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First Trust Technology AlphaDEX Fund

202 hedge funds and large institutions have $1.79B invested in First Trust Technology AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 21

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

10% more funds holding

Funds holding: 184202 (+18)

8% more capital invested

Capital invested by funds: $1.66B → $1.79B (+$129M)

0.45% less ownership

Funds ownership: 74.72%74.27% (-0.45%)

6% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 70

Holders
202
Holders Change
+18
Holders Change %
+9.78%
% of All Funds
3.98%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
42
Increased
66
Reduced
70
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
51
CreativeOne Wealth
Kansas
$2.4M -$2.12M -30,925 -48%
US Bancorp
52
US Bancorp
Minnesota
$2.26M +$19.6K +286 +0.9%
SFI
53
SPC Financial Inc
Maryland
$2.24M +$185K +2,694 +10%
CAN
54
Cetera Advisor Networks
California
$2.2M -$57.5K -838 -3%
Citadel Advisors
55
Citadel Advisors
Florida
$2.18M +$1.27M +18,531 +161%
FAAS
56
First Allied Advisory Services
California
$2.15M +$609K +8,877 +43%
JAWM
57
J. Arnold Wealth Management
Ohio
$2.02M +$1.91M +27,792 New
SCA
58
Snowden Capital Advisors
New York
$1.98M +$204K +2,971 +12%
CA
59
Cetera Advisors
Colorado
$1.98M -$357K -5,205 -16%
LFAS
60
Level Four Advisory Services
Texas
$1.9M -$774K -11,287 -30%
AWM
61
AE Wealth Management
Kansas
$1.88M +$1.04M +15,193 +142%
BRWM
62
B. Riley Wealth Management
Tennessee
$1.85M +$7K +102 +0.4%
PFS
63
Prospera Financial Services
Texas
$1.82M -$27.8K -405 -2%
NFG
64
Next Financial Group
Texas
$1.75M +$34K +495 +2%
FHC
65
First Heartland Consultants
Missouri
$1.63M -$547K -7,967 -26%
JP Morgan Chase
66
JP Morgan Chase
New York
$1.63M +$169K +2,466 +12%
SS
67
Simplicity Solutions
Minnesota
$1.63M +$490K +7,142 +47%
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$1.63M +$1.54M +22,390 New
MIAN
69
Mariner Independent Advisor Network
Kansas
$1.54M -$46.2K -673 -3%
Jane Street
70
Jane Street
New York
$1.53M -$1.05M -15,368 -42%
SI
71
Stephens Inc
Arkansas
$1.45M -$51.8K -755 -4%
SAM
72
SignalPoint Asset Management
Missouri
$1.41M -$8.16K -119 -0.6%
22CM
73
20/20 Capital Management
California
$1.34M +$1.21M +17,665 New
SL
74
Savior LLC
Massachusetts
$1.26M +$1.19M +17,420 New
SG
75
StoneX Group
New York
$1.22M +$65.3K +952 +6%