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First Trust Technology AlphaDEX Fund

186 hedge funds and large institutions have $1.66B invested in First Trust Technology AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 71 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 10

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

21% more capital invested

Capital invested by funds: $1.37B → $1.66B (+$285M)

13% more funds holding

Funds holding: 164186 (+22)

1.48% less ownership

Funds ownership: 77.58%76.11% (-1.5%)

11% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 71

Holders
186
Holders Change
+22
Holders Change %
+13.41%
% of All Funds
4.03%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.24%
New
37
Increased
63
Reduced
71
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WF
76
WealthTrust Fairport
Ohio
$1.03M -$272K -4,508 -22%
SPC
77
Sigma Planning Corp
Michigan
$995K +$527K +8,738 +128%
MIAN
78
Mariner Independent Advisor Network
Kansas
$950K -$107K -1,769 -11%
UCFA
79
United Capital Financial Advisors
Texas
$905K -$92.9K -1,542 -10%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$877K -$45.2K -750 -5%
Citigroup
81
Citigroup
New York
$875K +$43.3K +719 +6%
Millennium Management
82
Millennium Management
New York
$855K +$806K +13,371 New
FFS
83
Founders Financial Securities
Maryland
$823K +$382K +6,345 +97%
HI
84
Horizon Investments
North Carolina
$822K +$381K +6,326 +97%
MOS
85
MGO One Seven
Ohio
$816K -$7.05K -117 -0.9%
FAM
86
Flaharty Asset Management
Florida
$782K +$362 +6 +0%
MAP
87
Milestone Advisory Partners
North Carolina
$778K
HIIFS
88
Harel Insurance Investments & Financial Services
Israel
$767K -$30.1K -500 -4%
TA
89
TFG Advisers
Michigan
$759K -$12.5K -208 -2%
BRWM
90
B. Riley Wealth Management
Tennessee
$757K -$537K -8,915 -43%
JWS
91
Juncture Wealth Strategies
Arizona
$743K -$292K -4,847 -29%
CAN
92
Claraphi Advisory Network
United States
$737K -$34.2K -567 -5%
FHC
93
First Heartland Consultants
Missouri
$733K +$430K +7,135 +165%
QCIG
94
Quad-Cities Investment Group
Iowa
$709K -$84.1K -1,396 -11%
GCA
95
Genesee Capital Advisors
New York
$695K +$1.57K +26 +0.2%
DBRC
96
D.B. Root & Company
Pennsylvania
$689K -$1.86M -30,893 -74%
GTAM
97
Global Trust Asset Management
Florida
$665K +$627K +10,400 New
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$644K +$8.44K +140 +1%
CS
99
Credit Suisse
Switzerland
$622K -$7.53M -125,032 -93%
SIG
100
Sargent Investment Group
Maryland
$603K +$48.2K +800 +9%