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First Trust Technology AlphaDEX Fund

185 hedge funds and large institutions have $523M invested in First Trust Technology AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.24% more ownership

Funds ownership: 55.85%56.09% (+0.24%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 188185 (-3)

11% less capital invested

Capital invested by funds: $585M → $523M (-$62M)

38% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 72

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
13
Increased
45
Reduced
72
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
51
Plotkin Financial Advisors
Maryland
$1.04M
KAS
52
Kestra Advisory Services
Texas
$983K -$167K -1,683 -13%
AWM
53
AE Wealth Management
Kansas
$971K -$226K -2,279 -17%
CFD
54
Creative Financial Designs
Indiana
$928K +$34K +344 +3%
SWM
55
Spire Wealth Management
Virginia
$910K -$1.75M -17,696 -63%
AAP
56
Arax Advisory Partners
Colorado
$904K +$198 +2 +0%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$893K +$302K +3,050 +42%
PFS
58
Prospera Financial Services
Texas
$890K -$119K -1,200 -10%
AR
59
Apeiron RIA
Texas
$871K -$33.2K -335 -3%
RA
60
RFG Advisory
Alabama
$842K +$243K +2,453 +36%
CCFM
61
Clear Creek Financial Management
Washington
$825K +$99 +1 +0%
BFEC
62
Benjamin F. Edwards & Company
Missouri
$800K -$42.6K -430 -4%
LFAS
63
Level Four Advisory Services
Texas
$787K +$83K +839 +10%
CAN
64
Cetera Advisor Networks
California
$758K -$67.4K -681 -7%
KNW
65
Kesler Norman & Wride
Utah
$749K -$87.8K -887 -9%
WS
66
Wedbush Securities
California
$740K -$94.6K -956 -10%
Citadel Advisors
67
Citadel Advisors
Florida
$738K -$4.29M -43,306 -84%
FAM
68
Flaharty Asset Management
Florida
$730K -$37K -374 -4%
TRCT
69
Tower Research Capital (TRC)
New York
$728K -$135K -1,364 -14%
CWA
70
Capital Wealth Alliance
Arizona
$709K -$302K -3,054 -27%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$704K -$122K -1,235 -13%
TA
72
TFG Advisers
Michigan
$702K -$20.6K -208 -3%
AWM
73
Apollon Wealth Management
South Carolina
$672K -$25.6K -259 -3%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$672K -$19.5K -197 -2%
TA
75
TruWealth Advisors
Louisiana
$646K