First Trust Technology AlphaDEX Fund
155 hedge funds and large institutions have $1.44B invested in First Trust Technology AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 38 reducing their positions, and 9 closing their positions.
222% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 9
97% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 38
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
14% more capital invested
Capital invested by funds: $1.26B → $1.44B (+$174M)
12% more funds holding
Funds holding: 138 → 155 (+17)
0.35% more ownership
Funds ownership: 77.08% → 77.43% (+0.35%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$22.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$19.5M |
| 3 |
NA
Navellier & Associates
Reno,
Nevada
|
+$12.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$8.62M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Advisory Alpha
Holland,
Michigan
|
-$8.59M |
| 2 |
LPL Financial
San Diego,
California
|
-$3.43M |
| 3 |
Goldman Sachs
New York
|
-$2.57M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.18M |
| 5 |
SAM
Shamrock Asset Management
Dallas,
Texas
|
-$1.23M |
FXL Hedge Fund Activity: Q1 2018 in Review
155 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in First Trust Technology AlphaDEX Fund (FXL) for Q1 2018, worth a combined $1.44B — up 14% from $1.26B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new FXL positions and 9 closed out — a net gain of 20 holders — while 75 added to existing stakes and 38 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $22.1M. The largest seller was Advisory Alpha, cutting an estimated $8.59M.
- 155 institutional investors held First Trust Technology AlphaDEX Fund (FXL) as of Q1 2018, up from 138 in Q4 2017.
- Funds reported $1.44B of First Trust Technology AlphaDEX Fund stock for Q1 2018, up 14% quarter-over-quarter.
- 29 funds opened new First Trust Technology AlphaDEX Fund positions in Q1 2018 and 9 closed out, a net change of +20 holders.
- The largest First Trust Technology AlphaDEX Fund buyer in Q1 2018 was First Trust Advisors, an estimated $22.1M added.
- The largest First Trust Technology AlphaDEX Fund seller in Q1 2018 was Advisory Alpha, an estimated $8.59M sold.
Based on aggregated 13F filings for Q1 2018.