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First Trust Technology AlphaDEX Fund

244 hedge funds and large institutions have $766M invested in First Trust Technology AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.3% more ownership

Funds ownership: 58.67%58.97% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less funds holding

Funds holding: 266244 (-22)

8% less capital invested

Capital invested by funds: $835M → $766M (-$69.3M)

48% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 90

55% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 31

Holders
244
Holders Change
-22
Holders Change %
-8.27%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
47
Reduced
90
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$960K +$516K +3,088 +104%
AWM
77
Apollon Wealth Management
South Carolina
$959K -$118K -704 -10%
KNW
78
Kesler Norman & Wride
Utah
$876K -$57K -341 -6%
TA
79
TruWealth Advisors
Louisiana
$868K
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$857K +$3.51K +21 +0.4%
Goldman Sachs
81
Goldman Sachs
New York
$819K -$94.8K -567 -10%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$806K -$47.3K -283 -5%
WG
83
Warner Group
Connecticut
$802K
CIA
84
Concurrent Investment Advisors
Florida
$786K -$68.7K -411 -8%
MA
85
Mutual Advisors
Nebraska
$779K -$1.67K -10 -0.2%
MQWP
86
Morey & Quinn Wealth Partners
Nebraska
$776K -$167 -1 -0%
BW
87
BIP Wealth
Georgia
$766K -$39.6K -237 -5%
RA
88
RFG Advisory
Alabama
$755K -$38.3K -229 -5%
PPG
89
Peak Planning Group
Colorado
$753K -$9.7K -58 -1%
SIS
90
Sound Income Strategies
Florida
$752K
KeyBank National Association
91
KeyBank National Association
Ohio
$749K
AWM
92
AE Wealth Management
Kansas
$726K +$175K +1,044 +30%
PCH
93
PGIM Custom Harvest
New Jersey
$711K -$86.3K -516 -10%
DWA
94
Dorsey Wright & Associates
California
$708K +$745K +4,457 New
WS
95
Wedbush Securities
California
$707K -$78.1K -467 -10%
TWM
96
TCFG Wealth Management
California
$706K
TIA
97
TCFG Investment Advisors
California
$706K +$743K +4,442 New
WFP
98
Worthington Financial Partners
Ohio
$677K +$77.4K +463 +12%
JP Morgan Chase
99
JP Morgan Chase
New York
$676K +$107K +638 +17%
IFG
100
Independent Financial Group
California
$665K