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First Trust Technology AlphaDEX Fund

226 hedge funds and large institutions have $1.21B invested in First Trust Technology AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 42 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

8% more funds holding

Funds holding: 210226 (+16)

8.96% less ownership

Funds ownership: 70.16%61.2% (-9%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

35% less capital invested

Capital invested by funds: $1.85B → $1.21B (-$640M)

56% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 95

Holders
226
Holders Change
+16
Holders Change %
+7.62%
% of All Funds
3.48%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
43
Increased
42
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
51
MTM Investment Management
South Carolina
$2.53M -$11.9K -91 -0.5%
PPWM
52
Paragon Private Wealth Management
Kentucky
$2.45M +$2.43M +18,563 New
NFG
53
Next Financial Group
Texas
$2.4M +$609K +4,652 +34%
KAS
54
Kestra Advisory Services
Texas
$2.4M +$34.7K +265 +1%
Citadel Advisors
55
Citadel Advisors
Florida
$2.39M +$1.58M +12,076 +200%
OC
56
Oppenheimer & Co
New York
$2.32M -$908K -6,931 -28%
SI
57
Stephens Inc
Arkansas
$2.29M -$655 -5 -0%
NA
58
NewEdge Advisors
Louisiana
$2.19M -$13M -98,910 -86%
IA
59
IFP Advisors
Florida
$2.14M -$21K -160 -1%
AWA
60
Arkadios Wealth Advisors
Georgia
$2.04M +$1.7K +13 +0.1%
PFA
61
Plotkin Financial Advisors
Maryland
$1.99M -$171K -1,309 -8%
WS
62
Wedbush Securities
California
$1.99M -$813K -6,206 -29%
PFS
63
Prospera Financial Services
Texas
$1.93M -$211K -1,613 -10%
SAM
64
SignalPoint Asset Management
Missouri
$1.91M -$188K -1,439 -9%
TRCT
65
Tower Research Capital (TRC)
New York
$1.91M +$1.52M +11,607 +406%
GIA
66
Gladstone Institutional Advisory
Florida
$1.8M +$1.79M +13,657 New
P
67
&Partners
Tennessee
$1.75M -$60.2K -460 -3%
HI
68
Harbour Investments
Wisconsin
$1.73M -$471K -3,598 -22%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$1.7M -$5.89K -45 -0.3%
CWA
70
Capital Wealth Alliance
Arizona
$1.68M -$237K -1,806 -12%
FTUS
71
Flow Traders U.S.
New York
$1.66M +$607K +4,631 +58%
MOS
72
MGO One Seven
Ohio
$1.62M -$18.2K -139 -1%
LFAS
73
Level Four Advisory Services
Texas
$1.62M +$235K +1,798 +17%
AR
74
Apeiron RIA
Texas
$1.6M +$1.59M +12,157 New
HA
75
HFG Advisors
Ohio
$1.56M +$1.54M +11,795 New