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First Trust Technology AlphaDEX Fund

210 hedge funds and large institutions have $1.85B invested in First Trust Technology AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 75 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

3% more funds holding

Funds holding: 203210 (+7)

2% more capital invested

Capital invested by funds: $1.83B → $1.85B (+$29.3M)

0.16% more ownership

Funds ownership: 70.01%70.16% (+0.16%)

13% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 75

Holders
210
Holders Change
+7
Holders Change %
+3.45%
% of All Funds
3.68%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
18
Increased
65
Reduced
75
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$2.6M +$2.15M +17,120 +424%
HighTower Advisors
52
HighTower Advisors
Illinois
$2.55M +$61.9K +493 +2%
VVP
53
Venture Visionary Partners
Ohio
$2.52M
AP
54
Atwood & Palmer
Missouri
$2.52M +$51.5K +410 +2%
AWM
55
AE Wealth Management
Kansas
$2.48M +$279K +2,220 +12%
CAN
56
Cetera Advisor Networks
California
$2.46M -$1.35M -10,729 -35%
MIM
57
MTM Investment Management
South Carolina
$2.36M
KAS
58
Kestra Advisory Services
Texas
$2.2M +$57.2K +455 +3%
SI
59
Stephens Inc
Arkansas
$2.13M -$3.14K -25 -0.1%
HI
60
Harbour Investments
Wisconsin
$2.05M +$16.5K +131 +0.8%
PFA
61
Plotkin Financial Advisors
Maryland
$2.02M -$227K -1,805 -10%
IA
62
IFP Advisors
Florida
$2.01M +$532K +4,238 +35%
PFS
63
Prospera Financial Services
Texas
$1.99M -$361K -2,875 -15%
SAM
64
SignalPoint Asset Management
Missouri
$1.96M -$3.64K -29 -0.2%
AWA
65
Arkadios Wealth Advisors
Georgia
$1.9M -$127K -1,015 -6%
CWA
66
Capital Wealth Alliance
Arizona
$1.87M +$15.7K +125 +0.9%
TWM
67
TriaGen Wealth Management
California
$1.84M +$7.54K +60 +0.4%
P
68
&Partners
Tennessee
$1.69M -$40.1K -319 -2%
NFG
69
Next Financial Group
Texas
$1.67M +$436K +3,471 +34%
KPWS
70
Kestra Private Wealth Services
Texas
$1.65M +$254K +2,020 +18%
MOS
71
MGO One Seven
Ohio
$1.65M +$5.02K +40 +0.3%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$1.59M +$34.7K +276 +2%
AI
73
Atria Investments
North Carolina
$1.51M +$628 +5 +0%
SG
74
StoneX Group
New York
$1.41M +$48.7K +388 +4%
AFP
75
Ausdal Financial Partners
Iowa
$1.3M -$2.39K -19 -0.2%