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First Trust Technology AlphaDEX Fund

87 hedge funds and large institutions have $497M invested in First Trust Technology AlphaDEX Fund in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

8% more capital invested

Capital invested by funds: $461M → $497M (+$36.2M)

6% more funds holding

Funds holding: 8287 (+5)

3.75% more ownership

Funds ownership: 68.24%72% (+3.8%)

Holders
87
Holders Change
+5
Holders Change %
+6.1%
% of All Funds
2.28%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.1%
New
16
Increased
36
Reduced
28
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
51
Jaffetilchin Investment Partners
Florida
$581K +$2.12K +63 +0.4%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$517K +$523K +15,540 New
CPIG
53
Chicago Partners Investment Group
Illinois
$505K +$511K +15,189 New
SPC
54
Sigma Planning Corp
Michigan
$478K +$484K +14,394 New
Millennium Management
55
Millennium Management
New York
$476K +$481K +14,313 New
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$470K -$544K -16,159 -53%
SS
57
Simplicity Solutions
Minnesota
$460K -$137K -4,069 -23%
RIA
58
Regal Investment Advisors
Michigan
$446K -$230K -6,827 -34%
NPC
59
National Planning Corporation
California
$418K +$32.8K +976 +7%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$404K +$409K +12,154 New
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$371K +$3.8K +113 +1%
CA
62
Cetera Advisors
Colorado
$346K -$27.1K -806 -7%
CAM
63
Concorde Asset Management
Michigan
$336K -$99.3K -2,953 -23%
IH
64
IFC Holdings
Florida
$318K +$21.8K +649 +7%
AFP
65
Ausdal Financial Partners
Iowa
$264K +$267K +7,947 New
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$244K -$85.3K -2,535 -26%
M&T Bank
67
M&T Bank
New York
$230K -$1.11K -33 -0.5%
BA
68
BKS Advisors
Michigan
$222K -$3.4K -101 -1%
ICOA
69
Investment Centers of America
North Dakota
$218K -$107K -3,167 -33%
FI
70
FormulaFolio Investments
Michigan
$208K +$210K +6,247 New
WI
71
WBI Investments
New Jersey
$202K +$204K +6,062 New
Bessemer Group
72
Bessemer Group
New Jersey
$138K
AIM
73
Advantage Investment Management
Iowa
$135K +$6.42K +191 +5%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$131K -$50.8K -1,509 -28%
WA
75
WFG Advisors
Texas
$109K -$5.68K -169 -5%