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First Trust Technology AlphaDEX Fund

215 hedge funds and large institutions have $1.73B invested in First Trust Technology AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 107 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% less ownership

Funds ownership: 72.15%70.88% (-1.3%)

4% less funds holding

Funds holding: 225215 (-10)

8% less capital invested

Capital invested by funds: $1.88B → $1.73B (-$154M)

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

57% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 107

Holders
215
Holders Change
-10
Holders Change %
-4.44%
% of All Funds
3.78%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.14%
New
21
Increased
46
Reduced
107
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
76
MGO One Seven
Ohio
$1.44M -$25.2K -219 -2%
AI
77
Atria Investments
North Carolina
$1.44M -$33.4K -290 -2%
IA
78
IFP Advisors
Florida
$1.42M -$5.24M -45,418 -78%
VFA
79
Voya Financial Advisors
Connecticut
$1.39M -$75.2K -652 -5%
SWP
80
Stratos Wealth Partners
Ohio
$1.31M +$813K +7,053 +158%
IAA
81
Independent Advisor Alliance
North Carolina
$1.29M +$1.31M +11,344 New
SG
82
StoneX Group
New York
$1.27M +$60.3K +523 +5%
KNW
83
Kesler Norman & Wride
Utah
$1.25M -$7.61K -66 -0.6%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$1.24M -$144K -1,246 -10%
ATPW
85
Ashton Thomas Private Wealth
Arizona
$1.2M +$156K +1,356 +15%
CCFM
86
Clear Creek Financial Management
Washington
$1.18M -$177K -1,539 -13%
BRWM
87
B. Riley Wealth Management
Tennessee
$1.08M -$239K -2,073 -18%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$1.04M -$239K -2,076 -18%
APA
89
American Portfolios Advisors
New York
$1.04M -$6.69K -58 -0.6%
TA
90
TFG Advisers
Michigan
$1.01M -$117K -1,019 -10%
FAM
91
Flaharty Asset Management
Florida
$998K
NFG
92
Next Financial Group
Texas
$943K +$109K +943 +13%
Citigroup
93
Citigroup
New York
$918K -$38K -330 -4%
KF
94
Krilogy Financial
Missouri
$912K +$2.54K +22 +0.3%
SIG
95
Sargent Investment Group
Maryland
$897K -$6.92K -60 -0.8%
MA
96
Mutual Advisors
Nebraska
$864K -$31.6K -274 -3%
IF
97
Intrua Financial
Texas
$798K +$217K +1,884 +41%
GM
98
GeoWealth Management
Illinois
$741K +$114K +990 +18%
CWA
99
Clarus Wealth Advisors
Arizona
$737K -$19.3K -167 -3%
SPC
100
Sigma Planning Corp
Michigan
$717K -$83.1K -721 -10%