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First Trust Technology AlphaDEX Fund

203 hedge funds and large institutions have $1.83B invested in First Trust Technology AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 78 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.73B → $1.83B (+$95.5M)

0.87% less ownership

Funds ownership: 70.88%70.01% (-0.87%)

6% less funds holding

Funds holding: 215203 (-12)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

27% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 78

35% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 31

Holders
203
Holders Change
-12
Holders Change %
-5.58%
% of All Funds
3.53%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
20
Increased
57
Reduced
78
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
26
Benjamin F. Edwards & Company
Missouri
$9.35M -$1.05M -8,827 -10%
MML Investors Services
27
MML Investors Services
Massachusetts
$9.16M +$485K +4,077 +6%
RW
28
RVW Wealth
California
$7M -$1.66K -14 -0%
SWM
29
Spire Wealth Management
Virginia
$6.53M +$349K +2,938 +6%
KIG
30
Kowal Investment Group
Wisconsin
$6.03M +$66.7K +561 +1%
AIM
31
Astor Investment Management
Illinois
$5.59M -$35.9K -302 -0.7%
FAIM
32
Financial Advocates Investment Management
Washington
$4.78M +$1.55M +13,065 +51%
SAM
33
Secure Asset Management
Michigan
$4.55M -$314K -2,645 -7%
MWM
34
MinichMacGregor Wealth Management
New York
$4.4M +$1.39M +11,689 +49%
IWM
35
IHT Wealth Management
Illinois
$4.35M +$19.6K +165 +0.5%
GA
36
Gateway Advisory
New Jersey
$4.34M +$319K +2,681 +8%
SFI
37
SPC Financial Inc
Maryland
$4.24M +$135K +1,136 +3%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$3.91M -$1.55M -13,037 -29%
CAN
39
Cetera Advisor Networks
California
$3.81M +$1.89M +15,914 +108%
US Bancorp
40
US Bancorp
Minnesota
$3.79M -$329K -2,767 -8%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$3.35M +$3.21M +27,010 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$3.06M +$670K +5,637 +30%
CA
43
Cetera Advisors
Colorado
$2.89M +$1.12M +9,460 +68%
JP Morgan Chase
44
JP Morgan Chase
New York
$2.86M +$12.4K +104 +0.5%
PAG
45
Private Advisor Group
New Jersey
$2.76M -$21K -177 -0.8%
OC
46
Oppenheimer & Co
New York
$2.65M +$68.8K +579 +3%
Barclays
47
Barclays
United Kingdom
$2.58M +$2.47M +20,754 New
VVP
48
Venture Visionary Partners
Ohio
$2.55M -$5.94K -50 -0.2%
HighTower Advisors
49
HighTower Advisors
Illinois
$2.52M +$166K +1,398 +7%
AP
50
Atwood & Palmer
Missouri
$2.49M -$335K -2,815 -12%