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First Trust Technology AlphaDEX Fund

235 hedge funds and large institutions have $776M invested in First Trust Technology AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0% more funds holding

Funds holding: 235235 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.62% less ownership

Funds ownership: 58.05%57.43% (-0.62%)

1% less capital invested

Capital invested by funds: $784M → $776M (-$8.75M)

11% less call options, than puts

Call options by funds: $860K | Put options by funds: $971K

35% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 82

Holders
235
Holders Change
Holders Change %
0%
% of All Funds
3.37%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
53
Reduced
82
Closed
19
Calls
$860K
Puts
$971K
Net Calls
-$111K
Net Calls Change
+$175K
Name Holding Trade Value Shares
Change
Change in
Stake
KNW
76
Kesler Norman & Wride
Utah
$899K -$1.88K -14 -0.2%
CAS
77
Coppell Advisory Solutions
Texas
$891K -$134K -998 -13%
LFAS
78
Level Four Advisory Services
Texas
$881K
JP Morgan Chase
79
JP Morgan Chase
New York
$860K +$84.6K +630 +11%
EH
80
Equitable Holdings
New York
$849K -$5.1K -38 -0.6%
BRWA
81
B. Riley Wealth Advisors
Florida
$808K -$220K -1,638 -22%
PFS
82
Prospera Financial Services
Texas
$796K -$25K -186 -3%
MML Investors Services
83
MML Investors Services
Massachusetts
$786K +$144K +1,072 +23%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$786K -$11.9K -89 -2%
AWS
85
Atria Wealth Solutions
New York
$786K +$34.1K +254 +5%
TA
86
TruWealth Advisors
Louisiana
$784K -$16K -119 -2%
RA
87
RFG Advisory
Alabama
$775K +$54.4K +405 +8%
WS
88
Wedbush Securities
California
$764K -$17.5K -130 -2%
MA
89
Mutual Advisors
Nebraska
$760K
WFA
90
WMG Financial Advisors
Tennessee
$758K +$28.5K +212 +4%
Comerica Bank
91
Comerica Bank
Texas
$752K -$66.1K -492 -8%
PPP
92
Private Portfolio Partners
New Jersey
$746K +$723K +5,383 New
PPG
93
Peak Planning Group
Colorado
$743K +$44.8K +334 +7%
SA
94
Sanctuary Advisors
Indiana
$728K +$244K +1,819 +63%
PCH
95
PGIM Custom Harvest
New Jersey
$693K -$39.2K -292 -6%
TSWM
96
Tyler-Stone Wealth Management
Ohio
$663K +$318K +2,369 +98%
Jones Financial Companies
97
Jones Financial Companies
Missouri
$621K +$329K +2,453 +121%
TWM
98
TCFG Wealth Management
California
$615K +$595K +4,435 New
Northern Trust
99
Northern Trust
Illinois
$614K +$594K +4,425 New
Envestnet Portfolio Solutions
100
Envestnet Portfolio Solutions
Illinois
$603K +$27.3K +203 +5%