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First Trust Technology AlphaDEX Fund

186 hedge funds and large institutions have $1.66B invested in First Trust Technology AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 71 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 10

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

21% more capital invested

Capital invested by funds: $1.37B → $1.66B (+$285M)

13% more funds holding

Funds holding: 164186 (+22)

1.48% less ownership

Funds ownership: 77.58%76.11% (-1.5%)

11% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 71

Holders
186
Holders Change
+22
Holders Change %
+13.41%
% of All Funds
4.03%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.24%
New
37
Increased
63
Reduced
71
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$8.77M +$259K +4,298 +3%
GA
27
Gateway Advisory
New Jersey
$8.06M +$7.6M +126,150 New
NA
28
NewEdge Advisors
Louisiana
$7.4M +$481K +7,982 +7%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$7.05M -$610K -10,122 -8%
SAM
30
Shamrock Asset Management
Texas
$6.92M +$6.52M +108,233 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$6.69M +$5.1M +84,591 +421%
GFPC
32
Global Financial Private Capital
Florida
$6.23M -$597K -9,911 -9%
Stifel Financial
33
Stifel Financial
Missouri
$5.96M -$40.4K -670 -0.7%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$5.75M -$281K -4,662 -5%
AG
35
Advisor Group
Arizona
$4.79M +$561K +9,306 +14%
ASN
36
Advisory Services Network
Georgia
$4.12M -$127K -2,104 -3%
FEG
37
Financial Enhancement Group
Indiana
$3.74M -$2.21M -36,700 -39%
AI
38
Atria Investments
North Carolina
$3.19M -$57.7K -958 -2%
KWM
39
Kingsview Wealth Management
Oregon
$3.18M -$97.8K -1,623 -3%
BTS
40
BB&T Securities
Virginia
$2.98M +$315K +5,228 +13%
AA
41
Advisory Alpha
Michigan
$2.78M -$93K -1,544 -4%
Jane Street
42
Jane Street
New York
$2.77M -$4.02M -66,782 -61%
VCM
43
Virtue Capital Management
Tennessee
$2.6M +$1.63M +27,102 +201%
BCM
44
Barometer Capital Management
Ontario, Canada
$2.56M +$2.41M +40,000 New
IWM
45
IHT Wealth Management
Illinois
$2.48M -$26.2K -434 -1%
LFAS
46
Level Four Advisory Services
Texas
$2.46M +$51.3K +852 +2%
MWM
47
MinichMacGregor Wealth Management
New York
$2.42M +$2.24M +37,218 New
PGA
48
Premia Global Advisors
Florida
$2.41M +$1.01M +16,713 +79%
WI
49
Wintrust Investments
Illinois
$2.29M -$87.4K -1,451 -4%
AP
50
Atwood & Palmer
Missouri
$2.24M +$39.8K +660 +2%