We are live on ! Find out more
FXL icon

First Trust Technology AlphaDEX Fund

188 hedge funds and large institutions have $1.71B invested in First Trust Technology AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 81 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

27% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 64

1% more funds holding

Funds holding: 186188 (+2)

3% more capital invested

Capital invested by funds: $1.66B → $1.71B (+$50.5M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.81% less ownership

Funds ownership: 76.11%75.3% (-0.81%)

Holders
188
Holders Change
+2
Holders Change %
+1.08%
% of All Funds
4.08%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
26
Increased
81
Reduced
64
Closed
17
Calls
$233K
Puts
Net Calls
+$233K
Net Calls Change
+$233K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
101
RFG Advisory
Alabama
$642K +$77K +1,177 +14%
DBRC
102
D.B. Root & Company
Pennsylvania
$627K -$88.4K -1,351 -13%
AT
103
Arden Trust
Delaware
$614K -$759K -11,603 -56%
SIG
104
Sargent Investment Group
Maryland
$601K -$25.8K -395 -4%
ATPW
105
Ashton Thomas Private Wealth
Arizona
$577K +$174K +2,663 +44%
BRWA
106
B. Riley Wealth Advisors
Florida
$548K +$98K +1,498 +22%
KF
107
Krilogy Financial
Missouri
$544K +$196 +3 +0%
JWS
108
Juncture Wealth Strategies
Arizona
$504K -$265K -4,056 -35%
JIP
109
Jaffetilchin Investment Partners
Florida
$489K +$22.2K +339 +5%
RFWA
110
RPg Family Wealth Advisory
Massachusetts
$485K -$128K -1,953 -21%
RIA
111
Regal Investment Advisors
Michigan
$469K +$48.8K +746 +12%
HIS
112
Harvest Investment Services
Illinois
$460K -$80.4K -1,228 -15%
M&T Bank
113
M&T Bank
New York
$431K +$133K +2,039 +46%
FWM
114
Foresight Wealth Management
Utah
$415K -$73.4K -1,122 -15%
CA
115
Claro Advisors
Massachusetts
$414K -$6.74K -103 -2%
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$404K +$98.6K +1,507 +33%
CWA
117
Clarus Wealth Advisors
Arizona
$373K +$99.5K +1,520 +37%
PGA
118
Premia Global Advisors
Florida
$369K -$2.12M -32,430 -85%
MA
119
Mutual Advisors
Nebraska
$367K +$361K +5,510 New
KWM
120
Kingsview Wealth Management
Oregon
$366K -$2.9M -44,276 -89%
MAS
121
Madden Advisory Services
Florida
$364K -$81.8K -1,250 -19%
TRCT
122
Tower Research Capital (TRC)
New York
$351K +$345K +5,270 New
KA
123
Kovack Advisors
Florida
$348K -$32.5K -497 -9%
RIA
124
Realta Investment Advisors
Delaware
$342K +$146K +2,232 +77%
GWM
125
Geneos Wealth Management
Colorado
$337K +$24.5K +375 +8%