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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.

New
Increased
Maintained
Reduced
Closed

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: 78 (+1)

14% more capital invested

Capital invested by funds: $1.26B → $1.44B (+$174M)

12% more funds holding

Funds holding: 138155 (+17)

0.35% more ownership

Funds ownership: 77.08%77.43% (+0.35%)

Holders
155
Holders Change
+17
Holders Change %
+12.32%
% of All Funds
3.55%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
29
Increased
75
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$613M +$22.1M +397,881 +4%
Wells Fargo
2
Wells Fargo
California
$166M +$19.5M +352,139 +13%
Morgan Stanley
3
Morgan Stanley
New York
$128M +$3.53M +63,613 +3%
Bank of America
4
Bank of America
North Carolina
$54.9M +$8.62M +155,406 +18%
UBS Group
5
UBS Group
Switzerland
$50M -$2.18M -39,351 -4%
RJA
6
Raymond James & Associates
Florida
$37.7M +$1.74M +31,325 +5%
MML Investors Services
7
MML Investors Services
Massachusetts
$27M +$545K +9,827 +2%
NA
8
Navellier & Associates
Nevada
$21.5M +$12.6M +227,211 +138%
LPL Financial
9
LPL Financial
California
$18.6M -$3.43M -61,755 -15%
AIM
10
Astor Investment Management
Illinois
$17.9M +$1.04M +18,787 +6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$17.4M +$119K +2,152 +0.7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$16.2M +$4.72M +85,087 +41%
NC
13
NewSquare Capital
Pennsylvania
$15.6M +$1.63M +29,348 +11%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$14M -$686K -12,363 -5%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$13.2M -$12.4K -224 -0.1%
FEG
16
Financial Enhancement Group
Indiana
$12.3M -$429K -7,729 -3%
HCIA
17
Hochman Cole Investment Advisors
Illinois
$10.1M -$53.2K -958 -0.5%
HFS
18
HL Financial Services
Kentucky
$9.97M +$1.6M +28,816 +19%
Ameriprise
19
Ameriprise
Minnesota
$9.72M +$1.32M +23,715 +16%
SB
20
Suntrust Banks
Georgia
$9.63M +$809K +14,573 +9%
ODG
21
O'Dell Group
Ohio
$8.8M +$231K +4,172 +3%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$7.68M +$4.71M +84,887 +155%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$6.83M +$531K +9,576 +8%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$6.48M +$537K +9,686 +9%
DADC
25
D.A. Davidson & Co
Montana
$6.43M +$544K +9,811 +9%