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First Trust Technology AlphaDEX Fund

229 hedge funds and large institutions have $801M invested in First Trust Technology AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 87 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

3% more funds holding

Funds holding: 223229 (+6)

8.86% less ownership

Funds ownership: 67.35%58.49% (-8.9%)

11% less capital invested

Capital invested by funds: $898M → $801M (-$97.2M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

39% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 87

Holders
229
Holders Change
+6
Holders Change %
+2.69%
% of All Funds
3.3%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
24
Increased
53
Reduced
87
Closed
15
Calls
$688K
Puts
Net Calls
+$688K
Net Calls Change
+$688K
Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
51
Paragon Private Wealth Management
Kentucky
$1.96M -$19.8K -149 -1%
PAG
52
Private Advisor Group
New Jersey
$1.9M -$76.7K -578 -4%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.8M -$85.3K -643 -5%
SAM
54
SignalPoint Asset Management
Missouri
$1.8M -$81.5K -614 -4%
AWA
55
Arkadios Wealth Advisors
Georgia
$1.62M -$73.5K -554 -4%
TSW
56
Three Seasons Wealth
Utah
$1.59M -$13.3K -100 -0.8%
NPFS
57
Novak & Powell Financial Services
Florida
$1.53M -$22.8K -172 -1%
Two Sigma Advisers
58
Two Sigma Advisers
New York
$1.52M -$1.06M -8,000 -41%
PFA
59
Plotkin Financial Advisors
Maryland
$1.5M
CASC
60
Coppell Advisory Solutions Corp
Texas
$1.45M +$1.42M +10,734 New
HI
61
Harbour Investments
Wisconsin
$1.44M +$929 +7 +0.1%
AFP
62
Ausdal Financial Partners
Iowa
$1.41M -$41.1K -310 -3%
AAP
63
Arax Advisory Partners
Colorado
$1.39M -$10.6K -80 -0.8%
KeyBank National Association
64
KeyBank National Association
Ohio
$1.38M -$53.1K -400 -4%
CAN
65
Cetera Advisor Networks
California
$1.35M +$22.8K +172 +2%
IA
66
IFP Advisors
Florida
$1.26M +$37.5K +283 +3%
CCFM
67
Clear Creek Financial Management
Washington
$1.25M -$36.5K -275 -3%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$1.22M +$179K +1,348 +17%
SWP
69
Stratos Wealth Partners
Ohio
$1.17M +$77.1K +581 +7%
TA
70
TFG Advisers
Michigan
$1.15M +$20K +151 +2%
AWS
71
Atria Wealth Solutions
New York
$1.13M -$51.7K -390 -4%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$1.08M +$14.7K +111 +1%
BFEC
73
Benjamin F. Edwards & Company
Missouri
$1.02M +$63K +475 +7%
DC
74
Davenport & Co
Virginia
$1.02M +$291K +2,193 +41%
ATPW
75
Ashton Thomas Private Wealth
Arizona
$1.01M +$709K +5,347 +253%