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First Trust Technology AlphaDEX Fund

260 hedge funds and large institutions have $830M invested in First Trust Technology AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.99% more ownership

Funds ownership: 57.31%58.29% (+0.99%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

28% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 75

Holders
260
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$942K
Puts
$841K
Net Calls
Net Calls Change

Top Buyers

1 +$7.2M
2 +$5.39M
3 +$4.96M
4
LPL Financial
LPL Financial
California
+$3.7M
5
GS
GTS Securities
New York
+$3.68M

Top Sellers

1 -$6.58M
2 -$5.09M
3 -$3.34M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.31M
5
Bank of America
Bank of America
North Carolina
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$7.04M
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$5.73M
WA
28
Waverly Advisors
Alabama
$5.48M
IWM
29
IHT Wealth Management
Illinois
$5.32M
KPWS
30
Kestra Private Wealth Services
Texas
$5.24M
IPW
31
IronBridge Private Wealth
Texas
$5.08M
TWM
32
Triton Wealth Management
Arizona
$4.93M
NA
33
NewEdge Advisors
Louisiana
$4.71M
CPIG
34
Chicago Partners Investment Group
Illinois
$4.51M
US Bancorp
35
US Bancorp
Minnesota
$4.11M
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$3.88M
SPWM
37
Schrum Private Wealth Management
Florida
$3.77M
KAS
38
Kestra Advisory Services
Texas
$3.33M
P
39
&Partners
Tennessee
$3.23M
Mariner
40
Mariner
Kansas
$2.88M
PWS
41
Proactive Wealth Strategies
Georgia
$2.73M
SI
42
Stephens Inc
Arkansas
$2.68M
LSA
43
L & S Advisors
California
$2.59M
Jones Financial Companies
44
Jones Financial Companies
Missouri
$2.52M
SFG
45
Socha Financial Group
New York
$2.49M
BFG
46
Beto Financial Group
Idaho
$2.49M
MIM
47
MTM Investment Management
South Carolina
$2.46M
Baird Financial Group
48
Baird Financial Group
Wisconsin
$2.41M
FFA
49
Farther Finance Advisors
California
$2.21M
PAG
50
Private Advisor Group
New Jersey
$2.04M