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First Trust Technology AlphaDEX Fund

215 hedge funds and large institutions have $1.73B invested in First Trust Technology AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 107 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% less ownership

Funds ownership: 72.15%70.88% (-1.3%)

4% less funds holding

Funds holding: 225215 (-10)

8% less capital invested

Capital invested by funds: $1.88B → $1.73B (-$154M)

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

57% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 107

Holders
215
Holders Change
-10
Holders Change %
-4.44%
% of All Funds
3.78%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.14%
New
21
Increased
46
Reduced
107
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
51
Oppenheimer & Co
New York
$2.36M -$369K -3,198 -13%
VVP
52
Venture Visionary Partners
Ohio
$2.34M +$1.84M +16,000 +350%
PFA
53
Plotkin Financial Advisors
Maryland
$2.28M -$89.8K -779 -4%
LFAS
54
Level Four Advisory Services
Texas
$2.27M -$74.8K -649 -3%
MIM
55
MTM Investment Management
South Carolina
$2.18M -$7.49K -65 -0.3%
WS
56
Wedbush Securities
California
$2.17M +$1M +8,704 +84%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$2.16M -$1.57M -13,639 -42%
KAS
58
Kestra Advisory Services
Texas
$2.16M -$947K -8,219 -30%
HighTower Advisors
59
HighTower Advisors
Illinois
$2.15M -$365K -3,165 -14%
PFS
60
Prospera Financial Services
Texas
$2.11M -$138K -1,195 -6%
SI
61
Stephens Inc
Arkansas
$1.98M -$109K -943 -5%
AWM
62
AE Wealth Management
Kansas
$1.9M +$380K +3,293 +25%
AWA
63
Arkadios Wealth Advisors
Georgia
$1.87M +$29.3K +254 +2%
SAM
64
SignalPoint Asset Management
Missouri
$1.81M -$176K -1,529 -9%
FEG
65
Financial Enhancement Group
Indiana
$1.77M -$1.36M -11,820 -43%
CFD
66
Creative Financial Designs
Indiana
$1.75M +$178K +1,546 +11%
TRCT
67
Tower Research Capital (TRC)
New York
$1.72M +$495K +4,293 +40%
TWM
68
TriaGen Wealth Management
California
$1.71M -$8.18K -71 -0.5%
CAN
69
Cetera Advisor Networks
California
$1.68M -$111K -962 -6%
WI
70
Wintrust Investments
Illinois
$1.68M +$1.7M +14,776 New
CWA
71
Capital Wealth Alliance
Arizona
$1.61M +$319K +2,769 +24%
P
72
&Partners
Tennessee
$1.59M +$16.1K +140 +1%
CA
73
Cetera Advisors
Colorado
$1.57M -$132K -1,141 -8%
HI
74
Harbour Investments
Wisconsin
$1.54M +$1.56M +13,574 New
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$1.53M -$151K -1,310 -9%