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First Trust Technology AlphaDEX Fund

196 hedge funds and large institutions have $573M invested in First Trust Technology AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $523M → $573M (+$50.4M)

6% more funds holding

Funds holding: 185196 (+11)

0.31% more ownership

Funds ownership: 56.09%56.41% (+0.31%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

31% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 75

Holders
196
Holders Change
+11
Holders Change %
+5.95%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
28
Increased
52
Reduced
75
Closed
16
Calls
$201K
Puts
Net Calls
+$201K
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Harbour Investments
Wisconsin
$1.12M +$73.4K +796 +7%
AI
52
Atria Investments
North Carolina
$1.12M +$1.12M +12,185 New
KAS
53
Kestra Advisory Services
Texas
$1.11M +$69.1K +749 +7%
AFP
54
Ausdal Financial Partners
Iowa
$1.1M -$236K -2,559 -18%
PFA
55
Plotkin Financial Advisors
Maryland
$1.1M -$369 -4 -0%
BRWA
56
B. Riley Wealth Advisors
Florida
$1.06M -$74.2K -804 -7%
CWA
57
Capital Wealth Alliance
Arizona
$1.02M +$279K +3,027 +37%
AAP
58
Arax Advisory Partners
Colorado
$965K +$10.9K +118 +1%
CAN
59
Cetera Advisor Networks
California
$885K +$85.7K +929 +11%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$883K +$888K +9,626 +33,193%
PFS
61
Prospera Financial Services
Texas
$873K -$66.5K -721 -7%
CCFM
62
Clear Creek Financial Management
Washington
$872K +$1.38K +15 +0.2%
AR
63
Apeiron RIA
Texas
$852K -$76.7K -832 -8%
CFD
64
Creative Financial Designs
Indiana
$846K -$135K -1,467 -14%
AWM
65
AE Wealth Management
Kansas
$813K -$214K -2,323 -21%
KNW
66
Kesler Norman & Wride
Utah
$750K -$40.8K -442 -5%
WS
67
Wedbush Securities
California
$741K -$40.5K -439 -5%
TA
68
TFG Advisers
Michigan
$736K -$5.35K -58 -0.7%
AWM
69
Apollon Wealth Management
South Carolina
$717K +$8.12K +88 +1%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$717K +$91.6K +993 +15%
Jane Street
71
Jane Street
New York
$707K +$276K +2,991 +63%
LFAS
72
Level Four Advisory Services
Texas
$689K -$143K -1,554 -17%
KF
73
Krilogy Financial
Missouri
$665K +$369 +4 +0.1%
BFEC
74
Benjamin F. Edwards & Company
Missouri
$656K -$191K -2,066 -22%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$652K -$58.6K -635 -8%