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First Trust Technology AlphaDEX Fund

163 hedge funds and large institutions have $1.8B invested in First Trust Technology AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 78 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 41

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

17% more capital invested

Capital invested by funds: $1.54B → $1.8B (+$255M)

7% more funds holding

Funds holding: 152163 (+11)

2.88% less ownership

Funds ownership: 84.08%81.2% (-2.9%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $604K

Holders
163
Holders Change
+11
Holders Change %
+7.24%
% of All Funds
3.73%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
24
Increased
78
Reduced
41
Closed
13
Calls
Puts
$604K
Net Calls
-$604K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
WTB
151
Washington Trust Bank
Washington
$20K
MWPCG
152
Measured Wealth Private Client Group
New Hampshire
$19K +$18.2K +300 New
BWM
153
Baystate Wealth Management
Massachusetts
$15K
Deutsche Bank
154
Deutsche Bank
Germany
$15K
WP
155
WealthShield Partners
North Carolina
$13K
IFAM
156
Institutional & Family Asset Management
Colorado
$12K
GEA
157
Glen Eagle Advisors
New Jersey
$6.35K
AA
158
AlphaMark Advisors
Kentucky
$6K
FGAM
159
Financial Gravity Asset Management
Texas
$5K
PFBT
160
Parkside Financial Bank & Trust
Missouri
$5K
SIS
161
Sound Income Strategies
Florida
$1K +$727 +12 New
CF
162
Centaurus Financial
California
$407 -$445K -7,341 -100%
WP
163
WealthSource Partners
California
-$4.35M -77,287 Closed
SWM
164
Segment Wealth Management
Texas
-$1.97M -34,950 Closed
BRF
165
B. Riley Financial
California
-$975K -16,680 Closed
GTAM
166
Global Trust Asset Management
Florida
-$371K -6,600 Closed
FA
167
FDx Advisors
Illinois
-$273K -4,846 Closed
RIA
168
Regal Investment Advisors
Michigan
-$272K -4,826 Closed
NWP
169
Northstar Wealth Partners
Connecticut
-$234K -4,162 Closed
Manulife (Manufacturers Life Insurance)
170
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$146K -2,596 Closed
AWA
171
Acorn Wealth Advisors
Michigan
-$21K -370 Closed
BCA
172
Bay Colony Advisors
Massachusetts
-$10K -171 Closed
WAP
173
Wealthcare Advisory Partners
Pennsylvania
-$5K -96 Closed
SWP
174
Strategic Wealth Partners
Ohio
-$4K -72 Closed
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
-$2.65K -47 Closed