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First Trust Technology AlphaDEX Fund

226 hedge funds and large institutions have $1.21B invested in First Trust Technology AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 42 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

8% more funds holding

Funds holding: 210226 (+16)

8.96% less ownership

Funds ownership: 70.16%61.2% (-9%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

35% less capital invested

Capital invested by funds: $1.85B → $1.21B (-$640M)

56% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 95

Holders
226
Holders Change
+16
Holders Change %
+7.62%
% of All Funds
3.48%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
43
Increased
42
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
76
Kestra Private Wealth Services
Texas
$1.54M -$226K -1,726 -13%
AI
77
Atria Investments
North Carolina
$1.53M -$87.6K -669 -5%
AFP
78
Ausdal Financial Partners
Iowa
$1.5M +$94.4K +721 +7%
WFA
79
WMG Financial Advisors
Tennessee
$1.45M +$1.43M +10,952 New
HighTower Advisors
80
HighTower Advisors
Illinois
$1.44M -$1.29M -9,829 -47%
CFD
81
Creative Financial Designs
Indiana
$1.4M +$63K +481 +5%
AWM
82
Apollon Wealth Management
South Carolina
$1.33M +$1.32M +10,064 New
KNW
83
Kesler Norman & Wride
Utah
$1.31M -$44.9K -343 -3%
CCFM
84
Clear Creek Financial Management
Washington
$1.26M -$73.1K -558 -6%
BRWM
85
B. Riley Wealth Management
Tennessee
$1.24M +$43.1K +329 +4%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$1.18M -$142K -1,086 -11%
TA
87
TFG Advisers
Michigan
$1.16M -$5.24K -40 -0.5%
FAM
88
Flaharty Asset Management
Florida
$1.16M +$262 +2 +0%
SPIA
89
Steward Partners Investment Advisory
New York
$1.14M +$433K +3,303 +62%
APA
90
American Portfolios Advisors
New York
$1.12M -$47.8K -365 -4%
AAP
91
Arax Advisory Partners
Colorado
$1.09M +$393 +3 +0%
MA
92
Mutual Advisors
Nebraska
$1M
TA
93
TruWealth Advisors
Louisiana
$983K +$260K +1,989 +36%
KF
94
Krilogy Financial
Missouri
$982K -$15.2K -116 -2%
SIG
95
Sargent Investment Group
Maryland
$966K
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$950K -$9.56K -73 -1%
AP
97
Atwood & Palmer
Missouri
$912K -$1.78M -13,585 -66%
SFI
98
SPC Financial Inc
Maryland
$892K -$3.45M -26,354 -80%
GM
99
GeoWealth Management
Illinois
$851K -$17.3K -132 -2%
IF
100
Intrua Financial
Texas
$836K