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First Trust Technology AlphaDEX Fund

186 hedge funds and large institutions have $1.66B invested in First Trust Technology AlphaDEX Fund in 2019 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 71 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 10

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

21% more capital invested

Capital invested by funds: $1.37B → $1.66B (+$285M)

13% more funds holding

Funds holding: 164186 (+22)

1.48% less ownership

Funds ownership: 77.58%76.11% (-1.5%)

11% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 71

Holders
186
Holders Change
+22
Holders Change %
+13.41%
% of All Funds
4.03%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.24%
New
37
Increased
63
Reduced
71
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
151
Eukles Asset Management
Ohio
$77K
CIAS
152
Capital Investment Advisory Services
North Carolina
$70K +$15.1K +250 +30%
ONST
153
Old North State Trust
North Carolina
$61K
NFG
154
Next Financial Group
Texas
$57K -$6.33K -105 -11%
NFH
155
NEXT Financial Holdings
Texas
$57K +$53.9K +895 New
CFA
156
Carroll Financial Associates
North Carolina
$54K
William Blair & Company
157
William Blair & Company
Illinois
$52K
PGAM
158
Princeton Global Asset Management
New Jersey
$47K +$45.2K +750 New
FHA
159
Flagship Harbor Advisors
Massachusetts
$40K -$12.1K -200 -24%
GRP
160
Global Retirement Partners
California
$39K -$4.52K -75 -11%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$38K -$36.2K -600 -50%
AF
162
Advisornet Financial
Minnesota
$35K
RCAG
163
Rehmann Capital Advisory Group
Michigan
$29.5K +$27.8K +461 New
GWMIA
164
Global Wealth Management Investment Advisory
Florida
$28K -$10.2K -169 -28%
CF
165
Centaurus Financial
California
$26.4K +$72.8K +1,208 +252%
OIA
166
OneDigital Investment Advisors
Kansas
$26K
BlackRock
167
BlackRock
New York
$26K +$24.1K +400 New
LFG
168
LifePlan Financial Group
Ohio
$25K
CFA
169
Camarda Financial Advisors
Florida
$24K +$22.8K +379 New
HNB
170
Huntington National Bank
Ohio
$23K
AIC
171
Ameritas Investment Company
Nebraska
$22K -$245K -4,073 -92%
WTB
172
Washington Trust Bank
Washington
$20K -$904 -15 -5%
SFA
173
Semmax Financial Advisors
North Carolina
$20K +$5.24K +87 +39%
BWL
174
Bogart Wealth LLC
Virginia
$19K -$41.7K -692 -70%
BWM
175
Baystate Wealth Management
Massachusetts
$18K +$60 +1 +0.4%