First Trust Technology AlphaDEX Fund
164 hedge funds and large institutions have $1.38B invested in First Trust Technology AlphaDEX Fund in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 50 increasing their positions, 64 reducing their positions, and 32 closing their positions.
2.11% more ownership
Funds ownership: 75.53% → 77.64% (+2.1%)
1% more funds holding
Funds holding: 162 → 164 (+2)
9% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 32
22% less capital invested
Capital invested by funds: $1.76B → $1.38B (-$379M)
22% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 64
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $263K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$27.9M |
| 2 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$24.1M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$11.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.4M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$6.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$37.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$37.6M |
| 3 |
NA
Navellier & Associates
Reno,
Nevada
|
-$26.7M |
| 4 |
Morgan Stanley
New York
|
-$11.2M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$10.3M |
FXL Hedge Fund Activity: Q4 2018 in Review
164 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in First Trust Technology AlphaDEX Fund (FXL) for Q4 2018, worth a combined $1.38B — down 22% from $1.76B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new FXL positions and 32 closed out — a net gain of 3 holders — while 50 added to existing stakes and 64 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $27.9M. The largest seller was First Trust Advisors, cutting an estimated $37.7M.
- 164 institutional investors held First Trust Technology AlphaDEX Fund (FXL) as of Q4 2018, up from 162 in Q3 2018.
- Funds reported $1.38B of First Trust Technology AlphaDEX Fund stock for Q4 2018, down 22% quarter-over-quarter.
- 35 funds opened new First Trust Technology AlphaDEX Fund positions in Q4 2018 and 32 closed out, a net change of +3 holders.
- The largest First Trust Technology AlphaDEX Fund buyer in Q4 2018 was Susquehanna International Group, an estimated $27.9M added.
- The largest First Trust Technology AlphaDEX Fund seller in Q4 2018 was First Trust Advisors, an estimated $37.7M sold.
Based on aggregated 13F filings for Q4 2018.