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First Trust Technology AlphaDEX Fund

226 hedge funds and large institutions have $1.21B invested in First Trust Technology AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 42 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

8% more funds holding

Funds holding: 210226 (+16)

8.96% less ownership

Funds ownership: 70.16%61.2% (-9%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

35% less capital invested

Capital invested by funds: $1.85B → $1.21B (-$640M)

56% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 95

Holders
226
Holders Change
+16
Holders Change %
+7.62%
% of All Funds
3.48%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
43
Increased
42
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
226
Westside Investment Management
California
$46 -$6.55K -50 -13%
First Trust Advisors
227
First Trust Advisors
Illinois
-$591M -4,807,984 Closed
IPW
228
IronBridge Private Wealth
Texas
-$8.27M -67,323 Closed
FAIM
229
Financial Advocates Investment Management
Washington
-$4.79M -38,972 Closed
Barclays
230
Barclays
United Kingdom
-$3.55M -28,907 Closed
Susquehanna International Group
231
Susquehanna International Group
Pennsylvania
-$3.14M -25,560 Closed
TWM
232
TriaGen Wealth Management
California
-$1.84M -14,964 Closed
RIA
233
Realta Investment Advisors
Delaware
-$721K -5,871 Closed
CA
234
Claro Advisors
Massachusetts
-$395K -3,217 Closed
SS
235
Sunbelt Securities
Texas
-$232K -1,930 Closed
MAS
236
Madden Advisory Services
Florida
-$212K -1,728 Closed
Renaissance Technologies
237
Renaissance Technologies
New York
-$209K -1,700 Closed
MAG
238
MRA Advisory Group
New Jersey
-$203K -1,652 Closed
GRP
239
Global Retirement Partners
California
-$118K -958 Closed
MA
240
MCF Advisors
Kentucky
-$76K -616 Closed
TFA
241
Transamerica Financial Advisors
Florida
-$60K -485 Closed
First Manhattan
242
First Manhattan
New York
-$36K -300 Closed
IWA
243
IBEX Wealth Advisors
New Jersey
-$12K -97 Closed
GKWIM
244
Gerber Kawasaki Wealth & Investment Management
California
-$10K -85 Closed
LS
245
Leelyn Smith
Illinois
-$8K -69 Closed
CI
246
CX Institutional
Indiana
-$2K -14 Closed