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First Trust Technology AlphaDEX Fund

105 hedge funds and large institutions have $399M invested in First Trust Technology AlphaDEX Fund in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more capital invested

Capital invested by funds: $363M → $399M (+$35.8M)

9% more funds holding

Funds holding: 96105 (+9)

1.51% less ownership

Funds ownership: 60.56%59.05% (-1.5%)

18% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 40

Holders
105
Holders Change
+9
Holders Change %
+9.38%
% of All Funds
2.62%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
15
Increased
33
Reduced
40
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
76
Cavalier Investments
Georgia
$228K
GLA
77
Good Life Advisors
Pennsylvania
$227K -$5K -115 -2%
Citigroup
78
Citigroup
New York
$202K +$34.9K +803 +21%
WA
79
WFG Advisors
Texas
$150K -$11.4K -263 -7%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$149K -$14.4K -330 -9%
Creative Planning
81
Creative Planning
Kansas
$82K -$527K -12,120 -87%
NA
82
NewEdge Advisors
Louisiana
$81.7K +$80.4K +1,847 New
ASN
83
Advisory Services Network
Georgia
$64K -$3.31K -76 -5%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$59K
RFWA
85
RPg Family Wealth Advisory
Massachusetts
$56.1K -$26.7K -614 -32%
GRP
86
Global Retirement Partners
California
$50K +$12.8K +293 +34%
CFA
87
Carroll Financial Associates
North Carolina
$43K
GWM
88
Geneos Wealth Management
Colorado
$36K -$7.4K -170 -17%
WIM
89
Westside Investment Management
California
$29.8K
FANJ
90
Financial Architects (New Jersey)
New Jersey
$25K
RFM
91
Royal Fund Management
Florida
$25K
AP
92
Advisors Preferred
Maryland
$25K +$2.87K +66 +13%
NFG
93
Next Financial Group
Texas
$19K -$8.44K -194 -30%
HNB
94
Huntington National Bank
Ohio
$15K
AA
95
AlphaMark Advisors
Kentucky
$14K
WTB
96
Washington Trust Bank
Washington
$14K
BWM
97
Baystate Wealth Management
Massachusetts
$12K +$44 +1 +0.4%
ACM
98
Aviance Capital Management
Florida
$12K +$11.6K +266 New
IPC
99
Independent Portfolio Consultants
Florida
$12K +$11.8K +270 New
GEA
100
Glen Eagle Advisors
New Jersey
$10.4K

FXL Hedge Fund Activity: Q2 2017 in Review

105 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust Technology AlphaDEX Fund (FXL) for Q2 2017, worth a combined $399M — up 9.9% from $363M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FXL positions and 6 closed out — a net gain of 9 holders — while 33 added to existing stakes and 40 trimmed.

The largest buyer was Hays Advisory, opening a new position worth an estimated $7.46M. The largest seller was United Capital Financial Advisors, cutting an estimated $9.42M.

  • 105 institutional investors held First Trust Technology AlphaDEX Fund (FXL) as of Q2 2017, up from 96 in Q1 2017.
  • Funds reported $399M of First Trust Technology AlphaDEX Fund stock for Q2 2017, up 9.9% quarter-over-quarter.
  • 15 funds opened new First Trust Technology AlphaDEX Fund positions in Q2 2017 and 6 closed out, a net change of +9 holders.
  • The largest First Trust Technology AlphaDEX Fund buyer in Q2 2017 was Hays Advisory, an estimated $7.46M added.
  • The largest First Trust Technology AlphaDEX Fund seller in Q2 2017 was United Capital Financial Advisors, an estimated $9.42M sold.

Based on aggregated 13F filings for Q2 2017.