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First Trust Technology AlphaDEX Fund

188 hedge funds and large institutions have $585M invested in First Trust Technology AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.83% less ownership

Funds ownership: 57.68%55.85% (-1.8%)

8% less funds holding

Funds holding: 205188 (-17)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

27% less capital invested

Capital invested by funds: $806M → $585M (-$221M)

54% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 89

58% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 26

Holders
188
Holders Change
-17
Holders Change %
-8.29%
% of All Funds
3.17%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
11
Increased
41
Reduced
89
Closed
26
Calls
$254K
Puts
Net Calls
+$254K
Net Calls Change
+$254K
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
51
Flow Traders U.S.
New York
$1.14M -$297K -2,887 -19%
PFA
52
Plotkin Financial Advisors
Maryland
$1.13M -$321K -3,118 -21%
PFS
53
Prospera Financial Services
Texas
$1.08M -$282K -2,733 -19%
HI
54
Harbour Investments
Wisconsin
$1.07M +$1.18M +11,424 New
CWA
55
Capital Wealth Alliance
Arizona
$1.06M -$53.4K -518 -4%
AAP
56
Arax Advisory Partners
Colorado
$981K +$46.6K +452 +5%
CFD
57
Creative Financial Designs
Indiana
$975K -$53.7K -521 -5%
VAS
58
Vestmark Advisory Solutions
Massachusetts
$926K +$1.01M +9,835 New
TRCT
59
Tower Research Capital (TRC)
New York
$919K +$931K +9,039 +1,247%
WEG
60
World Equity Group
Illinois
$909K +$66.4K +644 +7%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$909K -$1.21M -11,750 -55%
KNW
62
Kesler Norman & Wride
Utah
$896K -$10.2K -99 -1%
CCFM
63
Clear Creek Financial Management
Washington
$895K -$3.92K -38 -0.4%
WS
64
Wedbush Securities
California
$893K -$13.9K -135 -1%
CAN
65
Cetera Advisor Networks
California
$887K +$1.13K +11 +0.1%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$880K -$221K -2,142 -19%
FAM
67
Flaharty Asset Management
Florida
$827K +$206 +2 +0%
TA
68
TFG Advisers
Michigan
$782K -$48.6K -472 -5%
LFAS
69
Level Four Advisory Services
Texas
$775K -$295K -2,863 -26%
AWM
70
Apollon Wealth Management
South Carolina
$754K +$3.3K +32 +0.4%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$748K -$42.9K -416 -5%
RA
72
RFG Advisory
Alabama
$734K +$136K +1,316 +24%
P
73
&Partners
Tennessee
$721K -$82.3K -799 -9%
APA
74
American Portfolios Advisors
New York
$714K -$52.8K -512 -6%
OMC
75
Old Mission Capital
Illinois
$713K -$2.21M -21,424 -74%