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First Trust Technology AlphaDEX Fund

199 hedge funds and large institutions have $587M invested in First Trust Technology AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

2% more funds holding

Funds holding: 196199 (+3)

2% more capital invested

Capital invested by funds: $573M → $587M (+$13.5M)

0.24% more ownership

Funds ownership: 56.41%56.65% (+0.24%)

43% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 79

Holders
199
Holders Change
+3
Holders Change %
+1.53%
% of All Funds
3.17%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
22
Increased
45
Reduced
79
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
51
B. Riley Wealth Advisors
Florida
$1.21M -$303 -3 -0%
KeyBank National Association
52
KeyBank National Association
Ohio
$1.21M -$475K -4,708 -29%
PFA
53
Plotkin Financial Advisors
Maryland
$1.17M -$81.8K -811 -7%
AAP
54
Arax Advisory Partners
Colorado
$1.11M +$303 +3 +0%
AFP
55
Ausdal Financial Partners
Iowa
$1.08M -$169K -1,678 -14%
AWS
56
Atria Wealth Solutions
New York
$1.08M +$336K +3,333 +48%
KAS
57
Kestra Advisory Services
Texas
$1.07M -$192K -1,904 -16%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$1.05M +$32.7K +324 +3%
CAN
59
Cetera Advisor Networks
California
$1.04M +$18.3K +181 +2%
PFA
60
Pinnacle Family Advisors
Missouri
$1.02M +$977K +9,680 New
PCH
61
PGIM Custom Harvest
New Jersey
$1.02M -$422K -4,188 -30%
CCFM
62
Clear Creek Financial Management
Washington
$990K -$12.4K -123 -1%
MML Investors Services
63
MML Investors Services
Massachusetts
$947K -$2.94M -29,121 -76%
AWM
64
AE Wealth Management
Kansas
$931K -$2.93K -29 -0.3%
LFAS
65
Level Four Advisory Services
Texas
$910K +$113K +1,125 +15%
DC
66
Davenport & Co
Virginia
$887K +$187K +1,851 +28%
TA
67
TFG Advisers
Michigan
$837K -$8.68K -86 -1%
AWM
68
Apollon Wealth Management
South Carolina
$822K -$1.82K -18 -0.2%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$813K +$100K +991 +15%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$809K +$57.3K +568 +8%
CWA
71
Capital Wealth Alliance
Arizona
$784K -$375K -3,715 -33%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$774K -$47.9K -475 -6%
FEM
73
Fulcrum Equity Management
Texas
$762K +$731K +7,247 New
KF
74
Krilogy Financial
Missouri
$760K -$4.44K -44 -0.6%
KNW
75
Kesler Norman & Wride
Utah
$758K -$99.5K -986 -12%