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First Trust Technology AlphaDEX Fund

244 hedge funds and large institutions have $766M invested in First Trust Technology AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.3% more ownership

Funds ownership: 58.67%58.97% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less funds holding

Funds holding: 266244 (-22)

8% less capital invested

Capital invested by funds: $835M → $766M (-$69.3M)

48% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 90

55% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 31

Holders
244
Holders Change
-22
Holders Change %
-8.27%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
47
Reduced
90
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$108M -$987K -5,904 -0.9%
LPL Financial
2
LPL Financial
California
$89.5M -$2.2M -13,186 -2%
Wells Fargo
3
Wells Fargo
California
$71.1M -$9.51M -56,891 -11%
Raymond James Financial
4
Raymond James Financial
Florida
$68.9M +$5.73M +34,259 +9%
UBS Group
5
UBS Group
Switzerland
$26.5M +$3.74M +22,354 +15%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$20.1M -$594K -3,555 -3%
GCA
7
Genesee Capital Advisors
New York
$18.3M -$187K -1,119 -1%
Bank of America
8
Bank of America
North Carolina
$17.5M -$987K -5,904 -5%
Truist Financial
9
Truist Financial
North Carolina
$15.9M -$204K -1,218 -1%
Ameriprise
10
Ameriprise
Minnesota
$15M +$443K +2,648 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$14.8M +$750K +4,485 +5%
Stifel Financial
12
Stifel Financial
Missouri
$13.8M -$339K -2,026 -2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$12.9M -$586K -3,507 -4%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$12.4M -$310K -1,854 -2%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$12.4M -$458K -2,737 -3%
MCM
16
MAI Capital Management
Ohio
$10.6M -$226K -1,349 -2%
RW
17
RVW Wealth
California
$9.79M -$658K -3,936 -6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$9.22M -$1.31M -7,838 -12%
CWA
19
Choice Wealth Advisors
Maine
$9.12M +$245K +1,464 +3%
Osaic Holdings
20
Osaic Holdings
Arizona
$8.8M -$2.19M -13,103 -19%
Creative Planning
21
Creative Planning
Kansas
$7.59M -$204K -1,218 -2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$7.24M +$193K +1,155 +3%
DADC
23
D.A. Davidson & Co
Montana
$6.35M -$312K -1,868 -4%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$5.53M -$1.7M -10,158 -23%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$5.31M -$77.4K -463 -1%