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First Trust Technology AlphaDEX Fund
205 hedge funds and large institutions have $806M invested in First Trust Technology AlphaDEX Fund in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 97 reducing their positions, and 36 closing their positions.
New
Increased
Maintained
Reduced
Closed
3.52% less ownership
Funds ownership: 61.2% → 57.68% (-3.5%)
9% less funds holding
Funds holding: 226 → 205 (-21)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
34% less capital invested
Capital invested by funds: $1.21B → $806M (-$409M)
50% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 36
56% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 97
Holders
205
Holders Change
-21
Holders Change %
-9.29%
% of All Funds
3.23%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
18
Increased
43
Reduced
97
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$19.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$8.19M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$5.35M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$3.38M |
| 5 |
Goldman Sachs
New York
|
+$1.87M |
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$50.2M |
| 2 |
Morgan Stanley
New York
|
-$38.6M |
| 3 |
JAWM
J. Arnold Wealth Management
Youngstown,
Ohio
|
-$35.3M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$16.7M |
| 5 |
ODG
O'Dell Group
Cincinnati,
Ohio
|
-$14.3M |