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First Trust Technology AlphaDEX Fund

203 hedge funds and large institutions have $1.83B invested in First Trust Technology AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 78 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.73B → $1.83B (+$95.5M)

0.87% less ownership

Funds ownership: 70.88%70.01% (-0.87%)

6% less funds holding

Funds holding: 215203 (-12)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

27% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 78

35% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 31

Holders
203
Holders Change
-12
Holders Change %
-5.58%
% of All Funds
3.53%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
20
Increased
57
Reduced
78
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$708K
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$636K +$3.57K +30 +0.6%
PFA
103
Pinnacle Family Advisors
Missouri
$630K +$14.5K +122 +2%
SPIA
104
Steward Partners Investment Advisory
New York
$630K +$31.9K +268 +6%
QCIG
105
Quad-Cities Investment Group
Iowa
$612K -$43.3K -364 -7%
CF
106
Centaurus Financial
California
$601K -$21.2K -178 -4%
BPA
107
Beacon Pointe Advisors
California
$597K +$357 +3 +0.1%
RA
108
RFG Advisory
Alabama
$583K -$7.37K -62 -1%
SWP
109
Stratos Wealth Partners
Ohio
$573K -$821K -6,908 -60%
TA
110
TrueWealth Advisors
Alabama
$564K -$32.7K -275 -6%
SWM
111
SeaCrest Wealth Management
New York
$563K
22CM
112
20/20 Capital Management
California
$548K -$832 -7 -0.2%
CFGS
113
Concourse Financial Group Securities
Alabama
$537K -$5.35K -45 -1%
RJT
114
Raymond James Trust
Florida
$510K -$22.9K -193 -4%
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$501K +$39.1K +329 +9%
9WM
116
9258 Wealth Management
Ohio
$493K
DBRC
117
D.B. Root & Company
Pennsylvania
$490K -$2.02K -17 -0.4%
RIA
118
Regal Investment Advisors
Michigan
$480K +$460K +3,868 New
RFWA
119
RPg Family Wealth Advisory
Massachusetts
$468K +$448K +3,767 New
CAS
120
Cascadia Advisory Services
Oregon
$462K -$57.5K -484 -12%
SMF
121
Sterling Manor Financial
New York
$461K -$87K -732 -16%
WA
122
Wealth Advisors
California
$457K
KWM
123
Kingsview Wealth Management
Oregon
$452K
CBFP
124
Cedar Brook Financial Partners
Ohio
$420K +$5.23K +44 +1%
CA
125
Claro Advisors
Massachusetts
$403K +$10.8K +91 +3%