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First Trust Technology AlphaDEX Fund

184 hedge funds and large institutions have $1.66B invested in First Trust Technology AlphaDEX Fund in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 76 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.57% less ownership

Funds ownership: 75.3%74.72% (-0.57%)

3% less capital invested

Capital invested by funds: $1.71B → $1.66B (-$43.8M)

2% less funds holding

Funds holding: 188184 (-4)

12% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 76

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
184
Holders Change
-4
Holders Change %
-2.13%
% of All Funds
4.04%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.15%
New
15
Increased
67
Reduced
76
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
101
Ashton Thomas Private Wealth
Arizona
$550K -$14.8K -219 -3%
KF
102
Krilogy Financial
Missouri
$547K +$15.5K +230 +3%
UCFA
103
United Capital Financial Advisors
Texas
$546K -$393K -5,826 -41%
CWM
104
Cornerstone Wealth Management
Missouri
$533K -$580K -8,600 -51%
AT
105
Arden Trust
Delaware
$514K -$89.9K -1,334 -14%
CFGS
106
Concourse Financial Group Securities
Alabama
$501K -$538K -7,981 -51%
RFWA
107
RPg Family Wealth Advisory
Massachusetts
$461K -$14.4K -213 -3%
RIA
108
Regal Investment Advisors
Michigan
$456K -$3.37K -50 -0.7%
RFM
109
Royal Fund Management
Florida
$434K +$444K +6,590 +7,845%
CA
110
Claro Advisors
Massachusetts
$415K +$9.71K +144 +2%
CFD
111
Creative Financial Designs
Indiana
$406K +$170K +2,527 +65%
FWM
112
Foresight Wealth Management
Utah
$402K -$4.65K -69 -1%
HIS
113
Harvest Investment Services
Illinois
$400K -$39.6K -588 -9%
PFA
114
Pinnacle Family Advisors
Missouri
$394K +$68.8K +1,021 +20%
CWA
115
Clarus Wealth Advisors
Arizona
$386K +$21.8K +323 +6%
KWM
116
Kingsview Wealth Management
Oregon
$383K +$26.3K +390 +7%
BCM
117
Breiter Capital Management
Florida
$376K +$50.6K +750 +15%
JIP
118
Jaffetilchin Investment Partners
Florida
$361K -$122K -1,810 -25%
KA
119
Kovack Advisors
Florida
$359K +$18.7K +278 +5%
WS
120
Wedbush Securities
California
$349K +$62.5K +927 +21%
M&T Bank
121
M&T Bank
New York
$343K -$81.8K -1,213 -19%
RIA
122
Realta Investment Advisors
Delaware
$334K -$202 -3 -0.1%
SPIA
123
Steward Partners Investment Advisory
New York
$331K +$179K +2,652 +109%
SWM
124
SeaCrest Wealth Management
New York
$326K +$39.9K +592 +13%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$324K -$72.8K -1,080 -18%