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First Trust Technology AlphaDEX Fund

192 hedge funds and large institutions have $1.56B invested in First Trust Technology AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

6% more funds holding

Funds holding: 181192 (+11)

5% more capital invested

Capital invested by funds: $1.49B → $1.56B (+$74.7M)

0.2% less ownership

Funds ownership: 71.71%71.52% (-0.2%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

30% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 79

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $385K

Holders
192
Holders Change
+11
Holders Change %
+6.08%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.16%
New
27
Increased
55
Reduced
79
Closed
14
Calls
Puts
$385K
Net Calls
-$385K
Net Calls Change
-$385K
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
51
Level Four Advisory Services
Texas
$1.89M -$63.6K -722 -3%
TRCT
52
Tower Research Capital (TRC)
New York
$1.82M +$1.76M +20,010 New
SAM
53
SignalPoint Asset Management
Missouri
$1.66M -$20.4K -232 -1%
SI
54
Stephens Inc
Arkansas
$1.63M -$44.2K -502 -3%
CA
55
Cetera Advisors
Colorado
$1.6M -$54.4K -618 -3%
AWA
56
Arkadios Wealth Advisors
Georgia
$1.43M
PFS
57
Prospera Financial Services
Texas
$1.42M -$352K -3,994 -20%
WI
58
Wintrust Investments
Illinois
$1.42M +$518K +5,881 +61%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$1.41M +$119K +1,357 +10%
FAAS
60
First Allied Advisory Services
California
$1.39M +$427K +4,847 +47%
CAN
61
Cetera Advisor Networks
California
$1.37M -$61K -693 -4%
AI
62
Atria Investments
North Carolina
$1.34M -$284K -3,231 -18%
P
63
&Partners
Tennessee
$1.33M +$663K +7,528 +106%
SPC
64
Sigma Planning Corp
Michigan
$1.31M -$1.28M -14,579 -50%
CFD
65
Creative Financial Designs
Indiana
$1.27M -$236K -2,678 -16%
22CM
66
20/20 Capital Management
California
$1.24M -$63.9K -726 -5%
MOS
67
MGO One Seven
Ohio
$1.17M -$89.7K -1,019 -7%
IA
68
IFP Advisors
Florida
$1.16M -$97.4K -1,106 -8%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$1.06M -$34.8K -395 -3%
CS
70
Credit Suisse
Switzerland
$1.04M
CWA
71
Capital Wealth Alliance
Arizona
$1.02M -$43.9K -499 -4%
AWM
72
AE Wealth Management
Kansas
$1M -$61.1K -694 -6%
SG
73
StoneX Group
New York
$936K -$11.6K -132 -1%
HI
74
Horizon Investments
North Carolina
$902K +$621K +7,051 +245%
TA
75
TFG Advisers
Michigan
$890K -$32.8K -372 -4%