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First Trust Technology AlphaDEX Fund

152 hedge funds and large institutions have $1.54B invested in First Trust Technology AlphaDEX Fund in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 67 increasing their positions, 50 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

34% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 50

7% more capital invested

Capital invested by funds: $1.44B → $1.54B (+$106M)

6.65% more ownership

Funds ownership: 77.43%84.08% (+6.6%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 155152 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $602K

Holders
152
Holders Change
-3
Holders Change %
-1.94%
% of All Funds
3.48%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.25%
New
14
Increased
67
Reduced
50
Closed
15
Calls
Puts
$602K
Net Calls
-$602K
Net Calls Change
-$602K
Name Holding Trade Value Shares
Change
Change in
Stake
FI
51
FormulaFolio Investments
Michigan
$2.03M +$2.04M +36,156 New
SWM
52
Segment Wealth Management
Texas
$1.97M +$1.98M +34,950 New
IWM
53
IHT Wealth Management
Illinois
$1.96M -$14.2K -251 -0.7%
BFA
54
Beaumont Financial Advisors
Massachusetts
$1.91M -$1.08M -19,131 -36%
DWA
55
Dorsey Wright & Associates
California
$1.87M -$31.1K -550 -2%
CS
56
Credit Suisse
Switzerland
$1.84M -$85.6K -1,514 -4%
MWM
57
MinichMacGregor Wealth Management
New York
$1.84M +$670K +11,852 +58%
IA
58
IFP Advisors
Florida
$1.67M +$72.9K +1,290 +5%
DBRC
59
D.B. Root & Company
Pennsylvania
$1.58M -$69.8K -1,234 -4%
SI
60
Stephens Inc
Arkansas
$1.55M -$158K -2,798 -9%
JP Morgan Chase
61
JP Morgan Chase
New York
$1.51M -$40.3K -713 -3%
Citadel Advisors
62
Citadel Advisors
Florida
$1.49M -$428K -7,573 -22%
SFI
63
SPC Financial Inc
Maryland
$1.44M -$186K -3,295 -11%
US Bancorp
64
US Bancorp
Minnesota
$1.41M +$196K +3,474 +16%
HighTower Advisors
65
HighTower Advisors
Illinois
$1.21M -$1.47K -26 -0.1%
OC
66
Oppenheimer & Co
New York
$1.18M -$237K -4,189 -17%
JIP
67
Jaffetilchin Investment Partners
Florida
$1.17M -$35.2K -623 -3%
VF
68
Virtu Financial
New York
$1.16M -$2.18M -38,532 -65%
SAM
69
SignalPoint Asset Management
Missouri
$1.13M +$136K +2,401 +14%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$1.13M -$6.33K -112 -0.6%
SG
71
StoneX Group
New York
$1.01M +$70.7K +1,251 +7%
WF
72
WealthTrust Fairport
Ohio
$1M +$2.66K +47 +0.3%
HGWM
73
Harvest Group Wealth Management
Massachusetts
$998K +$5.65K +100 +0.6%
BRF
74
B. Riley Financial
California
$975K -$490K -8,663 -34%
HIIFS
75
Harel Insurance Investments & Financial Services
Israel
$929K +$396K +7,010 +74%