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First Trust Technology AlphaDEX Fund

226 hedge funds and large institutions have $1.21B invested in First Trust Technology AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 42 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

8% more funds holding

Funds holding: 210226 (+16)

8.96% less ownership

Funds ownership: 70.16%61.2% (-9%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

35% less capital invested

Capital invested by funds: $1.85B → $1.21B (-$640M)

56% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 95

Holders
226
Holders Change
+16
Holders Change %
+7.62%
% of All Funds
3.48%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
43
Increased
42
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAP
101
Milestone Advisory Partners
North Carolina
$816K
IA
102
IFG Advisory
Georgia
$804K -$9.3K -71 -1%
IWC
103
Integrated Wealth Concepts
Massachusetts
$796K -$80.7K -616 -9%
BRWA
104
B. Riley Wealth Advisors
Florida
$790K +$42.3K +323 +6%
DBRC
105
D.B. Root & Company
Pennsylvania
$737K +$215K +1,638 +41%
UCFA
106
United Capital Financial Advisors
Texas
$708K -$68.8K -525 -9%
CWA
107
Clarus Wealth Advisors
Arizona
$702K -$30.9K -236 -4%
SI
108
Saxon Interests
Texas
$665K +$692K +5,287 New
CF
109
Centaurus Financial
California
$650K +$7.99K +61 +1%
RA
110
RFG Advisory
Alabama
$639K +$104K +793 +20%
OIA
111
OneDigital Investment Advisors
Kansas
$612K +$607K +4,636 New
BPA
112
Beacon Pointe Advisors
California
$605K +$19.6K +150 +3%
SWP
113
Stratos Wealth Partners
Ohio
$599K -$70.1K -535 -11%
TA
114
TrueWealth Advisors
Alabama
$599K
ATPW
115
Ashton Thomas Private Wealth
Arizona
$582K -$748K -5,710 -56%
SWM
116
SeaCrest Wealth Management
New York
$579K
QCIG
117
Quad-Cities Investment Group
Iowa
$569K -$15.8K -121 -3%
AWM
118
Axxcess Wealth Management
California
$561K +$556K +4,247 New
PFA
119
Pinnacle Family Advisors
Missouri
$541K -$128K -979 -19%
SG
120
StoneX Group
New York
$537K -$968K -7,391 -64%
ATC
121
Argent Trust Co
Tennessee
$532K +$117K +892 +28%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$530K -$63.4K -484 -11%
CFGS
123
Concourse Financial Group Securities
Alabama
$529K +$2.49K +19 +0.5%
Bank of New York Mellon
124
Bank of New York Mellon
New York
$527K -$5.24K -40 -1%
RIA
125
Regal Investment Advisors
Michigan
$511K