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First Trust Technology AlphaDEX Fund

235 hedge funds and large institutions have $776M invested in First Trust Technology AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0% more funds holding

Funds holding: 235235 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.62% less ownership

Funds ownership: 58.05%57.43% (-0.62%)

1% less capital invested

Capital invested by funds: $784M → $776M (-$8.75M)

11% less call options, than puts

Call options by funds: $860K | Put options by funds: $971K

35% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 82

Holders
235
Holders Change
Holders Change %
0%
% of All Funds
3.37%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
53
Reduced
82
Closed
19
Calls
$860K
Puts
$971K
Net Calls
-$111K
Net Calls Change
+$175K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$1.91M -$41.8K -311 -2%
SAM
52
SignalPoint Asset Management
Missouri
$1.79M -$43.4K -323 -2%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.64M -$249K -1,856 -14%
TSW
54
Three Seasons Wealth
Utah
$1.62M -$45K -335 -3%
PFA
55
Plotkin Financial Advisors
Maryland
$1.54M
AAP
56
Arax Advisory Partners
Colorado
$1.44M +$5.5K +41 +0.4%
KeyBank National Association
57
KeyBank National Association
Ohio
$1.41M
NPFS
58
Novak & Powell Financial Services
Florida
$1.41M -$141K -1,050 -9%
AWA
59
Arkadios Wealth Advisors
Georgia
$1.3M +$57.7K +430 +5%
IA
60
IFP Advisors
Florida
$1.29M -$9.67K -72 -0.8%
TA
61
TFG Advisers
Michigan
$1.26M +$34.1K +254 +3%
CCFM
62
Clear Creek Financial Management
Washington
$1.25M -$23.5K -175 -2%
SWP
63
Stratos Wealth Partners
Ohio
$1.21M -$7.92K -59 -0.7%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$1.19M -$28.2K -210 -2%
BEI
65
Benjamin Edwards Inc
Missouri
$1.16M +$1.06M +7,880 +1,740%
Citadel Advisors
66
Citadel Advisors
Florida
$1.12M -$589K -4,385 -35%
Creative Planning
67
Creative Planning
Kansas
$1.06M -$134 -1 -0%
ATPW
68
Ashton Thomas Private Wealth
Arizona
$1.02M -$11.8K -88 -1%
CWA
69
Clarus Wealth Advisors
Arizona
$1M +$12.1K +90 +1%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$997K -$134K -1,000 -12%
TSMHT
71
Thurston Springer Miller Herd & Titak
Indiana
$988K -$31.8K -237 -3%
AWM
72
Apollon Wealth Management
South Carolina
$987K -$7.92K -59 -0.8%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$933K
SP
74
Stablepoint Partners
Massachusetts
$925K +$81.6K +608 +10%
SF
75
Summit Financial
New Jersey
$910K +$352K +2,623 +67%