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First Trust Technology AlphaDEX Fund

231 hedge funds and large institutions have $685M invested in First Trust Technology AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 95 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.1% less ownership

Funds ownership: 58.91%57.81% (-1.1%)

11% less funds holding

Funds holding: 260231 (-29)

17% less capital invested

Capital invested by funds: $828M → $685M (-$143M)

61% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 95

62% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 34

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $661K

Holders
231
Holders Change
-29
Holders Change %
-11.15%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
13
Increased
37
Reduced
95
Closed
34
Calls
Puts
$661K
Net Calls
-$661K
Net Calls Change
+$4.55M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
26
Strategic Blueprint
Georgia
$4.89M +$385K +2,599 +8%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$4.58M +$4.06M +27,423 +381%
IWM
28
IHT Wealth Management
Illinois
$4.43M -$7.41K -50 -0.2%
KPWS
29
Kestra Private Wealth Services
Texas
$4.16M -$309K -2,088 -6%
BTWM
30
Brass Tax Wealth Management
Ohio
$4.03M -$172K -1,162 -4%
CPIG
31
Chicago Partners Investment Group
Illinois
$3.94M +$3.87M +26,098 +1,217%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$3.29M -$67.6K -456 -2%
NA
33
NewEdge Advisors
Louisiana
$3.15M -$8.66M -58,423 -71%
AAS
34
Avantax Advisory Services
Texas
$3.02M -$850K -5,738 -20%
SPWM
35
Schrum Private Wealth Management
Florida
$2.97M -$22.2K -150 -0.7%
WA
36
Win Advisors
Florida
$2.93M +$3.28M +22,118 New
Goldman Sachs
37
Goldman Sachs
New York
$2.83M -$1.9M -12,839 -37%
SWM
38
Spire Wealth Management
Virginia
$2.73M -$22.2K -150 -0.7%
KAS
39
Kestra Advisory Services
Texas
$2.7M +$82.8K +559 +3%
US Bancorp
40
US Bancorp
Minnesota
$2.69M +$108K +728 +4%
SFG
41
Socha Financial Group
New York
$2.46M -$1.29M -8,681 -32%
WWA
42
Wealth Watch Advisors
Colorado
$2.25M -$269K -1,814 -10%
PWS
43
Proactive Wealth Strategies
Georgia
$2.15M -$63.4K -428 -3%
SI
44
Stephens Inc
Arkansas
$2.15M -$16.6K -112 -0.7%
MML Investors Services
45
MML Investors Services
Massachusetts
$2.03M +$1.3M +8,782 +134%
BAS
46
Brueske Advisory Services
Washington
$1.99M -$3.7K -25 -0.2%
MIM
47
MTM Investment Management
South Carolina
$1.99M
CA
48
CoreCap Advisors
Michigan
$1.94M -$74.5K -503 -3%
LSA
49
L & S Advisors
California
$1.8M -$271K -1,831 -12%
Jane Street
50
Jane Street
New York
$1.74M +$329K +2,220 +20%