FXL icon

First Trust Technology AlphaDEX Fund

44 hedge funds and large institutions have $382M invested in First Trust Technology AlphaDEX Fund in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 10 closing their positions.

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
22
Reduced
11
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FSIM
1
F-Squared Investment Management
Massachusetts
$146M 4,889,698 +3,869,950 +380%
BTS
2
BB&T Securities
Virginia
$43.8M 146,839 +16,043 +12%
Morgan Stanley
3
Morgan Stanley
New York
$29.2M 979,350 +157,032 +19%
Wells Fargo
4
Wells Fargo
California
$27.4M 917,266 +169,524 +23%
PPA
5
Parametric Portfolio Associates
Washington
$24.4M 816,214 +120,678 +17%
Bank of America
6
Bank of America
North Carolina
$22.7M 760,356 -136,840 -15%
BFA
7
Beaumont Financial Advisors
Massachusetts
$13.4M 447,642 +447,642 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.1M 370,191 +82,616 +29%
Ameriprise
9
Ameriprise
Minnesota
$9.54M 319,746 +17,054 +6%
BUB
10
BBVA USA Bancshares
Texas
$8.33M 278,939 +1,651 +0.6%
U
11
UBS
Switzerland
$7.84M 262,713 -114,570 -30%
PI
12
Placemark Investments
Illinois
$7.29M 244,152 +42,150 +21%
LPL Financial
13
LPL Financial
California
$6.8M 227,841 +48,986 +27%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.07M 169,880 +123,938 +270%
FA
15
FDx Advisors
Illinois
$3.74M 125,814 +21,970 +21%
RJA
16
Raymond James & Associates
Florida
$2.66M 89,192 +36,268 +69%
SAM
17
SignalPoint Asset Management
Missouri
$1.95M 65,263 +16,977 +35%
TT
18
Tower Trust
Indiana
$1.93M 64,569 +4,686 +8%
CS
19
Credit Suisse
Switzerland
$974K 32,616 -30,181 -48%
AssetMark Inc
20
AssetMark Inc
California
$959K 32,128 -26,325 -45%
PAG
21
Private Advisor Group
New Jersey
$767K 25,691 +25,691 New
AP
22
Advisors Preferred
Maryland
$763K 25,555 +25,555 New
VFS
23
VSR Financial Services
Kansas
$706K 23,663 +2,819 +14%
FHC
24
First Heartland Consultants
Missouri
$663K 22,196 -1,202 -5%
DADC
25
D.A. Davidson & Co
Montana
$535K 17,945 +1,217 +7%