First Trust Technology AlphaDEX Fund
87 hedge funds and large institutions have $497M invested in First Trust Technology AlphaDEX Fund in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 12 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
33% more capital inflows, than outflows
Capital inflows: $63.7M | Capital outflows: $47.7M
33% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 12
29% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 28
5% more funds holding
Funds holding: 83 → 87 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$10.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$8.29M |
| 3 |
Morgan Stanley
New York
|
+$5.2M |
| 4 |
Raymond James & Associates
St Petersburg,
Florida
|
+$3.4M |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Astor Investment Management
Chicago,
Illinois
|
-$18.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$9.7M |
| 3 |
Aviance Capital Management
Sarasota,
Florida
|
-$8.09M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.08M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.85M |
FXL Hedge Fund Activity: Q4 2015 in Review
87 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in First Trust Technology AlphaDEX Fund (FXL) for Q4 2015, worth a combined $497M — up 7.8% from $461M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FXL positions and 12 closed out — a net gain of 4 holders — while 36 added to existing stakes and 28 trimmed.
The largest buyer was LPL Financial, adding an estimated $10.2M. The largest seller was Astor Investment Management, cutting an estimated $18.9M.
- 87 institutional investors held First Trust Technology AlphaDEX Fund (FXL) as of Q4 2015, up from 83 in Q3 2015.
- Funds reported $497M of First Trust Technology AlphaDEX Fund stock for Q4 2015, up 7.8% quarter-over-quarter.
- 16 funds opened new First Trust Technology AlphaDEX Fund positions in Q4 2015 and 12 closed out, a net change of +4 holders.
- The largest First Trust Technology AlphaDEX Fund buyer in Q4 2015 was LPL Financial, an estimated $10.2M added.
- The largest First Trust Technology AlphaDEX Fund seller in Q4 2015 was Astor Investment Management, an estimated $18.9M sold.
Based on aggregated 13F filings for Q4 2015.