We are live on ! Find out more
FXL icon

First Trust Technology AlphaDEX Fund

96 hedge funds and large institutions have $363M invested in First Trust Technology AlphaDEX Fund in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 35 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $335M → $363M (+$27.4M)

2.78% more ownership

Funds ownership: 57.78%60.56% (+2.8%)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0% more funds holding

Funds holding: 9696 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 35

Holders
96
Holders Change
Holders Change %
0%
% of All Funds
2.39%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
17
Increased
33
Reduced
35
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
76
Advisory Services Network
Georgia
$65K +$62.4K +1,542 New
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57K -$7.04K -174 -11%
CFA
78
Carroll Financial Associates
North Carolina
$42K
GWM
79
Geneos Wealth Management
Colorado
$42K +$5.87K +145 +17%
GRP
80
Global Retirement Partners
California
$36K +$31.4K +775 +842%
WIM
81
Westside Investment Management
California
$27.9K +$27.3K +674 New
NFG
82
Next Financial Group
Texas
$27K -$109K -2,684 -81%
RFM
83
Royal Fund Management
Florida
$25K +$20.8K +513 +611%
FANJ
84
Financial Architects (New Jersey)
New Jersey
$24K
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$23K +$12.6K +310 +127%
PS
86
Portfolio Solutions
Michigan
$19K +$18.3K +452 New
IWM
87
IHT Wealth Management
Illinois
$17K -$371K -9,159 -95%
AA
88
AlphaMark Advisors
Kentucky
$14K
WTB
89
Washington Trust Bank
Washington
$13K
BWM
90
Baystate Wealth Management
Massachusetts
$11K +$10.5K +260 New
GEA
91
Glen Eagle Advisors
New Jersey
$10.1K
FFC
92
First Financial Corp
Indiana
$6K
CFD
93
Creative Financial Designs
Indiana
$5K -$40 -1 -0.8%
AssetMark Inc
94
AssetMark Inc
California
$3K +$2.63K +65 New
AP
95
Advisors Preferred
Maryland
$22 -$53.6K -1,325 -72%
HA
96
Hays Advisory
Tennessee
-$17.7M -466,834 Closed
CS
97
Credit Suisse
Switzerland
-$744K -19,628 Closed
FTUS
98
Flow Traders U.S.
New York
-$538K -14,186 Closed
ACP
99
Aveo Capital Partners
Colorado
-$475K -12,536 Closed
VKH
100
Virtu KCG Holdings
New York
-$401K -10,591 Closed