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First Trust Technology AlphaDEX Fund
FXL
FXL
96 hedge funds and large institutions have $335M invested in First Trust Technology AlphaDEX Fund in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
210% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 10
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
26% more funds holding
Funds holding: 76 → 96 (+20)
24% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 25
14% more capital invested
Capital invested by funds: $293M → $335M (+$42.1M)
1.8% more ownership
Funds ownership: 55.98% → 57.78% (+1.8%)
Holders
96
Holders Change
+20
Holders Change %
+26.32%
% of All Funds
2.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
31
Increased
31
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
HA
Hays Advisory
Franklin,
Tennessee
|
+$17.3M |
| 2 |
NA
Navellier & Associates
Reno,
Nevada
|
+$6.77M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.19M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$6.04M |
| 5 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
+$5.95M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$5.54M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$5.42M |
| 3 |
Morgan Stanley
New York
|
-$4.26M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.16M |
| 5 |
AIM
Astor Investment Management
Chicago,
Illinois
|
-$2.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
101
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$214K | -5,829 | Closed |
|
|
CAN
102
Cetera Advisor Networks
El Segundo,
California
| – | -$209K | -5,690 | Closed |
|
103
JP Morgan Chase
New York
| – | -$54K | -1,478 | Closed |
|
|
JFGIW
104
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$25K | -672 | Closed |
|
|
AWMS
105
Advocacy Wealth Management Services
Atlanta,
Georgia
| – | +$74 | +2 | New |
|