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First Trust Technology AlphaDEX Fund

231 hedge funds and large institutions have $685M invested in First Trust Technology AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 95 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.1% less ownership

Funds ownership: 58.91%57.81% (-1.1%)

11% less funds holding

Funds holding: 260231 (-29)

17% less capital invested

Capital invested by funds: $828M → $685M (-$143M)

61% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 95

62% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 34

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $661K

Holders
231
Holders Change
-29
Holders Change %
-11.15%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
13
Increased
37
Reduced
95
Closed
34
Calls
Puts
$661K
Net Calls
-$661K
Net Calls Change
+$4.55M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
226
Huntington National Bank
Ohio
$3.7K
EAM
227
Eukles Asset Management
Ohio
$3.31K
ACA
228
Aptus Capital Advisors
Alabama
$3.04K
GWANC
229
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.04K
PIS
230
POM Investment Strategies
North Carolina
$1.19K
VNA
231
Valley National Advisers
Pennsylvania
$1K
DFA
232
DHJJ Financial Advisors
Illinois
$926
IAA
233
Independent Advisor Alliance
North Carolina
-$11.7M -78,957 Closed
NA
234
Navellier & Associates
Nevada
-$3.33M -22,446 Closed
EFP
235
Elser Financial Planning
Indiana
-$1.05M -7,087 Closed
Northern Trust
236
Northern Trust
Illinois
-$634K -4,265 Closed
WIA
237
World Investment Advisors
California
-$514K -3,460 Closed
AF
238
Apollon Financial
South Carolina
-$465K -3,130 Closed
SWA
239
Stratos Wealth Advisors
Ohio
-$324K -2,180 Closed
CA
240
Claro Advisors
Massachusetts
-$321K -2,162 Closed
TC
241
TownSquare Capital
Utah
-$260K -1,751 Closed
SAM
242
Secure Asset Management
Michigan
-$256K -1,722 Closed
CF
243
Convergence Financial
Missouri
-$241K -1,621 Closed
Fisher Asset Management
244
Fisher Asset Management
Washington
-$226K -1,520 Closed
IPW
245
Impact Partnership Wealth
Georgia
-$223K -1,500 Closed
QPW
246
Quantum Private Wealth
Florida
-$223K -1,500 Closed
KWM
247
Kingsview Wealth Management
Oregon
-$217K -1,459 Closed
CWS
248
Cypress Wealth Services
California
-$216K -1,456 Closed
WMA
249
Wealth Management Associates
New Jersey
-$216K -1,453 Closed
RG
250
Rathbones Group
United Kingdom
-$213K -1,436 Closed