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First Trust Technology AlphaDEX Fund

199 hedge funds and large institutions have $587M invested in First Trust Technology AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

2% more funds holding

Funds holding: 196199 (+3)

2% more capital invested

Capital invested by funds: $573M → $587M (+$13.5M)

0.24% more ownership

Funds ownership: 56.41%56.65% (+0.24%)

43% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 79

Holders
199
Holders Change
+3
Holders Change %
+1.53%
% of All Funds
3.17%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
22
Increased
45
Reduced
79
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
101
Bessemer Group
New Jersey
$405K +$161K +1,596 +71%
RIA
102
Regal Investment Advisors
Michigan
$399K
HA
103
HFG Advisors
Ohio
$392K
RJT
104
Raymond James Trust
Florida
$379K
RFWA
105
RPg Family Wealth Advisory
Massachusetts
$379K -$135K -1,342 -27%
IA
106
IFP Advisors
Florida
$378K -$4.3M -42,668 -81%
UCFA
107
United Capital Financial Advisors
Texas
$374K
9WM
108
9258 Wealth Management
Ohio
$371K
ECA
109
Elevated Capital Advisors
Utah
$367K +$21.4K +212 +6%
WFAG
110
Worth Financial Advisory Group
North Carolina
$353K -$14.6K -145 -4%
SWM
111
SeaCrest Wealth Management
New York
$337K -$6.56K -65 -2%
RPGK
112
Retirement Planning Group (Kansas)
Kansas
$330K +$303 +3 +0.1%
PPP
113
Private Portfolio Partners
New Jersey
$325K +$311K +3,087 New
SMF
114
Sterling Manor Financial
New York
$318K +$50.4K +500 +20%
QPW
115
Quantum Private Wealth
Florida
$316K
Citadel Advisors
116
Citadel Advisors
Florida
$309K -$3.93M -38,961 -93%
P
117
&Partners
Tennessee
$296K -$16.4K -163 -5%
TA
118
TrueWealth Advisors
Alabama
$295K
QPWM
119
Quadrant Private Wealth Management
Pennsylvania
$293K
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$280K -$247K -2,447 -48%
CWP
121
Cyndeo Wealth Partners
Florida
$278K -$15.8K -157 -6%
IFG
122
Independent Financial Group
California
$269K
CBFP
123
Cedar Brook Financial Partners
Ohio
$268K -$106K -1,054 -29%
TSS
124
Two Sigma Securities
New York
$267K -$245K -2,424 -49%
ONB
125
Old National Bancorp
Indiana
$265K