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First Trust Technology AlphaDEX Fund

215 hedge funds and large institutions have $1.73B invested in First Trust Technology AlphaDEX Fund in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 107 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% less ownership

Funds ownership: 72.15%70.88% (-1.3%)

4% less funds holding

Funds holding: 225215 (-10)

8% less capital invested

Capital invested by funds: $1.88B → $1.73B (-$154M)

25% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 28

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

57% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 107

Holders
215
Holders Change
-10
Holders Change %
-4.44%
% of All Funds
3.78%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.14%
New
21
Increased
46
Reduced
107
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAP
101
Milestone Advisory Partners
North Carolina
$702K
IA
102
IFG Advisory
Georgia
$689K -$19.9K -173 -3%
TA
103
TruWealth Advisors
Louisiana
$660K -$113K -976 -14%
UCFA
104
United Capital Financial Advisors
Texas
$648K
CAN
105
Claraphi Advisory Network
United States
$618K -$52K -451 -8%
QCIG
106
Quad-Cities Investment Group
Iowa
$602K -$256K -2,219 -30%
RIA
107
Realta Investment Advisors
Delaware
$602K -$147K -1,272 -19%
KPWS
108
Kestra Private Wealth Services
Texas
$599K -$81.3K -705 -12%
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$578K
CF
110
Centaurus Financial
California
$570K -$1.39M -12,048 -71%
TA
111
TrueWealth Advisors
Alabama
$567K +$19.9K +173 +4%
PFA
112
Pinnacle Family Advisors
Missouri
$563K +$6.8K +59 +1%
SPIA
113
Steward Partners Investment Advisory
New York
$546K -$279K -2,420 -33%
BPA
114
Beacon Pointe Advisors
California
$546K
RA
115
RFG Advisory
Alabama
$541K -$5.07K -44 -0.9%
ATC
116
Argent Trust Co
Tennessee
$539K
AFP
117
Ausdal Financial Partners
Iowa
$528K -$4.96K -43 -0.9%
SWM
118
SeaCrest Wealth Management
New York
$516K -$46.5K -403 -8%
FFS
119
Founders Financial Securities
Maryland
$510K -$9.57K -83 -2%
HI
120
Horizon Investments
North Carolina
$510K +$518K +4,492 New
SMF
121
Sterling Manor Financial
New York
$505K -$4.73K -41 -0.9%
22CM
122
20/20 Capital Management
California
$502K -$21K -182 -4%
CFGS
123
Concourse Financial Group Securities
Alabama
$497K -$30.1K -261 -6%
RJT
124
Raymond James Trust
Florida
$488K -$2.88K -25 -0.6%
CAS
125
Cascadia Advisory Services
Oregon
$478K +$485K +4,207 New