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First Trust Technology AlphaDEX Fund

192 hedge funds and large institutions have $1.56B invested in First Trust Technology AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

6% more funds holding

Funds holding: 181192 (+11)

5% more capital invested

Capital invested by funds: $1.49B → $1.56B (+$74.7M)

0.2% less ownership

Funds ownership: 71.71%71.52% (-0.2%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

30% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 79

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $385K

Holders
192
Holders Change
+11
Holders Change %
+6.08%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.16%
New
27
Increased
55
Reduced
79
Closed
14
Calls
Puts
$385K
Net Calls
-$385K
Net Calls Change
-$385K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$7.59M +$1.47M +16,749 +25%
PAG
27
Private Advisor Group
New Jersey
$7.44M +$5.21M +59,132 +261%
MML Investors Services
28
MML Investors Services
Massachusetts
$7.3M -$9.79M -111,169 -58%
ASN
29
Advisory Services Network
Georgia
$7.26M +$38.4K +436 +0.5%
FEM
30
Fulcrum Equity Management
Texas
$6.9M -$2.18M -24,798 -25%
NA
31
Navellier & Associates
Nevada
$6.61M -$1.81M -20,541 -22%
GA
32
Gateway Advisory
New Jersey
$6.6M -$2.51M -28,527 -28%
VCM
33
Virtue Capital Management
Tennessee
$6.36M -$408K -4,636 -6%
RW
34
RVW Wealth
California
$5.44M -$64.4K -732 -1%
TWM
35
Triton Wealth Management
Arizona
$5.25M -$2.28M -25,931 -31%
AIM
36
Astor Investment Management
Illinois
$5.11M -$1.65M -18,698 -25%
FHC
37
First Heartland Consultants
Missouri
$5.07M +$2.48M +28,189 +102%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$4.58M +$4.43M +50,341 New
SAM
39
Secure Asset Management
Michigan
$3.92M -$77.1K -876 -2%
IWM
40
IHT Wealth Management
Illinois
$3.29M +$113K +1,280 +4%
SFI
41
SPC Financial Inc
Maryland
$3.06M -$267K -3,034 -8%
US Bancorp
42
US Bancorp
Minnesota
$3M +$55.5K +630 +2%
OC
43
Oppenheimer & Co
New York
$2.33M +$159K +1,807 +8%
AP
44
Atwood & Palmer
Missouri
$2.22M -$582K -6,615 -21%
JP Morgan Chase
45
JP Morgan Chase
New York
$2.17M +$145K +1,652 +7%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$2.1M -$742K -8,426 -27%
FAIM
47
Financial Advocates Investment Management
Washington
$2.08M +$1.34M +15,186 +198%
KAS
48
Kestra Advisory Services
Texas
$1.99M +$1.92M +21,831 New
HighTower Advisors
49
HighTower Advisors
Illinois
$1.98M -$60.7K -690 -3%
PFA
50
Plotkin Financial Advisors
Maryland
$1.98M -$2.32M -26,380 -55%