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First Trust Technology AlphaDEX Fund

210 hedge funds and large institutions have $1.85B invested in First Trust Technology AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 75 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

3% more funds holding

Funds holding: 203210 (+7)

2% more capital invested

Capital invested by funds: $1.83B → $1.85B (+$29.3M)

0.16% more ownership

Funds ownership: 70.01%70.16% (+0.16%)

13% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 75

Holders
210
Holders Change
+7
Holders Change %
+3.45%
% of All Funds
3.68%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
18
Increased
65
Reduced
75
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
76
Level Four Advisory Services
Texas
$1.29M -$1.07M -8,539 -45%
KNW
77
Kesler Norman & Wride
Utah
$1.26M -$88.3K -703 -6%
CFD
78
Creative Financial Designs
Indiana
$1.25M -$6.53K -52 -0.5%
ATPW
79
Ashton Thomas Private Wealth
Arizona
$1.24M -$73.5K -585 -5%
CCFM
80
Clear Creek Financial Management
Washington
$1.24M -$15.4K -123 -1%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$1.23M -$49K -390 -4%
BRWM
82
B. Riley Wealth Management
Tennessee
$1.12M -$38.2K -304 -3%
TA
83
TFG Advisers
Michigan
$1.09M -$4.4K -35 -0.4%
APA
84
American Portfolios Advisors
New York
$1.08M -$30.4K -242 -3%
FAM
85
Flaharty Asset Management
Florida
$1.08M
FHC
86
First Heartland Consultants
Missouri
$1.02M -$1.17M -9,323 -53%
AAP
87
Arax Advisory Partners
Colorado
$1.02M +$15.1K +120 +1%
FTUS
88
Flow Traders U.S.
New York
$974K +$995K +7,925 New
MA
89
Mutual Advisors
Nebraska
$931K -$16.2K -129 -2%
KF
90
Krilogy Financial
Missouri
$928K -$32.5K -259 -3%
SIG
91
Sargent Investment Group
Maryland
$899K -$62.8K -500 -6%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$893K
IF
93
Intrua Financial
Texas
$820K -$25.1K -200 -3%
IWC
94
Integrated Wealth Concepts
Massachusetts
$816K -$771K -6,137 -48%
GM
95
GeoWealth Management
Illinois
$808K
MAP
96
Milestone Advisory Partners
North Carolina
$759K
IA
97
IFG Advisory
Georgia
$757K +$17.1K +136 +2%
Citadel Advisors
98
Citadel Advisors
Florida
$742K +$758K +6,035 New
UCFA
99
United Capital Financial Advisors
Texas
$723K +$23.2K +185 +3%
RIA
100
Realta Investment Advisors
Delaware
$721K -$10.9K -87 -1%