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First Trust Technology AlphaDEX Fund

185 hedge funds and large institutions have $523M invested in First Trust Technology AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.24% more ownership

Funds ownership: 55.85%56.09% (+0.24%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 188185 (-3)

11% less capital invested

Capital invested by funds: $585M → $523M (-$62M)

38% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 72

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
13
Increased
45
Reduced
72
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$3.12M +$1.3M +13,091 +57%
SFG
27
Socha Financial Group
New York
$3.11M +$55.4K +560 +2%
GA
28
Gateway Advisory
New Jersey
$2.94M +$3.35M +33,863 New
Goldman Sachs
29
Goldman Sachs
New York
$2.73M -$1.39M -14,020 -31%
AIM
30
Astor Investment Management
Illinois
$2.54M -$1.31M -13,207 -31%
IA
31
IFP Advisors
Florida
$2.44M +$34K +344 +0.6%
CA
32
Cetera Advisors
Colorado
$2.33M +$40.8K +412 +2%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$2.21M +$1.06M +10,749 +73%
SPWM
34
Schrum Private Wealth Management
Florida
$2.16M
CA
35
CoreCap Advisors
Michigan
$2.09M -$500K -5,048 -17%
VAS
36
Vestmark Advisory Solutions
Massachusetts
$2.02M +$1.33M +13,466 +137%
NA
37
NewEdge Advisors
Louisiana
$1.83M +$89.6K +905 +4%
PPWM
38
Paragon Private Wealth Management
Kentucky
$1.72M +$2.18K +22 +0.1%
US Bancorp
39
US Bancorp
Minnesota
$1.72M +$34.7K +351 +2%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.54M -$65.1K -658 -4%
SI
41
Stephens Inc
Arkansas
$1.52M
HighTower Advisors
42
HighTower Advisors
Illinois
$1.5M +$99 +1 +0%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$1.49M -$806K -8,147 -32%
MIM
44
MTM Investment Management
South Carolina
$1.49M
PAG
45
Private Advisor Group
New Jersey
$1.39M -$537K -5,426 -25%
AWA
46
Arkadios Wealth Advisors
Georgia
$1.32M +$990 +10 +0.1%
AFP
47
Ausdal Financial Partners
Iowa
$1.26M +$43.5K +440 +3%
SAM
48
SignalPoint Asset Management
Missouri
$1.25M -$1.19K -12 -0.1%
HI
49
Harbour Investments
Wisconsin
$1.07M
BRWA
50
B. Riley Wealth Advisors
Florida
$1.07M +$877K +8,859 +254%