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First Trust Technology AlphaDEX Fund

181 hedge funds and large institutions have $1.49B invested in First Trust Technology AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

28% more capital invested

Capital invested by funds: $1.16B → $1.49B (+$324M)

0.16% more ownership

Funds ownership: 71.55%71.71% (+0.16%)

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

2% less funds holding

Funds holding: 185181 (-4)

65% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 94

Holders
181
Holders Change
-4
Holders Change %
-2.16%
% of All Funds
3.71%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.23%
New
29
Increased
33
Reduced
94
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFG Advisory
Georgia
$477K +$417K +5,727 New
SS
102
Simplicity Solutions
Minnesota
$475K -$878K -12,071 -68%
CAN
103
Claraphi Advisory Network
United States
$474K -$278K -3,816 -40%
BPA
104
Beacon Pointe Advisors
California
$474K +$73 +1 +0%
SPIA
105
Steward Partners Investment Advisory
New York
$423K -$2.04K -28 -0.5%
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$419K +$24.2K +332 +7%
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$413K
WS
108
Wedbush Securities
California
$411K -$2.91K -40 -0.8%
FWM
109
Foresight Wealth Management
Utah
$401K -$53.2K -731 -13%
SWP
110
Stratos Wealth Partners
Ohio
$400K -$2.62K -36 -0.7%
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$398K -$112K -1,542 -24%
SWM
112
SeaCrest Wealth Management
New York
$396K +$4.58K +63 +1%
ATC
113
Argent Trust Co
Tennessee
$385K
RA
114
RFG Advisory
Alabama
$365K -$249K -3,415 -44%
CWS
115
Cypress Wealth Services
California
$353K
RJT
116
Raymond James Trust
Florida
$352K +$61.1K +839 +25%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$351K -$25.2K -346 -8%
CCFM
118
Clear Creek Financial Management
Washington
$347K -$78.7K -1,082 -21%
KA
119
Kovack Advisors
Florida
$333K -$190K -2,608 -39%
9WM
120
9258 Wealth Management
Ohio
$331K
RFWA
121
RPg Family Wealth Advisory
Massachusetts
$326K -$191K -2,628 -40%
RIA
122
Regal Investment Advisors
Michigan
$323K +$281K +3,868 New
CA
123
Claro Advisors
Massachusetts
$301K -$801 -11 -0.3%
HIIFS
124
Harel Insurance Investments & Financial Services
Israel
$292K
1W
125
1776 Wealth
Georgia
$281K -$533K -7,331 -68%