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First Trust Technology AlphaDEX Fund

181 hedge funds and large institutions have $1.49B invested in First Trust Technology AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

28% more capital invested

Capital invested by funds: $1.16B → $1.49B (+$324M)

0.16% more ownership

Funds ownership: 71.55%71.71% (+0.16%)

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

2% less funds holding

Funds holding: 185181 (-4)

65% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 94

Holders
181
Holders Change
-4
Holders Change %
-2.16%
% of All Funds
3.71%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.23%
New
29
Increased
33
Reduced
94
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
SignalPoint Asset Management
Missouri
$1.54M -$6.77K -93 -0.5%
SI
52
Stephens Inc
Arkansas
$1.53M -$1.46K -20 -0.1%
CA
53
Cetera Advisors
Colorado
$1.52M -$7.42K -102 -0.6%
AI
54
Atria Investments
North Carolina
$1.5M -$1.73M -23,728 -57%
CFD
55
Creative Financial Designs
Indiana
$1.39M +$457K +6,283 +60%
CAN
56
Cetera Advisor Networks
California
$1.31M -$56.8K -780 -5%
22CM
57
20/20 Capital Management
California
$1.26M -$256K -3,521 -20%
GFPC
58
Global Financial Private Capital
Florida
$1.26M -$1.94M -26,594 -64%
AWA
59
Arkadios Wealth Advisors
Georgia
$1.23M -$10.2K -140 -1%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$1.18M +$339K +4,656 +49%
MOS
61
MGO One Seven
Ohio
$1.16M +$73.5K +1,010 +8%
IA
62
IFP Advisors
Florida
$1.13M -$2.12M -29,074 -68%
Jane Street
63
Jane Street
New York
$1.03M -$1.66M -22,833 -65%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$1M +$12K +165 +1%
FAM
65
Flaharty Asset Management
Florida
$991K +$73 +1 +0%
AWM
66
AE Wealth Management
Kansas
$978K -$617K -8,474 -42%
CWA
67
Capital Wealth Alliance
Arizona
$978K -$600K -8,245 -41%
CS
68
Credit Suisse
Switzerland
$952K
Renaissance Technologies
69
Renaissance Technologies
New York
$892K +$779K +10,700 New
TFA
70
Transamerica Financial Advisors
Florida
$881K +$638K +8,761 +486%
SG
71
StoneX Group
New York
$870K -$389K -5,344 -34%
FAAS
72
First Allied Advisory Services
California
$867K -$326K -4,477 -30%
TA
73
TFG Advisers
Michigan
$847K -$1.46K -20 -0.2%
WI
74
Wintrust Investments
Illinois
$810K -$2.42M -33,212 -77%
Citigroup
75
Citigroup
New York
$779K -$44.9K -617 -6%