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First Trust Technology AlphaDEX Fund

192 hedge funds and large institutions have $1.56B invested in First Trust Technology AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

6% more funds holding

Funds holding: 181192 (+11)

5% more capital invested

Capital invested by funds: $1.49B → $1.56B (+$74.7M)

0.2% less ownership

Funds ownership: 71.71%71.52% (-0.2%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

30% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 79

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $385K

Holders
192
Holders Change
+11
Holders Change %
+6.08%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.16%
New
27
Increased
55
Reduced
79
Closed
14
Calls
Puts
$385K
Net Calls
-$385K
Net Calls Change
-$385K
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
76
Ashton Thomas Private Wealth
Arizona
$880K +$47.1K +535 +6%
BRWM
77
B. Riley Wealth Management
Tennessee
$863K +$78.8K +895 +10%
APA
78
American Portfolios Advisors
New York
$857K +$43.8K +498 +6%
Citigroup
79
Citigroup
New York
$832K -$17.1K -194 -2%
AAP
80
Arax Advisory Partners
Colorado
$829K -$4.67K -53 -0.6%
FAM
81
Flaharty Asset Management
Florida
$798K -$273K -3,100 -26%
MWM
82
MinichMacGregor Wealth Management
New York
$792K +$86.3K +980 +13%
SW
83
SkyOak Wealth
Michigan
$788K
SIG
84
Sargent Investment Group
Maryland
$774K +$85.4K +970 +13%
QCIG
85
Quad-Cities Investment Group
Iowa
$753K -$440 -5 -0.1%
MA
86
Mutual Advisors
Nebraska
$751K +$20.6K +234 +3%
KF
87
Krilogy Financial
Missouri
$722K -$40.7K -462 -5%
CWA
88
Clarus Wealth Advisors
Arizona
$605K +$88 +1 +0%
RIA
89
Realta Investment Advisors
Delaware
$579K +$26.4K +300 +5%
UCFA
90
United Capital Financial Advisors
Texas
$576K +$5.72K +65 +1%
IA
91
IFG Advisory
Georgia
$571K +$49K +556 +10%
MAP
92
Milestone Advisory Partners
North Carolina
$562K
KWM
93
Kingsview Wealth Management
Oregon
$561K -$144K -1,630 -21%
GM
94
GeoWealth Management
Illinois
$557K -$96.6K -1,097 -15%
Citadel Advisors
95
Citadel Advisors
Florida
$549K +$531K +6,033 New
SS
96
Simplicity Solutions
Minnesota
$542K +$23.4K +266 +5%
CFGS
97
Concourse Financial Group Securities
Alabama
$528K -$61.2K -695 -11%
CAN
98
Claraphi Advisory Network
United States
$519K +$1.58K +18 +0.3%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$510K +$51.1K +580 +12%
CAS
100
Cascadia Advisory Services
Oregon
$485K +$206K +2,340 +78%