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First Trust Technology AlphaDEX Fund

203 hedge funds and large institutions have $1.83B invested in First Trust Technology AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 78 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.73B → $1.83B (+$95.5M)

0.87% less ownership

Funds ownership: 70.88%70.01% (-0.87%)

6% less funds holding

Funds holding: 215203 (-12)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

27% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 78

35% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 31

Holders
203
Holders Change
-12
Holders Change %
-5.58%
% of All Funds
3.53%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
20
Increased
57
Reduced
78
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KNW
76
Kesler Norman & Wride
Utah
$1.37M -$11.3K -95 -0.9%
ATPW
77
Ashton Thomas Private Wealth
Arizona
$1.33M +$19K +160 +2%
AFP
78
Ausdal Financial Partners
Iowa
$1.32M +$710K +5,973 +128%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$1.29M -$57.9K -487 -4%
CCFM
80
Clear Creek Financial Management
Washington
$1.27M +$44K +370 +4%
CFD
81
Creative Financial Designs
Indiana
$1.26M -$615K -5,172 -34%
NFG
82
Next Financial Group
Texas
$1.25M +$213K +1,788 +22%
Citigroup
83
Citigroup
New York
$1.19M +$175K +1,470 +18%
BRWM
84
B. Riley Wealth Management
Tennessee
$1.17M -$9.98K -84 -0.9%
APA
85
American Portfolios Advisors
New York
$1.13M -$11.1K -93 -1%
TA
86
TFG Advisers
Michigan
$1.1M -$3.45K -29 -0.3%
FAM
87
Flaharty Asset Management
Florida
$1.09M
AAP
88
Arax Advisory Partners
Colorado
$1.01M +$969K +8,151 New
SIG
89
Sargent Investment Group
Maryland
$971K -$8.32K -70 -0.9%
KF
90
Krilogy Financial
Missouri
$970K -$25.4K -214 -3%
MA
91
Mutual Advisors
Nebraska
$957K +$12.4K +104 +1%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$902K -$227K -1,911 -21%
FEG
93
Financial Enhancement Group
Indiana
$845K -$1.04M -8,732 -56%
IF
94
Intrua Financial
Texas
$820K
GM
95
GeoWealth Management
Illinois
$816K +$6.06K +51 +0.8%
MAP
96
Milestone Advisory Partners
North Carolina
$767K
IA
97
IFG Advisory
Georgia
$748K -$5.35K -45 -0.7%
RIA
98
Realta Investment Advisors
Delaware
$740K +$78.7K +662 +13%
CWA
99
Clarus Wealth Advisors
Arizona
$734K -$29.4K -247 -4%
TA
100
TruWealth Advisors
Louisiana
$711K -$9.87K -83 -1%