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First Trust Technology AlphaDEX Fund

196 hedge funds and large institutions have $573M invested in First Trust Technology AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $523M → $573M (+$50.4M)

6% more funds holding

Funds holding: 185196 (+11)

0.31% more ownership

Funds ownership: 56.09%56.41% (+0.31%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

31% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 75

Holders
196
Holders Change
+11
Holders Change %
+5.95%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
28
Increased
52
Reduced
75
Closed
16
Calls
$201K
Puts
Net Calls
+$201K
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
VVP
101
Venture Visionary Partners
Ohio
$373K -$27.7K -300 -7%
RIA
102
Regal Investment Advisors
Michigan
$348K
HA
103
HFG Advisors
Ohio
$341K
KDA
104
Kraft Davis & Associates
Missouri
$339K +$293K +3,182 New
AP
105
Atwood & Palmer
Missouri
$333K -$102K -1,105 -23%
CBFP
106
Cedar Brook Financial Partners
Ohio
$330K +$184 +2 +0.1%
RJT
107
Raymond James Trust
Florida
$330K
MCC
108
Money Concepts Capital
Florida
$330K +$332K +3,601 New
UCFA
109
United Capital Financial Advisors
Texas
$326K -$56.3K -610 -15%
9WM
110
9258 Wealth Management
Ohio
$323K -$11.1K -120 -3%
WFAG
111
Worth Financial Advisory Group
North Carolina
$321K +$323K +3,503 New
SB
112
Strategic Blueprint
Georgia
$312K +$36.2K +392 +13%
ECA
113
Elevated Capital Advisors
Utah
$300K +$16.5K +179 +6%
SWM
114
SeaCrest Wealth Management
New York
$299K +$2.77K +30 +0.9%
RPGK
115
Retirement Planning Group (Kansas)
Kansas
$287K +$289K +3,131 New
QPW
116
Quantum Private Wealth
Florida
$275K
P
117
&Partners
Tennessee
$273K -$326K -3,533 -54%
MOS
118
MGO One Seven
Ohio
$262K
TA
119
TrueWealth Advisors
Alabama
$257K -$3.87K -42 -1%
CWP
120
Cyndeo Wealth Partners
Florida
$256K +$258K +2,799 New
QPWM
121
Quadrant Private Wealth Management
Pennsylvania
$255K +$257K +2,787 New
IFG
122
Independent Financial Group
California
$234K -$104K -1,123 -30%
JP Morgan Chase
123
JP Morgan Chase
New York
$234K +$231K +2,501 +5,002%
SMF
124
Sterling Manor Financial
New York
$231K
ONB
125
Old National Bancorp
Indiana
$231K