We are live on ! Find out more
FXL icon

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
ACP
51
Aveo Capital Partners
Colorado
$475K +$465K +12,536 New
US Bancorp
52
US Bancorp
Minnesota
$453K +$182K +4,919 +70%
KF
53
Krilogy Financial
Missouri
$417K -$93.5K -2,522 -19%
BA
54
BKS Advisors
Michigan
$415K
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$409K +$400K +10,782 New
FHC
56
First Heartland Consultants
Missouri
$407K -$751K -20,255 -65%
VKH
57
Virtu KCG Holdings
New York
$401K -$127K -3,417 -24%
TRCT
58
Tower Research Capital (TRC)
New York
$380K +$371K +10,014 New
VAM
59
Visionary Asset Management
Texas
$380K +$372K +10,029 New
TSS
60
Two Sigma Securities
New York
$370K +$362K +9,753 New
IWM
61
IHT Wealth Management
Illinois
$366K +$356K +9,607 New
NPC
62
National Planning Corporation
California
$283K +$264K +7,130 New
IH
63
IFC Holdings
Florida
$280K -$177K -4,772 -39%
CC
64
Cedar Capital
Illinois
$280K -$98.3K -2,653 -26%
M&T Bank
65
M&T Bank
New York
$267K +$11.9K +321 +5%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$245K -$10.2K -276 -4%
VFPI
67
Vantage Financial Partners (Illinois)
Illinois
$243K +$237K +6,400 New
ONB
68
Old National Bancorp
Indiana
$235K
FIM
69
Freedom Investment Management
Connecticut
$225K -$781K -21,065 -78%
ICOA
70
Investment Centers of America
North Dakota
$209K -$19K -513 -9%
CA
71
Cetera Advisors
Colorado
$207K +$204K +5,509 New
GLA
72
Good Life Advisors
Pennsylvania
$203K +$196K +5,277 New
WA
73
WFG Advisors
Texas
$149K +$31.8K +859 +28%
Citigroup
74
Citigroup
New York
$136K -$1.11K -30 -0.8%
NFG
75
Next Financial Group
Texas
$126K +$7.19K +194 +6%