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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

87 hedge funds and large institutions have $919M invested in First Trust Technology AlphaDEX Fund in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
87
Holders Change
+16
Holders Change %
+22.54%
% of All Funds
2.32%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
19
Increased
51
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FSIM
1
F-Squared Investment Management
Massachusetts
$352M
2
UBS Group
2
UBS Group
Switzerland
$29.3M
3
SAM
3
Shamrock Asset Management
Texas
$24.4M
4
HA
4
Hays Advisory
Tennessee
$22.1M
5
Wells Fargo
5
Wells Fargo
California
$64.6M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$67.2M
2
BFA
2
Beaumont Financial Advisors
Massachusetts
$30.2M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$226K
4
NES
4
New England Securities
New York
$42K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$2.6M
Name Market Value Shares Shares
Change 		Shares
Change %
FSIM
1
F-Squared Investment Management
Massachusetts
$352M 10,213,362 +1,987,639 +24%
BTS
2
BB&T Securities
Virginia
$67.2M 194,640 -32,842 -14%
Morgan Stanley
3
Morgan Stanley
New York
$65.9M 1,910,811 +71,706 +4%
Wells Fargo
4
Wells Fargo
California
$64.6M 1,873,238 +341,913 +22%
PPA
5
Parametric Portfolio Associates
Washington
$43.6M 1,262,988 +244,670 +24%
AIM
6
Astor Investment Management
Illinois
$38.1M 1,104,392 +173,625 +19%
Bank of America
7
Bank of America
North Carolina
$33.7M 977,848 +78,924 +9%
BFA
8
Beaumont Financial Advisors
Massachusetts
$30.2M 875,171 -64,973 -7%
UBS Group
9
UBS Group
Switzerland
$29.3M 848,358 +848,358 New
SAM
10
Shamrock Asset Management
Texas
$24.4M 705,833 +705,833 New
HA
11
Hays Advisory
Tennessee
$22.1M 639,278 +631,403 +8,018%
PI
12
Placemark Investments
Illinois
$17.7M 513,980 +111,249 +28%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$12.8M 369,863 +22,294 +6%
LPL Financial
14
LPL Financial
California
$11.7M 338,433 +51,705 +18%
RJA
15
Raymond James & Associates
Florida
$10.9M 315,209 +137,895 +78%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$8.62M 249,684 +9,448 +4%
BUB
17
BBVA USA Bancshares
Texas
$8.58M 248,533 -22,541 -8%
Stifel Financial
18
Stifel Financial
Missouri
$8.45M 244,709 +82,768 +51%
FHA
19
First Horizon Advisors
Tennessee
$8.13M 233,885 +233,885 New
TRCT
20
Tower Research Capital (TRC)
New York
$3.71M 107,563 -6,852 -6%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.48M 100,920 +9,502 +10%
ACM
22
Aviance Capital Management
Florida
$3.48M 100,911 +65,025 +181%
AIG
23
American International Group
New York
$3.45M 99,964 +79,731 +394%
Citadel Advisors
24
Citadel Advisors
Florida
$3.27M 94,819 +94,819 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.6M 75,411 -24,091 -24%
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