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First Trust Technology AlphaDEX Fund

244 hedge funds and large institutions have $766M invested in First Trust Technology AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.3% more ownership

Funds ownership: 58.67%58.97% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less funds holding

Funds holding: 266244 (-22)

8% less capital invested

Capital invested by funds: $835M → $766M (-$69.3M)

48% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 90

55% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 31

Holders
244
Holders Change
-22
Holders Change %
-8.27%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
47
Reduced
90
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Waverly Advisors
Alabama
$5.15M -$20.9K -125 -0.4%
IWM
27
IHT Wealth Management
Illinois
$4.99M -$16.7K -100 -0.3%
PWS
28
Proactive Wealth Strategies
Georgia
$4.95M +$2.5M +14,972 +92%
KPWS
29
Kestra Private Wealth Services
Texas
$4.78M -$173K -1,035 -3%
CPIG
30
Chicago Partners Investment Group
Illinois
$4.68M -$102K -612 -2%
TWM
31
Triton Wealth Management
Arizona
$4.52M -$382K -2,287 -8%
IAA
32
Independent Advisor Alliance
North Carolina
$4.33M +$4.56M +27,249 New
CI
33
CX Institutional
Indiana
$4.29M +$3.58M +21,385 +380%
NA
34
NewEdge Advisors
Louisiana
$4.22M -$244K -1,460 -5%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$4.01M +$360K +2,153 +9%
US Bancorp
36
US Bancorp
Minnesota
$3.9M +$21.1K +126 +0.5%
SPWM
37
Schrum Private Wealth Management
Florida
$3.42M -$148K -888 -4%
KAS
38
Kestra Advisory Services
Texas
$3.36M +$225K +1,345 +7%
UBS AM
39
UBS AM
Illinois
$2.96M +$2.74M +16,409 +740%
FFA
40
Farther Finance Advisors
California
$2.8M +$691K +4,132 +31%
P
41
&Partners
Tennessee
$2.57M -$517K -3,091 -16%
SI
42
Stephens Inc
Arkansas
$2.54M +$8.36K +50 +0.3%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$2.49M +$160K +957 +6%
LSA
44
L & S Advisors
California
$2.42M -$33.1K -198 -1%
MIM
45
MTM Investment Management
South Carolina
$2.31M -$16.7K -100 -0.7%
SFG
46
Socha Financial Group
New York
$2.29M -$61K -365 -2%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$2.17M -$114K -680 -5%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$2.05M +$2.16M +12,896 New
PAG
49
Private Advisor Group
New Jersey
$1.9M -$27.3K -163 -1%
PFA
50
Plotkin Financial Advisors
Maryland
$1.77M