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First Trust Technology AlphaDEX Fund

196 hedge funds and large institutions have $573M invested in First Trust Technology AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $523M → $573M (+$50.4M)

6% more funds holding

Funds holding: 185196 (+11)

0.31% more ownership

Funds ownership: 56.09%56.41% (+0.31%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

31% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 75

Holders
196
Holders Change
+11
Holders Change %
+5.95%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
28
Increased
52
Reduced
75
Closed
16
Calls
$201K
Puts
Net Calls
+$201K
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$3.84M +$3.08M +33,384 +392%
VAS
27
Vestmark Advisory Solutions
Massachusetts
$3.53M +$1.41M +15,267 +66%
MML Investors Services
28
MML Investors Services
Massachusetts
$3.49M -$79.2K -859 -2%
SFG
29
Socha Financial Group
New York
$3.3M +$12.2K +132 +0.4%
AIM
30
Astor Investment Management
Illinois
$2.74M +$59K +640 +2%
CA
31
Cetera Advisors
Colorado
$2.64M +$174K +1,888 +7%
CA
32
CoreCap Advisors
Michigan
$2.56M +$362K +3,927 +16%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$2.36M +$1.43M +15,465 +150%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$2.32M +$695K +7,531 +42%
IWM
35
IHT Wealth Management
Illinois
$2.32M -$986K -10,685 -30%
SPWM
36
Schrum Private Wealth Management
Florida
$2.23M -$46.1K -500 -2%
CI
37
CX Institutional
Indiana
$2.17M +$2.18M +23,682 New
IA
38
IFP Advisors
Florida
$2.05M -$880K -9,546 -15%
SPIA
39
Steward Partners Investment Advisory
New York
$1.93M -$1.55M -16,852 -44%
US Bancorp
40
US Bancorp
Minnesota
$1.8M -$12.2K -132 -0.7%
PPWM
41
Paragon Private Wealth Management
Kentucky
$1.7M +$738 +8 +0%
MIM
42
MTM Investment Management
South Carolina
$1.54M -$27.7K -300 -2%
SI
43
Stephens Inc
Arkansas
$1.53M -$81.1K -879 -5%
HighTower Advisors
44
HighTower Advisors
Illinois
$1.5M -$87.3K -947 -5%
KeyBank National Association
45
KeyBank National Association
Ohio
$1.48M +$1.26M +13,647 +533%
SWM
46
Spire Wealth Management
Virginia
$1.47M +$511K +5,545 +53%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$1.44M -$133K -1,447 -8%
AWA
48
Arkadios Wealth Advisors
Georgia
$1.4M +$1.01K +11 +0.1%
SAM
49
SignalPoint Asset Management
Missouri
$1.31M -$9.78K -106 -0.7%
PCH
50
PGIM Custom Harvest
New Jersey
$1.27M +$1.28M +13,862 New