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First Trust Technology AlphaDEX Fund

185 hedge funds and large institutions have $523M invested in First Trust Technology AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.24% more ownership

Funds ownership: 55.85%56.09% (+0.24%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 188185 (-3)

11% less capital invested

Capital invested by funds: $585M → $523M (-$62M)

38% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 72

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
13
Increased
45
Reduced
72
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KF
76
Krilogy Financial
Missouri
$630K -$14.1K -142 -2%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$629K -$5.15K -52 -0.7%
AWS
78
Atria Wealth Solutions
New York
$619K -$596K -6,026 -46%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$593K +$199K +2,012 +42%
WEG
80
World Equity Group
Illinois
$589K -$284K -2,870 -30%
CWA
81
Clarus Wealth Advisors
Arizona
$585K +$21.6K +218 +3%
Creative Planning
82
Creative Planning
Kansas
$583K -$1.88K -19 -0.3%
APA
83
American Portfolios Advisors
New York
$576K -$94.3K -953 -13%
RFWA
84
RPg Family Wealth Advisory
Massachusetts
$566K +$572K +5,784 New
P
85
&Partners
Tennessee
$565K -$113K -1,144 -15%
SIG
86
Sargent Investment Group
Maryland
$555K
MA
87
Mutual Advisors
Nebraska
$551K
IF
88
Intrua Financial
Texas
$524K +$3.27K +33 +0.5%
WFA
89
WMG Financial Advisors
Tennessee
$506K -$85.4K -863 -13%
DC
90
Davenport & Co
Virginia
$501K +$277K +2,796 +94%
MAP
91
Milestone Advisory Partners
North Carolina
$494K
Mariner
92
Mariner
Kansas
$465K +$531K +5,366 New
IA
93
IFG Advisory
Georgia
$459K +$25.9K +262 +5%
AP
94
Atwood & Palmer
Missouri
$411K
Jane Street
95
Jane Street
New York
$410K +$145K +1,470 +45%
BPA
96
Beacon Pointe Advisors
California
$395K +$99 +1 +0%
KPWS
97
Kestra Private Wealth Services
Texas
$393K +$7.13K +72 +2%
VVP
98
Venture Visionary Partners
Ohio
$378K
VNA
99
Valley National Advisers
Pennsylvania
$371K +$414K +4,185 New
OIA
100
OneDigital Investment Advisors
Kansas
$362K