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First Trust Technology AlphaDEX Fund

235 hedge funds and large institutions have $784M invested in First Trust Technology AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 77 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: 229235 (+6)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.44% less ownership

Funds ownership: 58.49%58.05% (-0.44%)

2% less capital invested

Capital invested by funds: $801M → $784M (-$16.1M)

28% less call options, than puts

Call options by funds: $722K | Put options by funds: $1.01M

34% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 77

Holders
235
Holders Change
+6
Holders Change %
+2.62%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
24
Increased
51
Reduced
77
Closed
15
Calls
$722K
Puts
$1.01M
Net Calls
-$286K
Net Calls Change
-$974K
Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
51
Paragon Private Wealth Management
Kentucky
$1.91M -$67K -508 -3%
HighTower Advisors
52
HighTower Advisors
Illinois
$1.85M +$30.6K +232 +2%
SAM
53
SignalPoint Asset Management
Missouri
$1.81M -$8.58K -65 -0.5%
Citadel Advisors
54
Citadel Advisors
Florida
$1.7M -$4.54M -34,396 -73%
TSW
55
Three Seasons Wealth
Utah
$1.63M
NPFS
56
Novak & Powell Financial Services
Florida
$1.53M -$19.8K -150 -1%
PFA
57
Plotkin Financial Advisors
Maryland
$1.51M
AAP
58
Arax Advisory Partners
Colorado
$1.41M +$9.24K +70 +0.7%
KeyBank National Association
59
KeyBank National Association
Ohio
$1.39M
JIP
60
Jaffetilchin Investment Partners
Florida
$1.38M +$1.34M +10,124 New
IA
61
IFP Advisors
Florida
$1.28M +$9.5K +72 +0.8%
AFP
62
Ausdal Financial Partners
Iowa
$1.26M -$154K -1,164 -11%
CCFM
63
Clear Creek Financial Management
Washington
$1.25M -$11.6K -88 -0.9%
AWA
64
Arkadios Wealth Advisors
Georgia
$1.22M -$401K -3,041 -25%
TA
65
TFG Advisers
Michigan
$1.2M +$38.4K +291 +3%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$1.2M -$35.9K -272 -3%
SWP
67
Stratos Wealth Partners
Ohio
$1.2M +$10.3K +78 +0.9%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$1.12M +$24.8K +188 +2%
BFEC
69
Benjamin F. Edwards & Company
Missouri
$1.06M +$25.9K +196 +3%
Creative Planning
70
Creative Planning
Kansas
$1.05M +$34K +258 +3%
BRWA
71
B. Riley Wealth Advisors
Florida
$1.02M -$182K -1,376 -16%
ATPW
72
Ashton Thomas Private Wealth
Arizona
$1.02M
CAS
73
Coppell Advisory Solutions
Texas
$1.01M +$982K +7,441 New
TSMHT
74
Thurston Springer Miller Herd & Titak
Indiana
$1M +$971K +7,361 New
CWA
75
Clarus Wealth Advisors
Arizona
$998K -$41.4K -314 -4%