We are live on ! Find out more
FXL icon

First Trust Technology AlphaDEX Fund

235 hedge funds and large institutions have $776M invested in First Trust Technology AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0% more funds holding

Funds holding: 235235 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.62% less ownership

Funds ownership: 58.05%57.43% (-0.62%)

1% less capital invested

Capital invested by funds: $784M → $776M (-$8.75M)

11% less call options, than puts

Call options by funds: $860K | Put options by funds: $971K

35% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 82

Holders
235
Holders Change
Holders Change %
0%
% of All Funds
3.37%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
53
Reduced
82
Closed
19
Calls
$860K
Puts
$971K
Net Calls
-$111K
Net Calls Change
+$175K
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
226
Realta Investment Advisors
Delaware
$7.46K -$11K -82 -61%
CT
227
Caldwell Trust
Florida
$6.93K
TAM
228
Tucker Asset Management
Colorado
$5.96K
VWA
229
Valued Wealth Advisors
Utah
$4.71K
ACA
230
Aptus Capital Advisors
Alabama
$3.19K
GWANC
231
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.19K
EAM
232
Eukles Asset Management
Ohio
$3.19K
PIS
233
POM Investment Strategies
North Carolina
$1.25K +$1.21K +9 New
CAL
234
Capital Analysts LLC
Pennsylvania
$1K
VNA
235
Valley National Advisers
Pennsylvania
$1K
DFA
236
DHJJ Financial Advisors
Illinois
$971
IPW
237
IronBridge Private Wealth
Texas
-$4.66M -34,171 Closed
SFC
238
Strategic Financial Concepts
Texas
-$1.44K -26,482 Closed
NA
239
Navellier & Associates
Nevada
-$3.43M -25,173 Closed
VWM
240
Valley Wealth Managers
New Jersey
-$2.98M -21,897 Closed
EFP
241
Elser Financial Planning
Indiana
-$966K -7,087 Closed
FTUS
242
Flow Traders U.S.
New York
-$779K -5,720 Closed
FFN
243
Focus Financial Network
Minnesota
-$743K -5,378 Closed
IAIM
244
International Assets Investment Management
Florida
-$709K -5,205 Closed
IA
245
IFG Advisory
Georgia
-$596K -4,377 Closed
RFWA
246
RPg Family Wealth Advisory
Massachusetts
-$464K -3,408 Closed
HF
247
HRT Financial
New York
-$405K -2,973 Closed
FC
248
Forte Capital
New York
-$275K -2,021 Closed
Millennium Management
249
Millennium Management
New York
-$273K -2,003 Closed
CAM
250
Cresset Asset Management
Illinois
-$243K -1,785 Closed