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First Trust Technology AlphaDEX Fund

229 hedge funds and large institutions have $801M invested in First Trust Technology AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 87 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

3% more funds holding

Funds holding: 223229 (+6)

8.86% less ownership

Funds ownership: 67.35%58.49% (-8.9%)

11% less capital invested

Capital invested by funds: $898M → $801M (-$97.2M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

39% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 87

Holders
229
Holders Change
+6
Holders Change %
+2.69%
% of All Funds
3.3%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
24
Increased
53
Reduced
87
Closed
15
Calls
$688K
Puts
Net Calls
+$688K
Net Calls Change
+$688K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Apollon Wealth Management
South Carolina
$1M -$22.7K -171 -2%
Creative Planning
77
Creative Planning
Kansas
$1M -$13.3K -100 -1%
CWA
78
Clarus Wealth Advisors
Arizona
$986K -$22.3K -168 -2%
BRWA
79
B. Riley Wealth Advisors
Florida
$984K +$80.1K +604 +7%
KNW
80
Kesler Norman & Wride
Utah
$925K -$2.65K -20 -0.3%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$907K -$41.1K -310 -4%
GS
82
GTS Securities
New York
$896K +$644K +4,858 +272%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$857K -$50.8K -383 -6%
EH
84
Equitable Holdings
New York
$851K -$19.8K -149 -2%
LFAS
85
Level Four Advisory Services
Texas
$832K
RFG
86
REAP Financial Group
Texas
$818K +$23.2K +175 +3%
TA
87
TruWealth Advisors
Louisiana
$809K
PFS
88
Prospera Financial Services
Texas
$802K -$7.96K -60 -1%
WS
89
Wedbush Securities
California
$797K +$398 +3 +0.1%
Comerica Bank
90
Comerica Bank
Texas
$789K -$44.2K -333 -5%
WFA
91
WMG Financial Advisors
Tennessee
$737K -$23.5K -177 -3%
MA
92
Mutual Advisors
Nebraska
$725K
PPP
93
Private Portfolio Partners
New Jersey
$722K -$1.99K -15 -0.3%
PCH
94
PGIM Custom Harvest
New Jersey
$713K -$121K -914 -15%
RA
95
RFG Advisory
Alabama
$706K -$70K -528 -9%
Mariner
96
Mariner
Kansas
$685K -$35.7K -269 -5%
IAIM
97
International Assets Investment Management
Florida
$684K -$6.63K -50 -1%
CWA
98
Capital Wealth Alliance
Arizona
$609K -$6.1K -46 -1%
PCIA
99
Prime Capital Investment Advisors
Kansas
$603K -$531 -4 -0.1%
GWP
100
Gateway Wealth Partners
Wisconsin
$600K +$228K +1,715 +63%