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First Trust Technology AlphaDEX Fund

138 hedge funds and large institutions have $1.26B invested in First Trust Technology AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 52 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

250% more capital invested

Capital invested by funds: $361M → $1.26B (+$902M)

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

86% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 28

31% more funds holding

Funds holding: 105138 (+33)

22.4% more ownership

Funds ownership: 54.68%77.08% (+22%)

Holders
138
Holders Change
+33
Holders Change %
+31.43%
% of All Funds
3.13%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
44
Increased
52
Reduced
28
Closed
11
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$5.49M +$710K +13,924 +15%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$5.08M +$3.95M +77,492 +360%
GFPC
28
Global Financial Private Capital
Florida
$4.58M -$759K -14,879 -14%
Stifel Financial
29
Stifel Financial
Missouri
$4.52M +$3.23M +63,348 +258%
HA
30
Hays Advisory
Tennessee
$4.14M -$1.3M -25,444 -24%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$4.12M +$376K +7,378 +10%
NA
32
NewEdge Advisors
Louisiana
$3.98M +$3.73M +73,233 New
GA
33
Gateway Advisory
New Jersey
$3.44M +$3.41M +66,928 New
TFA
34
Transamerica Financial Advisors
Florida
$3.44M +$3.41M +66,931 New
BTS
35
BB&T Securities
Virginia
$2.83M +$1.57M +30,731 +126%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$2.81M +$649K +12,728 +30%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$2.65M -$37.4K -733 -1%
Goldman Sachs
38
Goldman Sachs
New York
$2.57M -$37.9K -743 -1%
CWM
39
Cornerstone Wealth Management
Missouri
$2.39M +$71.5K +1,402 +3%
WI
40
Wintrust Investments
Illinois
$2.31M +$245K +4,807 +12%
AG
41
Advisor Group
Arizona
$2.3M +$592K +11,611 +35%
FAAS
42
First Allied Advisory Services
California
$2.19M +$487K +9,547 +29%
ASN
43
Advisory Services Network
Georgia
$2.17M +$2.06M +40,434 +2,103%
AI
44
Atria Investments
North Carolina
$2.1M -$207K -4,067 -9%
BFA
45
Beaumont Financial Advisors
Massachusetts
$2.07M -$355K -6,967 -15%
IWM
46
IHT Wealth Management
Illinois
$2M +$44.7K +877 +2%
KWM
47
Kingsview Wealth Management
Oregon
$1.78M +$933K +18,302 +112%
LFAS
48
Level Four Advisory Services
Texas
$1.76M -$23.4K -459 -1%
DWA
49
Dorsey Wright & Associates
California
$1.75M +$1.74M +34,124 New
PFS
50
Prospera Financial Services
Texas
$1.75M +$680K +13,340 +68%