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First Trust Technology AlphaDEX Fund

231 hedge funds and large institutions have $685M invested in First Trust Technology AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 95 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.1% less ownership

Funds ownership: 58.91%57.81% (-1.1%)

11% less funds holding

Funds holding: 260231 (-29)

17% less capital invested

Capital invested by funds: $828M → $685M (-$143M)

61% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 95

62% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 34

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $661K

Holders
231
Holders Change
-29
Holders Change %
-11.15%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
13
Increased
37
Reduced
95
Closed
34
Calls
Puts
$661K
Net Calls
-$661K
Net Calls Change
+$4.55M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
51
Farther Finance Advisors
California
$1.71M +$1.9M +12,840 New
PPWM
52
Paragon Private Wealth Management
Kentucky
$1.58M -$433K -2,923 -20%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.55M
PAG
54
Private Advisor Group
New Jersey
$1.54M -$67.4K -455 -4%
PFA
55
Plotkin Financial Advisors
Maryland
$1.47M
NPFS
56
Novak & Powell Financial Services
Florida
$1.35M
TSW
57
Three Seasons Wealth
Utah
$1.32M -$44K -297 -3%
TSMHT
58
Thurston Springer Miller Herd & Titak
Indiana
$1.27M +$105K +709 +8%
AWA
59
Arkadios Wealth Advisors
Georgia
$1.24M
TA
60
TFG Advisers
Michigan
$1.23M +$4.45K +30 +0.3%
AAP
61
Arax Advisory Partners
Colorado
$1.22M -$102K -685 -7%
IA
62
IFP Advisors
Florida
$1.17M -$36.5K -246 -3%
Jones Financial Companies
63
Jones Financial Companies
Missouri
$1.17M +$289K +1,950 +29%
BNMT
64
Bawa N Mallick Trust
New York
$1.15M
CCFM
65
Clear Creek Financial Management
Washington
$1.1M -$44.2K -298 -3%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$1.1M -$791K -5,338 -39%
CIA
67
Concurrent Investment Advisors
Florida
$1.06M -$1.65M -11,131 -58%
BEI
68
Benjamin Edwards Inc
Missouri
$1.03M -$3.7K -25 -0.3%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$1.02M -$39.9K -269 -3%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$975K +$26.4K +178 +2%
ATPW
71
Ashton Thomas Private Wealth
Arizona
$960K -$17.2K -116 -2%
RA
72
RFG Advisory
Alabama
$938K +$106K +716 +11%
AWM
73
Apollon Wealth Management
South Carolina
$934K -$44.2K -298 -4%
SWP
74
Stratos Wealth Partners
Ohio
$884K -$28.9K -195 -3%
JP Morgan Chase
75
JP Morgan Chase
New York
$847K -$115K -776 -11%