 +10%
ACM
48
Argentus Capital Management
Texas
$840K +$90K +2,464 +12%
RIA
49
Regal Investment Advisors
Michigan
$762K -$60.1K -1,647 -7%
SS
50
Simplicity Solutions
Minnesota
$705K +$258K +7,065 +55%