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First Trust Technology AlphaDEX Fund

235 hedge funds and large institutions have $784M invested in First Trust Technology AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 77 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: 229235 (+6)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.44% less ownership

Funds ownership: 58.49%58.05% (-0.44%)

2% less capital invested

Capital invested by funds: $801M → $784M (-$16.1M)

28% less call options, than puts

Call options by funds: $722K | Put options by funds: $1.01M

34% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 77

Holders
235
Holders Change
+6
Holders Change %
+2.62%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
24
Increased
51
Reduced
77
Closed
15
Calls
$722K
Puts
$1.01M
Net Calls
-$286K
Net Calls Change
-$974K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Apollon Wealth Management
South Carolina
$978K -$36.3K -275 -4%
EFP
77
Elser Financial Planning
Indiana
$966K +$935K +7,087 New
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$917K
KNW
79
Kesler Norman & Wride
Utah
$886K -$47.6K -361 -5%
LFAS
80
Level Four Advisory Services
Texas
$861K -$23.6K -179 -3%
EH
81
Equitable Holdings
New York
$840K -$19.8K -150 -2%
SP
82
Stablepoint Partners
Massachusetts
$814K +$287K +2,177 +56%
PFS
83
Prospera Financial Services
Texas
$807K -$3.3K -25 -0.4%
Comerica Bank
84
Comerica Bank
Texas
$806K +$8.31K +63 +1%
TA
85
TruWealth Advisors
Louisiana
$787K -$29.6K -224 -4%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$784K -$79K -599 -9%
FTUS
87
Flow Traders U.S.
New York
$779K +$505K +3,827 +202%
WS
88
Wedbush Securities
California
$768K -$35.5K -269 -5%
JP Morgan Chase
89
JP Morgan Chase
New York
$759K +$158K +1,197 +27%
FFN
90
Focus Financial Network
Minnesota
$743K +$404K +3,065 +133%
AWS
91
Atria Wealth Solutions
New York
$737K -$396K -3,002 -36%
MA
92
Mutual Advisors
Nebraska
$722K
PCH
93
PGIM Custom Harvest
New Jersey
$721K
Mariner
94
Mariner
Kansas
$718K +$24.5K +186 +4%
WFA
95
WMG Financial Advisors
Tennessee
$716K -$28K -212 -4%
IAIM
96
International Assets Investment Management
Florida
$709K +$15K +114 +2%
RA
97
RFG Advisory
Alabama
$707K -$6.99K -53 -1%
RFG
98
REAP Financial Group
Texas
$701K -$122K -925 -15%
PPG
99
Peak Planning Group
Colorado
$685K +$663K +5,026 New
HI
100
Harbour Investments
Wisconsin
$668K -$760K -5,756 -54%