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First Trust Technology AlphaDEX Fund

226 hedge funds and large institutions have $1.21B invested in First Trust Technology AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 42 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

8% more funds holding

Funds holding: 210226 (+16)

8.96% less ownership

Funds ownership: 70.16%61.2% (-9%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

35% less capital invested

Capital invested by funds: $1.85B → $1.21B (-$640M)

56% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 95

Holders
226
Holders Change
+16
Holders Change %
+7.62%
% of All Funds
3.48%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
43
Increased
42
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RW
26
RVW Wealth
California
$7.6M -$179K -1,367 -2%
FEG
27
Financial Enhancement Group
Indiana
$7.06M -$163K -1,248 -2%
KIG
28
Kowal Investment Group
Wisconsin
$7M +$267K +2,036 +4%
VCM
29
Virtue Capital Management
Tennessee
$6.44M -$2.32M -17,738 -27%
NA
30
Navellier & Associates
Nevada
$5.96M +$5.91M +45,129 New
CA
31
CoreCap Advisors
Michigan
$5.68M +$5.63M +43,011 New
IWM
32
IHT Wealth Management
Illinois
$5.53M +$817K +6,237 +17%
AIM
33
Astor Investment Management
Illinois
$5.52M -$46.2K -353 -0.8%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$5.11M -$541K -4,133 -10%
GA
35
Gateway Advisory
New Jersey
$4.87M -$3.27K -25 -0.1%
FEM
36
Fulcrum Equity Management
Texas
$4.85M +$4.81M +36,753 New
SFG
37
Socha Financial Group
New York
$4.76M +$4.72M +36,055 New
SWM
38
Spire Wealth Management
Virginia
$4.55M -$2.48M -18,921 -35%
MWM
39
MinichMacGregor Wealth Management
New York
$4.34M -$771K -5,886 -15%
HF
40
HRT Financial
New York
$4.19M +$4.16M +31,733 New
Goldman Sachs
41
Goldman Sachs
New York
$3.78M +$3.75M +28,601 New
CA
42
Cetera Advisors
Colorado
$3.32M -$371K -2,832 -10%
SPWM
43
Schrum Private Wealth Management
Florida
$3.29M +$3.26M +24,902 New
CAN
44
Cetera Advisor Networks
California
$3.12M +$474K +3,619 +18%
US Bancorp
45
US Bancorp
Minnesota
$3.1M -$831K -6,348 -21%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$2.95M -$7.07M -53,997 -71%
PAG
47
Private Advisor Group
New Jersey
$2.85M -$402K -3,069 -12%
AWM
48
AE Wealth Management
Kansas
$2.69M +$23.6K +180 +0.9%
VVP
49
Venture Visionary Partners
Ohio
$2.69M -$19.9K -152 -0.7%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$2.58M -$1.18M -8,990 -32%