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First Trust Technology AlphaDEX Fund

243 hedge funds and large institutions have $762M invested in First Trust Technology AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 15 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

52% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 31

Holders
243
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
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$4.01M
US Bancorp
35
US Bancorp
Minnesota
$3.9M
SPWM
36
Schrum Private Wealth Management
Florida
$3.42M
KAS
37
Kestra Advisory Services
Texas
$3.36M
UBS AM
38
UBS AM
Illinois
$2.96M
FFA
39
Farther Finance Advisors
California
$2.8M
P
40
&Partners
Tennessee
$2.57M
SI
41
Stephens Inc
Arkansas
$2.54M
Jones Financial Companies
42
Jones Financial Companies
Missouri
$2.49M
LSA
43
L & S Advisors
California
$2.42M
MIM
44
MTM Investment Management
South Carolina
$2.31M
SFG
45
Socha Financial Group
New York
$2.29M
Baird Financial Group
46
Baird Financial Group
Wisconsin
$2.17M
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$2.05M
PAG
48
Private Advisor Group
New Jersey
$1.9M
PFA
49
Plotkin Financial Advisors
Maryland
$1.77M
HighTower Advisors
50
HighTower Advisors
Illinois
$1.75M