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First Trust Technology AlphaDEX Fund

215 hedge funds and large institutions have $1.73B invested in First Trust Technology AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 107 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% less ownership

Funds ownership: 72.15%70.88% (-1.3%)

4% less funds holding

Funds holding: 225215 (-10)

8% less capital invested

Capital invested by funds: $1.88B → $1.73B (-$154M)

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

57% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 107

Holders
215
Holders Change
-10
Holders Change %
-4.44%
% of All Funds
3.78%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.14%
New
21
Increased
46
Reduced
107
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
26
Advisory Services Network
Georgia
$9.14M +$157K +1,361 +2%
TWM
27
Triton Wealth Management
Arizona
$8.52M +$392K +3,401 +5%
FEM
28
Fulcrum Equity Management
Texas
$8.01M +$1.7M +14,739 +26%
MML Investors Services
29
MML Investors Services
Massachusetts
$7.92M -$674K -5,844 -8%
RW
30
RVW Wealth
California
$7M -$14.6K -127 -0.2%
NA
31
Navellier & Associates
Nevada
$6.24M -$315K -2,736 -5%
KIG
32
Kowal Investment Group
Wisconsin
$5.45M +$95.1K +825 +2%
Citadel Advisors
33
Citadel Advisors
Florida
$5.25M +$4.22M +36,601 +383%
SWM
34
Spire Wealth Management
Virginia
$5.19M +$5.73M +49,693 New
AIM
35
Astor Investment Management
Illinois
$5.15M -$512K -4,439 -9%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$5.06M +$2.01M +17,460 +64%
SAM
37
Secure Asset Management
Michigan
$4.47M -$268K -2,325 -6%
FHC
38
First Heartland Consultants
Missouri
$4.21M -$1.42M -12,359 -25%
IWM
39
IHT Wealth Management
Illinois
$3.96M -$76.1K -660 -2%
US Bancorp
40
US Bancorp
Minnesota
$3.79M +$461 +4 +0%
SFI
41
SPC Financial Inc
Maryland
$3.75M -$61.2K -531 -2%
GA
42
Gateway Advisory
New Jersey
$3.67M -$4.59M -39,823 -55%
Goldman Sachs
43
Goldman Sachs
New York
$3.66M -$1.21M -10,482 -25%
VCM
44
Virtue Capital Management
Tennessee
$3.4M -$2.65M -23,006 -43%
FTUS
45
Flow Traders U.S.
New York
$3.23M +$1.34M +11,668 +70%
FAIM
46
Financial Advocates Investment Management
Washington
$2.89M +$323K +2,802 +12%
MWM
47
MinichMacGregor Wealth Management
New York
$2.7M -$20.4K -177 -0.7%
AP
48
Atwood & Palmer
Missouri
$2.6M -$81.8K -710 -3%
JP Morgan Chase
49
JP Morgan Chase
New York
$2.6M -$43.1K -374 -2%
PAG
50
Private Advisor Group
New Jersey
$2.54M -$7.18M -62,277 -74%