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First Trust Technology AlphaDEX Fund

96 hedge funds and large institutions have $335M invested in First Trust Technology AlphaDEX Fund in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

26% more funds holding

Funds holding: 7696 (+20)

24% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 25

14% more capital invested

Capital invested by funds: $293M → $335M (+$42.1M)

1.8% more ownership

Funds ownership: 55.98%57.78% (+1.8%)

Holders
96
Holders Change
+20
Holders Change %
+26.32%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
31
Increased
31
Reduced
25
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
26
MSI Financial Services
Massachusetts
$1.48M +$42.9K +1,156 +3%
CWM
27
Cornerstone Wealth Management
Missouri
$1.46M +$1.42M +38,276 New
DADC
28
D.A. Davidson & Co
Montana
$1.43M -$18.3K -493 -1%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$1.42M +$153K +4,123 +12%
LFAS
30
Level Four Advisory Services
Texas
$1.31M +$1.28M +34,453 New
AI
31
Atria Investments
North Carolina
$1.27M +$92.6K +2,499 +8%
WI
32
Wintrust Investments
Illinois
$1.26M -$257K -6,941 -17%
SB
33
Suntrust Banks
Georgia
$953K +$933K +25,161 New
Creative Planning
34
Creative Planning
Kansas
$910K +$890K +24,000 New
Baird Financial Group
35
Baird Financial Group
Wisconsin
$869K +$850K +22,925 New
Ameriprise
36
Ameriprise
Minnesota
$850K -$2.31M -62,249 -74%
JIP
37
Jaffetilchin Investment Partners
Florida
$842K +$54.1K +1,460 +7%
AG
38
Advisor Group
Arizona
$816K +$225K +6,058 +39%
OC
39
Oppenheimer & Co
New York
$752K -$262K -7,061 -26%
CS
40
Credit Suisse
Switzerland
$744K +$214K +5,783 +42%
BTS
41
BB&T Securities
Virginia
$712K
IA
42
IFP Advisors
Florida
$681K -$12.7K -343 -2%
HighTower Advisors
43
HighTower Advisors
Illinois
$669K +$87.1K +2,350 +15%
FAAS
44
First Allied Advisory Services
California
$656K +$134K +3,607 +26%
RPG
45
Risk Paradigm Group
Texas
$651K +$47.1K +1,270 +8%
Citadel Advisors
46
Citadel Advisors
Florida
$633K +$144K +3,892 +30%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$575K -$7.34K -198 -1%
FTUS
48
Flow Traders U.S.
New York
$538K +$523K +14,103 +16,992%
FA
49
FDx Advisors
Illinois
$508K +$497K +13,411 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$495K -$1.63K -44 -0.3%