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First Trust Technology AlphaDEX Fund

210 hedge funds and large institutions have $1.85B invested in First Trust Technology AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 75 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

3% more funds holding

Funds holding: 203210 (+7)

2% more capital invested

Capital invested by funds: $1.83B → $1.85B (+$29.3M)

0.16% more ownership

Funds ownership: 70.01%70.16% (+0.16%)

13% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 75

Holders
210
Holders Change
+7
Holders Change %
+3.45%
% of All Funds
3.68%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
18
Increased
65
Reduced
75
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
101
Clarus Wealth Advisors
Arizona
$715K -$12.8K -102 -2%
BRWA
102
B. Riley Wealth Advisors
Florida
$696K +$435K +3,467 +158%
TA
103
TruWealth Advisors
Louisiana
$671K -$33.3K -265 -5%
SPIA
104
Steward Partners Investment Advisory
New York
$657K +$34.2K +272 +5%
PFA
105
Pinnacle Family Advisors
Missouri
$624K
SWP
106
Stratos Wealth Partners
Ohio
$623K +$57.3K +456 +10%
CF
107
Centaurus Financial
California
$598K +$3.14K +25 +0.5%
TA
108
TrueWealth Advisors
Alabama
$558K
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$552K -$78.8K -627 -12%
BPA
110
Beacon Pointe Advisors
California
$545K -$47.1K -375 -8%
QCIG
111
Quad-Cities Investment Group
Iowa
$544K -$63.1K -502 -10%
SWM
112
SeaCrest Wealth Management
New York
$539K -$18.7K -149 -3%
RJT
113
Raymond James Trust
Florida
$501K -$3.77K -30 -0.7%
RA
114
RFG Advisory
Alabama
$497K -$81.6K -650 -14%
Bank of New York Mellon
115
Bank of New York Mellon
New York
$495K +$212K +1,684 +72%
CFGS
116
Concourse Financial Group Securities
Alabama
$490K -$42.5K -338 -8%
CAS
117
Cascadia Advisory Services
Oregon
$488K +$30.8K +245 +7%
DBRC
118
D.B. Root & Company
Pennsylvania
$485K -$628 -5 -0.1%
9WM
119
9258 Wealth Management
Ohio
$483K -$4.4K -35 -0.9%
RIA
120
Regal Investment Advisors
Michigan
$475K
RFWA
121
RPg Family Wealth Advisory
Massachusetts
$463K
SMF
122
Sterling Manor Financial
New York
$456K
KWM
123
Kingsview Wealth Management
Oregon
$448K
WA
124
Wealth Advisors
California
$445K
CBFP
125
Cedar Brook Financial Partners
Ohio
$416K