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First Trust Technology AlphaDEX Fund

199 hedge funds and large institutions have $587M invested in First Trust Technology AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

2% more funds holding

Funds holding: 196199 (+3)

2% more capital invested

Capital invested by funds: $573M → $587M (+$13.5M)

0.24% more ownership

Funds ownership: 56.41%56.65% (+0.24%)

43% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 79

Holders
199
Holders Change
+3
Holders Change %
+1.53%
% of All Funds
3.17%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
22
Increased
45
Reduced
79
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.63M +$1.88M +18,681 +74%
FEG
27
Financial Enhancement Group
Indiana
$4.38M +$4.44M +44,016 New
NA
28
Navellier & Associates
Nevada
$4.15M +$3.98M +39,470 New
IWM
29
IHT Wealth Management
Illinois
$3.88M +$1.16M +11,538 +46%
SFG
30
Socha Financial Group
New York
$3.77M -$22.2K -220 -0.6%
Goldman Sachs
31
Goldman Sachs
New York
$3.4M -$1.33M -13,186 -29%
CA
32
Cetera Advisors
Colorado
$3.09M +$60.3K +598 +2%
AIM
33
Astor Investment Management
Illinois
$2.98M -$155K -1,533 -5%
NA
34
NewEdge Advisors
Louisiana
$2.83M +$738K +7,319 +37%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$2.75M +$42.3K +419 +2%
SPWM
36
Schrum Private Wealth Management
Florida
$2.57M
SPIA
37
Steward Partners Investment Advisory
New York
$2.55M +$316K +3,130 +15%
SWM
38
Spire Wealth Management
Virginia
$2.43M +$715K +7,092 +44%
US Bancorp
39
US Bancorp
Minnesota
$2.06M -$5.85K -58 -0.3%
MIM
40
MTM Investment Management
South Carolina
$1.77M
SI
41
Stephens Inc
Arkansas
$1.76M
Baird Financial Group
42
Baird Financial Group
Wisconsin
$1.64M -$15.2K -151 -1%
PPWM
43
Paragon Private Wealth Management
Kentucky
$1.62M -$327K -3,243 -17%
AWA
44
Arkadios Wealth Advisors
Georgia
$1.61M +$5.04K +50 +0.3%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.6M -$119K -1,176 -7%
SAM
46
SignalPoint Asset Management
Missouri
$1.5M -$6.76K -67 -0.5%
PAG
47
Private Advisor Group
New Jersey
$1.43M +$25.5K +253 +2%
HGERS
48
Householder Group Estate & Retirement Specialist
Arizona
$1.42M +$1.36M +13,516 New
AI
49
Atria Investments
North Carolina
$1.3M +$20.2K +200 +2%
HI
50
Harbour Investments
Wisconsin
$1.23M -$49.8K -494 -4%