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First Trust Technology AlphaDEX Fund

244 hedge funds and large institutions have $766M invested in First Trust Technology AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

48% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 90

55% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 31

Holders
244
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$5.73M
2 +$4.56M
3 +$3.74M
4
CI
CX Institutional
Indiana
+$3.58M
5
UBS AM
UBS AM
Illinois
+$2.74M

Top Sellers

1 -$9.51M
2 -$7.47M
3 -$7.36M
4
IPW
IronBridge Private Wealth
Texas
-$5.08M
5
LPL Financial
LPL Financial
California
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Waverly Advisors
Alabama
$5.15M
IWM
27
IHT Wealth Management
Illinois
$4.99M
PWS
28
Proactive Wealth Strategies
Georgia
$4.95M
KPWS
29
Kestra Private Wealth Services
Texas
$4.78M
CPIG
30
Chicago Partners Investment Group
Illinois
$4.68M
TWM
31
Triton Wealth Management
Arizona
$4.52M
IAA
32
Independent Advisor Alliance
North Carolina
$4.33M
CI
33
CX Institutional
Indiana
$4.29M
NA
34
NewEdge Advisors
Louisiana
$4.22M
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$4.01M
US Bancorp
36
US Bancorp
Minnesota
$3.9M
SPWM
37
Schrum Private Wealth Management
Florida
$3.42M
KAS
38
Kestra Advisory Services
Texas
$3.36M
UBS AM
39
UBS AM
Illinois
$2.96M
FFA
40
Farther Finance Advisors
California
$2.8M
P
41
&Partners
Tennessee
$2.57M
SI
42
Stephens Inc
Arkansas
$2.54M
Jones Financial Companies
43
Jones Financial Companies
Missouri
$2.49M
LSA
44
L & S Advisors
California
$2.42M
MIM
45
MTM Investment Management
South Carolina
$2.31M
SFG
46
Socha Financial Group
New York
$2.29M
Baird Financial Group
47
Baird Financial Group
Wisconsin
$2.17M
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$2.05M
PAG
49
Private Advisor Group
New Jersey
$1.9M
PFA
50
Plotkin Financial Advisors
Maryland
$1.77M