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First Trust Technology AlphaDEX Fund

163 hedge funds and large institutions have $1.8B invested in First Trust Technology AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 78 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 41

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

17% more capital invested

Capital invested by funds: $1.54B → $1.8B (+$255M)

7% more funds holding

Funds holding: 152163 (+11)

2.88% less ownership

Funds ownership: 84.08%81.2% (-2.9%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $604K

Holders
163
Holders Change
+11
Holders Change %
+7.24%
% of All Funds
3.73%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
24
Increased
78
Reduced
41
Closed
13
Calls
Puts
$604K
Net Calls
-$604K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
SG
76
StoneX Group
New York
$1.14M -$1.21K -20 -0.1%
HGWM
77
Harvest Group Wealth Management
Massachusetts
$1.13M +$3.76K +62 +0.3%
SCA
78
Snowden Capital Advisors
New York
$1.12M +$329K +5,436 +45%
SS
79
Simplicity Solutions
Minnesota
$1.1M +$712K +11,756 +211%
CA
80
Cetera Advisors
Colorado
$1.07M +$344K +5,671 +51%
VFA
81
Voya Financial Advisors
Connecticut
$1.01M +$967K +15,962 New
UCFA
82
United Capital Financial Advisors
Texas
$1M -$13.1K -217 -1%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$913K -$28.9K -477 -3%
WSTAM
84
Wilbanks Smith & Thomas Asset Management
Virginia
$846K +$806K +13,300 New
HIIFS
85
Harel Insurance Investments & Financial Services
Israel
$845K -$194K -3,210 -19%
MOS
86
MGO One Seven
Ohio
$833K +$794K +13,112 New
QCIG
87
Quad-Cities Investment Group
Iowa
$811K +$11K +181 +1%
SG Americas Securities
88
SG Americas Securities
New York
$811K +$773K +12,763 New
Goldman Sachs
89
Goldman Sachs
New York
$811K +$774K +12,771 New
RFM
90
Royal Fund Management
Florida
$807K +$765K +12,621 +15,025%
DLHL
91
Donald L. Hagan LLC
Florida
$787K +$125K +2,058 +20%
Citigroup
92
Citigroup
New York
$783K +$36.4K +601 +5%
MAP
93
Milestone Advisory Partners
North Carolina
$774K
CAN
94
Claraphi Advisory Network
United States
$768K -$3.76K -62 -0.5%
HI
95
Horizon Investments
North Carolina
$739K -$55.7K -919 -7%
FFS
96
Founders Financial Securities
Maryland
$736K -$58.3K -962 -8%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$687K +$77K +1,271 +13%
PAG
98
Private Advisor Group
New Jersey
$622K +$374K +6,177 +171%
AWM
99
AE Wealth Management
Kansas
$617K +$588K +9,706 New
RPG
100
Risk Paradigm Group
Texas
$592K -$2.6K -43 -0.5%