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First Trust Technology AlphaDEX Fund
71 hedge funds and large institutions have $700M invested in First Trust Technology AlphaDEX Fund in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
71% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 21
13% more capital invested
Capital invested by funds: $620M → $700M (+$79.7M)
7.63% more ownership
Funds ownership: 71.15% → 78.78% (+7.6%)
1% more funds holding
Funds holding: 70 → 71 (+1)
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
12
Increased
36
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$21.6M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$5.27M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$2.95M |
| 4 |
SG Americas Securities
New York
|
-$2.24M |
| 5 |
VF
Virtu Financial
New York
|
-$1.86M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
76
Shamrock Asset Management
Dallas,
Texas
| – | -$1.32M | -40,258 | Closed |
|
|
JG
77
Jefferies Group
New York
| – | -$912K | -28,042 | Closed |
|
|
FHA
78
First Horizon Advisors
Memphis,
Tennessee
| – | -$365K | -11,225 | Closed |
|
|
IPC
79
Independent Portfolio Consultants
Boca Raton,
Florida
| – | -$105K | -3,230 | Closed |
|
|
AP
80
Advisors Preferred
Rockville,
Maryland
| – | -$84.7K | -2,606 | Closed |
|
81
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$47K | -1,432 | Closed |
|
|
AC
82
Alexandria Capital
Arlington,
Virginia
| – | -$23K | -709 | Closed |
|