We are live on ! Find out more
FXL icon

First Trust Technology AlphaDEX Fund

235 hedge funds and large institutions have $776M invested in First Trust Technology AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0% more funds holding

Funds holding: 235235 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.62% less ownership

Funds ownership: 58.05%57.43% (-0.62%)

1% less capital invested

Capital invested by funds: $784M → $776M (-$8.75M)

11% less call options, than puts

Call options by funds: $860K | Put options by funds: $971K

35% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 82

Holders
235
Holders Change
Holders Change %
0%
% of All Funds
3.37%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
53
Reduced
82
Closed
19
Calls
$860K
Puts
$971K
Net Calls
-$111K
Net Calls Change
+$175K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$6.17M -$27.7K -206 -0.5%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$5.85M -$560K -4,170 -9%
SPWM
28
Schrum Private Wealth Management
Florida
$5.69M +$2.35M +17,500 +74%
KPWS
29
Kestra Private Wealth Services
Texas
$5.38M -$607K -4,520 -10%
SFG
30
Socha Financial Group
New York
$5.05M +$165K +1,227 +3%
IWM
31
IHT Wealth Management
Illinois
$4.72M -$206K -1,535 -4%
TWM
32
Triton Wealth Management
Arizona
$4.7M +$129K +958 +3%
SB
33
Strategic Blueprint
Georgia
$4.58M +$635K +4,731 +17%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$4.43M +$2.06M +15,313 +92%
BTWM
35
Brass Tax Wealth Management
Ohio
$4.42M -$49.1K -366 -1%
FEG
36
Financial Enhancement Group
Indiana
$4.38M +$5.91M +44,016 New
AAS
37
Avantax Advisory Services
Texas
$4M +$282K +2,102 +8%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$3.55M -$11.8K -88 -0.3%
SWM
39
Spire Wealth Management
Virginia
$3.02M
US Bancorp
40
US Bancorp
Minnesota
$2.7M +$60K +447 +2%
CIA
41
Concurrent Investment Advisors
Florida
$2.69M +$154K +1,148 +6%
Goldman Sachs
42
Goldman Sachs
New York
$2.38M +$2.31M +17,189 New
PWS
43
Proactive Wealth Strategies
Georgia
$2.35M +$2.28M +16,945 New
Baird Financial Group
44
Baird Financial Group
Wisconsin
$2.33M +$315K +2,345 +16%
SI
45
Stephens Inc
Arkansas
$2.25M
KAS
46
Kestra Advisory Services
Texas
$2.25M -$137K -1,018 -6%
CA
47
CoreCap Advisors
Michigan
$2.13M -$53.8K -401 -3%
MIM
48
MTM Investment Management
South Carolina
$2.13M -$146K -1,086 -7%
LSA
49
L & S Advisors
California
$2.12M -$137K -1,020 -6%
PPWM
50
Paragon Private Wealth Management
Kentucky
$1.98M +$31.7K +236 +2%