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First Trust Technology AlphaDEX Fund

244 hedge funds and large institutions have $766M invested in First Trust Technology AlphaDEX Fund in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.3% more ownership

Funds ownership: 58.67%58.97% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less funds holding

Funds holding: 266244 (-22)

8% less capital invested

Capital invested by funds: $835M → $766M (-$69.3M)

48% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 90

55% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 31

Holders
244
Holders Change
-22
Holders Change %
-8.27%
% of All Funds
3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
47
Reduced
90
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
101
International Assets Investment Management
Florida
$660K -$53.3K -319 -7%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$655K +$660K +3,949 +2,270%
AV
103
Alamea Verwaltungs
New Jersey
$621K
AI
104
Atria Investments
North Carolina
$615K +$11.5K +69 +2%
BPA
105
Beacon Pointe Advisors
California
$612K -$53.8K -322 -8%
SA
106
Sanctuary Advisors
Indiana
$588K -$1K -6 -0.2%
FIA
107
Foundations Investment Advisors
Arizona
$527K -$13.2K -79 -2%
PCIA
108
Prime Capital Investment Advisors
Kansas
$524K +$38.1K +228 +7%
RIA
109
Regal Investment Advisors
Michigan
$516K
VVP
110
Venture Visionary Partners
Ohio
$516K
LFAS
111
Level Four Advisory Services
Texas
$513K +$2.67K +16 +0.5%
SOS
112
Silver Oak Securities
Tennessee
$512K
ET
113
Equitable Trust
Tennessee
$492K +$518K +3,100 New
GCM
114
Gunpowder Capital Management
Maryland
$477K
AWA
115
Adapt Wealth Advisors
Georgia
$474K
D.E. Shaw & Co
116
D.E. Shaw & Co
New York
$474K
RM
117
RCW Management
Florida
$466K
TA
118
TrueWealth Advisors
Alabama
$456K -$19.6K -117 -4%
SIG
119
Sargent Investment Group
Maryland
$444K
CWA
120
Clarus Wealth Advisors
Arizona
$434K +$23.9K +143 +6%
DQRIM
121
Dale Q Rice Investment Management
Washington
$432K -$836 -5 -0.2%
AFP
122
Ausdal Financial Partners
Iowa
$424K
KFAS
123
Keating Financial Advisory Services
Kansas
$421K +$37.3K +223 +9%
CWP
124
Cyndeo Wealth Partners
Florida
$420K
WIA
125
World Investment Advisors
California
$411K