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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
CFD
126
Creative Financial Designs
Indiana
$23K +$20.9K +410 +1,025%
OIA
127
OneDigital Investment Advisors
Kansas
$21K
AWA
128
Acorn Wealth Advisors
Michigan
$21K +$20K +392 New
HNB
129
Huntington National Bank
Ohio
$18K
WTB
130
Washington Trust Bank
Washington
$16K
BWM
131
Baystate Wealth Management
Massachusetts
$15K
ACM
132
Aviance Capital Management
Florida
$14K
AA
133
AlphaMark Advisors
Kentucky
$13K
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$12K +$11.7K +229 New
BTIS
135
BB&T Investment Services
North Carolina
$12K +$12.1K +237 New
GEA
136
Glen Eagle Advisors
New Jersey
$5.13K
PFBT
137
Parkside Financial Bank & Trust
Missouri
$4K
HT
138
Heritage Trust
Oklahoma
$3K +$3.26K +64 New
PFA
139
Pinnacle Family Advisors
Missouri
-$2.91M -60,580 Closed
MIAN
140
Mariner Independent Advisor Network
Kansas
-$2.6M -54,235 Closed
VF
141
Virtu Financial
New York
-$478K -9,971 Closed
CI
142
Cavalier Investments
Georgia
-$438K -9,137 Closed
ONB
143
Old National Bancorp
Indiana
-$297K -6,190 Closed
NPC
144
National Planning Corporation
California
-$204K -4,257 Closed
AP
145
Advisors Preferred
Maryland
-$177K -3,688 Closed
PMFA
146
Plante Moran Financial Advisors
Michigan
-$45K -937 Closed
BF
147
BOK Financial
Oklahoma
-$34K -700 Closed
NFG
148
Next Financial Group
Texas
-$22K -445 Closed
FFC
149
First Financial Corp
Indiana
-$7K -145 Closed