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First Trust Technology AlphaDEX Fund

192 hedge funds and large institutions have $1.56B invested in First Trust Technology AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

6% more funds holding

Funds holding: 181192 (+11)

5% more capital invested

Capital invested by funds: $1.49B → $1.56B (+$74.7M)

0.2% less ownership

Funds ownership: 71.71%71.52% (-0.2%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

30% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 79

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $385K

Holders
192
Holders Change
+11
Holders Change %
+6.08%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.16%
New
27
Increased
55
Reduced
79
Closed
14
Calls
Puts
$385K
Net Calls
-$385K
Net Calls Change
-$385K
Name Holding Trade Value Shares
Change
Change in
Stake
CF
101
Centaurus Financial
California
$476K -$92K -1,045 -17%
SPIA
102
Steward Partners Investment Advisory
New York
$466K +$4.67K +53 +1%
KPWS
103
Kestra Private Wealth Services
Texas
$456K +$454K +5,162 New
IF
104
Intrua Financial
Texas
$454K -$93.2K -1,059 -19%
FFS
105
Founders Financial Securities
Maryland
$451K +$182K +2,066 +71%
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$450K +$14.9K +169 +4%
RA
107
RFG Advisory
Alabama
$448K +$49.1K +558 +13%
WS
108
Wedbush Securities
California
$441K -$7.66K -87 -2%
BPA
109
Beacon Pointe Advisors
California
$437K -$74.7K -848 -15%
SWP
110
Stratos Wealth Partners
Ohio
$436K -$352 -4 -0.1%
SWM
111
SeaCrest Wealth Management
New York
$435K +$3.08K +35 +0.7%
CWM
112
Cornerstone Wealth Management
Missouri
$424K -$251K -2,847 -38%
WAP
113
Wealthcare Advisory Partners
Pennsylvania
$421K -$28K -318 -6%
ATC
114
Argent Trust Co
Tennessee
$420K
NFG
115
Next Financial Group
Texas
$379K -$138K -1,571 -27%
RJT
116
Raymond James Trust
Florida
$366K -$18K -204 -5%
WA
117
Wealth Advisors
California
$358K -$277K -3,150 -46%
9WM
118
9258 Wealth Management
Ohio
$357K
RFWA
119
RPg Family Wealth Advisory
Massachusetts
$348K -$7.92K -90 -2%
KA
120
Kovack Advisors
Florida
$328K -$34.2K -388 -10%
JIP
121
Jaffetilchin Investment Partners
Florida
$328K +$318K +3,613 New
CA
122
Claro Advisors
Massachusetts
$325K -$3.61K -41 -1%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$323K -$47.5K -540 -14%
GWM
124
Geneos Wealth Management
Colorado
$323K +$18.5K +210 +6%
DBRC
125
D.B. Root & Company
Pennsylvania
$320K +$16.4K +186 +6%