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First Trust Technology AlphaDEX Fund

181 hedge funds and large institutions have $1.49B invested in First Trust Technology AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

28% more capital invested

Capital invested by funds: $1.16B → $1.49B (+$324M)

0.16% more ownership

Funds ownership: 71.55%71.71% (+0.16%)

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

2% less funds holding

Funds holding: 185181 (-4)

65% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 94

Holders
181
Holders Change
-4
Holders Change %
-2.16%
% of All Funds
3.71%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.23%
New
29
Increased
33
Reduced
94
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FEM
26
Fulcrum Equity Management
Texas
$8.4M +$7.33M +100,711 New
BFEC
27
Benjamin F. Edwards & Company
Missouri
$7.79M -$671K -9,227 -9%
NA
28
Navellier & Associates
Nevada
$7.78M +$6.79M +93,246 New
TWM
29
Triton Wealth Management
Arizona
$7.17M +$1.23M +16,964 +26%
ASN
30
Advisory Services Network
Georgia
$6.62M -$110K -1,507 -2%
NC
31
NewSquare Capital
Pennsylvania
$6.43M -$226K -3,100 -4%
AIM
32
Astor Investment Management
Illinois
$6.24M +$5.45M +74,868 New
VCM
33
Virtue Capital Management
Tennessee
$6.22M +$5.43M +74,616 New
NA
34
NewEdge Advisors
Louisiana
$5.57M -$449K -6,170 -8%
RW
35
RVW Wealth
California
$5.05M -$6.07M -83,404 -58%
PFA
36
Plotkin Financial Advisors
Maryland
$4.01M +$285K +3,923 +9%
SAM
37
Secure Asset Management
Michigan
$3.67M -$3.49K -48 -0.1%
SFI
38
SPC Financial Inc
Maryland
$3.06M +$108K +1,483 +4%
IWM
39
IHT Wealth Management
Illinois
$2.91M +$26.4K +363 +1%
US Bancorp
40
US Bancorp
Minnesota
$2.7M +$150K +2,065 +7%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$2.63M +$107K +1,466 +5%
AP
42
Atwood & Palmer
Missouri
$2.59M -$214K -2,945 -9%
SPC
43
Sigma Planning Corp
Michigan
$2.42M +$245K +3,370 +13%
FHC
44
First Heartland Consultants
Missouri
$2.3M +$348K +4,782 +21%
OC
45
Oppenheimer & Co
New York
$1.98M -$219K -3,006 -11%
PAG
46
Private Advisor Group
New Jersey
$1.89M -$363K -4,988 -18%
HighTower Advisors
47
HighTower Advisors
Illinois
$1.88M -$343K -4,708 -17%
JP Morgan Chase
48
JP Morgan Chase
New York
$1.85M +$46.6K +641 +3%
LFAS
49
Level Four Advisory Services
Texas
$1.8M +$13.5K +186 +0.9%
PFS
50
Prospera Financial Services
Texas
$1.64M -$315K -4,322 -18%