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First Trust Technology AlphaDEX Fund

188 hedge funds and large institutions have $585M invested in First Trust Technology AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.83% less ownership

Funds ownership: 57.68%55.85% (-1.8%)

8% less funds holding

Funds holding: 205188 (-17)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

27% less capital invested

Capital invested by funds: $806M → $585M (-$221M)

54% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 89

58% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 26

Holders
188
Holders Change
-17
Holders Change %
-8.29%
% of All Funds
3.17%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
11
Increased
41
Reduced
89
Closed
26
Calls
$254K
Puts
Net Calls
+$254K
Net Calls Change
+$254K
Name Holding Trade Value Shares
Change
Change in
Stake
QCIG
101
Quad-Cities Investment Group
Iowa
$375K -$17.4K -169 -4%
RIA
102
Regal Investment Advisors
Michigan
$364K
IWC
103
Integrated Wealth Concepts
Massachusetts
$358K -$51.3K -498 -12%
HA
104
HFG Advisors
Ohio
$350K -$767K -7,443 -67%
9WM
105
9258 Wealth Management
Ohio
$350K -$4.33K -42 -1%
CBFP
106
Cedar Brook Financial Partners
Ohio
$339K -$2.58K -25 -0.7%
Bank of New York Mellon
107
Bank of New York Mellon
New York
$335K -$44.2K -429 -11%
BRWA
108
B. Riley Wealth Advisors
Florida
$328K -$13.6K -132 -4%
KWM
109
Kingsview Wealth Management
Oregon
$326K
ATC
110
Argent Trust Co
Tennessee
$321K -$45.8K -444 -12%
TA
111
TrueWealth Advisors
Alabama
$318K -$120K -1,162 -26%
SMF
112
Sterling Manor Financial
New York
$318K
RJT
113
Raymond James Trust
Florida
$308K -$49.6K -481 -13%
Jane Street
114
Jane Street
New York
$307K -$416K -4,041 -55%
WWA
115
WCG Wealth Advisors
Nevada
$305K +$334K +3,241 New
WWM
116
Western Wealth Management
Colorado
$294K +$20.5K +199 +7%
AWM
117
Axxcess Wealth Management
California
$288K +$109K +1,057 +53%
QPW
118
Quantum Private Wealth
Florida
$282K
DC
119
Davenport & Co
Virginia
$280K +$307K +2,980 New
MOS
120
MGO One Seven
Ohio
$270K +$3.09K +30 +1%
QPWM
121
Quadrant Private Wealth Management
Pennsylvania
$262K +$287K +2,787 New
FWM
122
Foresight Wealth Management
Utah
$252K -$53K -514 -16%
ACM
123
Advisors Capital Management
New Jersey
$248K -$15.3K -148 -5%
ATPW
124
Ashton Thomas Private Wealth
Arizona
$241K +$69.6K +675 +36%
KeyBank National Association
125
KeyBank National Association
Ohio
$241K