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First Trust Technology AlphaDEX Fund

185 hedge funds and large institutions have $523M invested in First Trust Technology AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.24% more ownership

Funds ownership: 55.85%56.09% (+0.24%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 188185 (-3)

11% less capital invested

Capital invested by funds: $585M → $523M (-$62M)

38% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 72

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
13
Increased
45
Reduced
72
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$361K -$14.8K -150 -3%
SWP
102
Stratos Wealth Partners
Ohio
$330K -$32.2K -325 -8%
IWC
103
Integrated Wealth Concepts
Massachusetts
$330K
RIA
104
Regal Investment Advisors
Michigan
$329K -$7.13K -72 -2%
HA
105
HFG Advisors
Ohio
$323K
QCIG
106
Quad-Cities Investment Group
Iowa
$321K -$29K -293 -7%
IFG
107
Independent Financial Group
California
$319K +$121K +1,221 +50%
9WM
108
9258 Wealth Management
Ohio
$317K -$6.43K -65 -2%
Bank of New York Mellon
109
Bank of New York Mellon
New York
$317K +$9.4K +95 +3%
CBFP
110
Cedar Brook Financial Partners
Ohio
$312K +$99 +1 +0%
RJT
111
Raymond James Trust
Florida
$312K +$32.4K +327 +10%
KWM
112
Kingsview Wealth Management
Oregon
$300K
SWM
113
SeaCrest Wealth Management
New York
$281K -$133K -1,347 -29%
WWA
114
WCG Wealth Advisors
Nevada
$278K -$6.04K -61 -2%
WWM
115
Western Wealth Management
Colorado
$270K +$99 +1 +0%
ECA
116
Elevated Capital Advisors
Utah
$269K +$307K +3,099 New
SB
117
Strategic Blueprint
Georgia
$261K +$298K +3,012 New
QPW
118
Quantum Private Wealth
Florida
$260K
TA
119
TrueWealth Advisors
Alabama
$247K -$52.2K -527 -16%
Citigroup
120
Citigroup
New York
$231K +$55.1K +557 +26%
KeyBank National Association
121
KeyBank National Association
Ohio
$222K
SMF
122
Sterling Manor Financial
New York
$219K -$84.1K -850 -25%
ONB
123
Old National Bancorp
Indiana
$218K
ATC
124
Argent Trust Co
Tennessee
$213K -$94.4K -954 -28%
OC
125
Oppenheimer & Co
New York
$211K -$3.56K -36 -1%