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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

70 hedge funds and large institutions have $620M invested in First Trust Technology AlphaDEX Fund in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 5 closing their positions.

Holders
70
Holders Change
+7
Holders Change %
+11.11%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
13
Increased
22
Reduced
30
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIM
1
Astor Investment Management
Illinois
$23.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$60.1M
3
CS
3
Credit Suisse
Switzerland
$5.59M
4
ONB
4
Old National Bancorp
Indiana
$2.49M
5
SG Americas Securities
5
SG Americas Securities
New York
$2.24M

Top Sellers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$216M
2
BTS
2
BB&T Securities
Virginia
$60.2M
3
PPA
3
Parametric Portfolio Associates
Washington
$29.6M
4
Citigroup
4
Citigroup
New York
$14K
5
Ameriprise
5
Ameriprise
Minnesota
$715K
Name Market Value Shares Shares
Change 		Shares
Change %
FSIM
1
F-Squared Investment Management
Massachusetts
$216M 6,649,173 -2,490,937 -27%
BTS
2
BB&T Securities
Virginia
$60.2M 185,086 -74,330 -29%
Morgan Stanley
3
Morgan Stanley
New York
$60.1M 1,848,597 +136,074 +8%
Wells Fargo
4
Wells Fargo
California
$38.1M 1,172,821 -47,517 -4%
PPA
5
Parametric Portfolio Associates
Washington
$29.6M 910,943 -450,914 -33%
AIM
6
Astor Investment Management
Illinois
$23.5M 721,351 +379,945 +111%
BFA
7
Beaumont Financial Advisors
Massachusetts
$22.8M 702,019 -65,282 -9%
Bank of America
8
Bank of America
North Carolina
$22.8M 699,724 -151,255 -18%
HA
9
Hays Advisory
Tennessee
$21.7M 668,734 +25,246 +4%
U
10
UBS
Switzerland
$19M 583,407 -6,489 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$12.3M 377,678 +52,785 +16%
PI
12
Placemark Investments
Illinois
$10.5M 321,824 -133,241 -29%
LPL Financial
13
LPL Financial
California
$10.2M 312,419 -21,455 -6%
BUB
14
BBVA USA Bancshares
Texas
$8.98M 276,037 -4,267 -2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.86M 241,688 -35,650 -13%
Stifel Financial
16
Stifel Financial
Missouri
$5.89M 181,048 +63,918 +55%
CS
17
Credit Suisse
Switzerland
$5.59M 171,981 +133,135 +343%
RJA
18
Raymond James & Associates
Florida
$5.25M 161,273 +11,667 +8%
FMP
19
Financial Management Professionals
Texas
$2.95M 90,795 -2,589 -3%
ONB
20
Old National Bancorp
Indiana
$2.49M 76,435 +76,435 New
BRWM
21
B. Riley Wealth Management
Tennessee
$2.31M 70,937 -20,587 -22%
SG Americas Securities
22
SG Americas Securities
New York
$2.24M 68,800 +68,800 New
SAM
23
SignalPoint Asset Management
Missouri
$2.22M 68,129 -1,617 -2%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.05M 63,158 +44,578 +240%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.93M 59,285 +1,391 +2%
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