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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: 235 → 235 (0)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (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
Top Buyers
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$5.91M |
| 2 |
Jane Street
New York
|
+$2.99M |
| 3 |
SPWM
Schrum Private Wealth Management
St. Augustine,
Florida
|
+$2.35M |
| 4 |
Goldman Sachs
New York
|
+$2.31M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.06M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$9.14M |
| 2 |
IPW
IronBridge Private Wealth
Austin,
Texas
|
-$4.66M |
| 3 |
NA
Navellier & Associates
Reno,
Nevada
|
-$3.43M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$3.39M |
| 5 |
MCM
MAI Capital Management
Independence,
Ohio
|
-$3.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DWP
251
Daymark Wealth Partners
Cincinnati,
Ohio
| – | -$243K | -1,785 | Closed |
|
|
GCP
252
GSA Capital Partners
London,
United Kingdom
| – | -$230K | -1,688 | Closed |
|
253
TIAA Trust, National Association
Charlotte,
North Carolina
| – | -$209K | -1,536 | Closed |
|
|
EWA
254
EP Wealth Advisors
Torrance,
California
| – | -$115K | -843 | Closed |
|
|
GI
255
Gradient Investments
Arden Hills,
Minnesota
| – | -$1.91K | -14 | Closed |
|