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First Trust Technology AlphaDEX Fund

196 hedge funds and large institutions have $573M invested in First Trust Technology AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $523M → $573M (+$50.4M)

6% more funds holding

Funds holding: 185196 (+11)

0.31% more ownership

Funds ownership: 56.09%56.41% (+0.31%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

31% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 75

Holders
196
Holders Change
+11
Holders Change %
+5.95%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
28
Increased
52
Reduced
75
Closed
16
Calls
$201K
Puts
Net Calls
+$201K
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
76
TruWealth Advisors
Louisiana
$638K -$44.3K -480 -6%
AWS
77
Atria Wealth Solutions
New York
$636K -$17.2K -186 -3%
WEG
78
World Equity Group
Illinois
$635K +$13.4K +145 +2%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$617K -$46.2K -501 -7%
Creative Planning
80
Creative Planning
Kansas
$616K -$184 -2 -0%
DC
81
Davenport & Co
Virginia
$602K +$74.2K +805 +14%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$568K -$177K -1,923 -24%
CWA
83
Clarus Wealth Advisors
Arizona
$556K -$79.5K -862 -13%
SWP
84
Stratos Wealth Partners
Ohio
$536K +$189K +2,048 +54%
MA
85
Mutual Advisors
Nebraska
$530K -$52K -564 -9%
WFA
86
WMG Financial Advisors
Tennessee
$528K -$6.18K -67 -1%
RA
87
RFG Advisory
Alabama
$524K -$406K -4,398 -47%
MAP
88
Milestone Advisory Partners
North Carolina
$522K
IF
89
Intrua Financial
Texas
$511K -$67.1K -728 -12%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$476K +$98K +1,062 +26%
TSS
91
Two Sigma Securities
New York
$454K +$457K +4,960 New
RFWA
92
RPg Family Wealth Advisory
Massachusetts
$452K -$77.6K -841 -15%
KPWS
93
Kestra Private Wealth Services
Texas
$448K +$33.3K +361 +8%
SIG
94
Sargent Investment Group
Maryland
$424K -$125K -1,350 -23%
Mariner
95
Mariner
Kansas
$422K -$70.2K -761 -14%
BPA
96
Beacon Pointe Advisors
California
$420K
IA
97
IFG Advisory
Georgia
$408K -$77.8K -843 -16%
VNA
98
Valley National Advisers
Pennsylvania
$393K -$10.7K -116 -3%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$390K +$55.5K +602 +16%
PCIA
100
Prime Capital Investment Advisors
Kansas
$376K +$379K +4,112 New