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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
SI
51
Stephens Inc
Arkansas
$1.69M +$918 +18 +0.1%
CF
52
Copperwynd Financial
Arizona
$1.63M +$1.62M +31,816 New
DBRC
53
D.B. Root & Company
Pennsylvania
$1.55M +$1.54M +30,251 New
IA
54
IFP Advisors
Florida
$1.46M +$134K +2,619 +10%
MWM
55
MinichMacGregor Wealth Management
New York
$1.44M +$1.43M +28,095 New
IH
56
IFC Holdings
Florida
$1.42M -$3.19M -62,632 -69%
OC
57
Oppenheimer & Co
New York
$1.41M +$369K +7,230 +36%
JP Morgan Chase
58
JP Morgan Chase
New York
$1.39M +$1.38M +27,000 New
SFI
59
SPC Financial Inc
Maryland
$1.39M +$1.38M +26,992 New
UCFA
60
United Capital Financial Advisors
Texas
$1.31M +$511K +10,022 +64%
VCM
61
Virtue Capital Management
Tennessee
$1.23M +$1.22M +23,954 New
BRF
62
B. Riley Financial
California
$1.19M +$212K +4,153 +22%
TRCT
63
Tower Research Capital (TRC)
New York
$1.13M -$72.4K -1,420 -6%
CS
64
Credit Suisse
Switzerland
$1.05M -$73.4K -1,440 -7%
HighTower Advisors
65
HighTower Advisors
Illinois
$1.02M +$52.2K +1,023 +5%
US Bancorp
66
US Bancorp
Minnesota
$992K +$70.8K +1,389 +8%
SAM
67
SignalPoint Asset Management
Missouri
$946K -$47.6K -933 -5%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$899K +$188K +3,692 +27%
HGWM
69
Harvest Group Wealth Management
Massachusetts
$891K +$885K +17,364 New
Citadel Advisors
70
Citadel Advisors
Florida
$777K +$338K +6,628 +78%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$776K
SG
72
StoneX Group
New York
$730K +$391K +7,671 +117%
WF
73
WealthTrust Fairport
Ohio
$729K +$725K +14,212 New
MOS
74
MGO One Seven
Ohio
$664K +$659K +12,936 New
FFS
75
Founders Financial Securities
Maryland
$645K +$640K +12,560 New