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First Trust Technology AlphaDEX Fund

138 hedge funds and large institutions have $1.26B invested in First Trust Technology AlphaDEX Fund in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 52 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

250% more capital invested

Capital invested by funds: $361M → $1.26B (+$902M)

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

86% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 28

31% more funds holding

Funds holding: 105138 (+33)

22.4% more ownership

Funds ownership: 54.68%77.08% (+22%)

Holders
138
Holders Change
+33
Holders Change %
+31.43%
% of All Funds
3.13%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
44
Increased
52
Reduced
28
Closed
11
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
MAP
76
Milestone Advisory Partners
North Carolina
$630K +$626K +12,276 New
FHA
77
First Horizon Advisors
Tennessee
$623K -$125K -2,446 -17%
CAN
78
Claraphi Advisory Network
United States
$600K +$596K +11,690 New
BIG
79
Bellwether Investment Group
Tennessee
$584K +$580K +11,380 New
PAG
80
Private Advisor Group
New Jersey
$566K -$292K -5,721 -35%
CA
81
Cetera Advisors
Colorado
$556K +$257K +5,042 +88%
HI
82
Horizon Investments
North Carolina
$549K +$640K +12,560 New
Citigroup
83
Citigroup
New York
$546K +$169K +3,311 +45%
SI
84
SII Investments
Wisconsin
$534K +$48.7K +956 +10%
MC
85
Moors & Cabot
Massachusetts
$514K -$28.1K -551 -5%
BA
86
BKS Advisors
Michigan
$510K -$2.85K -56 -0.6%
NWP
87
Northstar Wealth Partners
Connecticut
$502K +$472K +9,255 New
RPG
88
Risk Paradigm Group
Texas
$492K +$2.04K +40 +0.4%
KF
89
Krilogy Financial
Missouri
$485K -$32K -628 -6%
Jane Street
90
Jane Street
New York
$481K -$237K -4,639 -33%
JIP
91
Jaffetilchin Investment Partners
Florida
$452K -$728K -14,272 -62%
CF
92
Centaurus Financial
California
$414K +$411K +8,061 New
RFM
93
Royal Fund Management
Florida
$389K +$357K +6,999 +1,172%
M&T Bank
94
M&T Bank
New York
$372K +$37.3K +732 +11%
W
95
WealthShield
North Carolina
$357K +$348K +6,829 New
WP
96
WealthShield Partners
North Carolina
$357K +$348K +6,829 New
FA
97
FDx Advisors
Illinois
$331K -$89K -1,745 -21%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$329K -$2.55K -50 -0.8%
WS
99
Wedbush Securities
California
$292K +$290K +5,686 New
CCT
100
Country Club Trust
Missouri
$288K +$287K +5,620 New