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First Trust Technology AlphaDEX Fund

210 hedge funds and large institutions have $1.85B invested in First Trust Technology AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 75 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

3% more funds holding

Funds holding: 203210 (+7)

2% more capital invested

Capital invested by funds: $1.83B → $1.85B (+$29.3M)

0.16% more ownership

Funds ownership: 70.01%70.16% (+0.16%)

13% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 75

Holders
210
Holders Change
+7
Holders Change %
+3.45%
% of All Funds
3.68%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
18
Increased
65
Reduced
75
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
26
Benjamin F. Edwards & Company
Missouri
$9.38M +$134K +1,065 +1%
MML Investors Services
27
MML Investors Services
Massachusetts
$8.39M -$688K -5,477 -7%
IPW
28
IronBridge Private Wealth
Texas
$8.27M +$8.46M +67,323 New
VCM
29
Virtue Capital Management
Tennessee
$8.17M +$8.35M +66,500 New
RW
30
RVW Wealth
California
$7M -$377 -3 -0%
FEG
31
Financial Enhancement Group
Indiana
$6.73M +$6.02M +47,934 +704%
SWM
32
Spire Wealth Management
Virginia
$6.56M +$92.6K +737 +1%
KIG
33
Kowal Investment Group
Wisconsin
$6.26M +$304K +2,423 +5%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$5.26M +$1.98M +15,802 +59%
AIM
35
Astor Investment Management
Illinois
$5.18M -$353K -2,808 -6%
FAIM
36
Financial Advocates Investment Management
Washington
$4.79M +$59.3K +472 +1%
MWM
37
MinichMacGregor Wealth Management
New York
$4.76M +$415K +3,306 +9%
GA
38
Gateway Advisory
New Jersey
$4.53M +$242K +1,928 +6%
IWM
39
IHT Wealth Management
Illinois
$4.38M +$76K +605 +2%
SAM
40
Secure Asset Management
Michigan
$4.07M -$447K -3,557 -10%
SFI
41
SPC Financial Inc
Maryland
$4.07M -$134K -1,064 -3%
US Bancorp
42
US Bancorp
Minnesota
$3.67M -$91.1K -725 -2%
Barclays
43
Barclays
United Kingdom
$3.55M +$1.02M +8,153 +39%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$3.5M +$481K +3,832 +16%
CA
45
Cetera Advisors
Colorado
$3.44M +$588K +4,685 +20%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$3.14M -$748K -5,954 -19%
JP Morgan Chase
47
JP Morgan Chase
New York
$3.1M +$277K +2,208 +10%
PAG
48
Private Advisor Group
New Jersey
$3.03M +$306K +2,438 +11%
OC
49
Oppenheimer & Co
New York
$3.01M +$397K +3,158 +15%
WS
50
Wedbush Securities
California
$2.61M +$226K +1,803 +9%