We are live on ! Find out more
FXL icon

First Trust Technology AlphaDEX Fund
FXL

87 hedge funds and large institutions have $919M invested in First Trust Technology AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

264% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 14

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

31% more capital invested

Capital invested by funds: $700M → $919M (+$219M)

23% more funds holding

Funds holding: 71 → 87 (+16)

9.31% less ownership

Funds ownership: 78.78% → 69.47% (-9.3%)

Holders
87
Holders Change
+16
Holders Change %
+22.54%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
19
Increased
51
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FSIM
F-Squared Investment Management
Massachusetts
+$65.5M
2
SAM
Shamrock Asset Management
Texas
+$23.2M
3
HA
Hays Advisory
Tennessee
+$20.8M
4
Wells Fargo
Wells Fargo
California
+$11.3M
5
PPA
Parametric Portfolio Associates
Washington
+$8.06M

Top Sellers

1
BFA
Beaumont Financial Advisors
Massachusetts
-$2.14M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
-$1.25M
3
BTS
BB&T Securities
Virginia
-$1.08M
4
NES
New England Securities
New York
-$814K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$794K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
76
Citigroup
New York
$64K +$57.4K +1,744 +1,744%
NFG
77
Next Financial Group
Texas
$60K +$40.5K +1,230 +236%
NES
78
New England Securities
New York
$42K -$814K -24,726 -95%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$42K -$3.62K -110 -8%
MAS
80
Madden Advisory Services
Florida
$29K +$8.4K +255 +43%
AssetMark Inc
81
AssetMark Inc
California
$22K +$4.68K +142 +29%
FFC
82
First Financial Corp
Indiana
$18K – – –
Deutsche Bank
83
Deutsche Bank
Germany
$16K +$1.68K +51 +12%
WTB
84
Washington Trust Bank
Washington
$6K +$5.6K +170 New
M
85
MOTCO
Texas
$5K +$4.48K +136 New
Creative Planning
86
Creative Planning
Kansas
$1K – – –
SCA
87
Strategic Capital Alternatives
United States
– -$13K -393 Closed
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
– -$7K -220 Closed
Parallax Volatility Advisers
89
Parallax Volatility Advisers
California
– +$33 +1 New
1 2 3
4