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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
FDCDDQ
101
Federation des caisses Desjardins du Quebec
Quebec, Canada
$282K
GLA
102
Good Life Advisors
Pennsylvania
$281K
KA
103
Kovack Advisors
Florida
$254K +$252K +4,940 New
WP
104
WealthSource Partners
California
$244K -$143K -2,802 -37%
BRWA
105
B. Riley Wealth Advisors
Florida
$241K +$10.9K +214 +5%
SWP
106
Stratos Wealth Partners
Ohio
$236K +$234K +4,595 New
SPC
107
Sigma Planning Corp
Michigan
$235K +$234K +4,585 New
SG Americas Securities
108
SG Americas Securities
New York
$228K -$218K -4,269 -49%
RJT
109
Raymond James Trust
Florida
$223K
CAN
110
Cetera Advisor Networks
California
$219K +$217K +4,250 New
RIA
111
Regal Investment Advisors
Michigan
$213K +$212K +4,159 New
TSS
112
Two Sigma Securities
New York
$202K +$201K +3,934 New
SWM
113
SeaCrest Wealth Management
New York
$200K +$198K +3,888 New
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$187K +$22.9K +449 +14%
SPIA
115
Steward Partners Investment Advisory
New York
$81K +$80.9K +1,586 New
APA
116
American Portfolios Advisors
New York
$76.5K +$76.1K +1,492 New
RFWA
117
RPg Family Wealth Advisory
Massachusetts
$65.8K -$12.2K -239 -16%
FANJ
118
Financial Architects (New Jersey)
New Jersey
$61K +$49.7K +975 +445%
GRP
119
Global Retirement Partners
California
$60K
GWM
120
Geneos Wealth Management
Colorado
$58K +$2.35K +46 +4%
Manulife (Manufacturers Life Insurance)
121
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53K -$255 -5 -0.5%
CFA
122
Carroll Financial Associates
North Carolina
$51K
AP
123
Atwood & Palmer
Missouri
$36K +$35.7K +700 New
WIM
124
Westside Investment Management
California
$34.5K -$1.94K -38 -6%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$30K +$30.3K +594 New