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First Trust Technology AlphaDEX Fund

229 hedge funds and large institutions have $801M invested in First Trust Technology AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 87 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

3% more funds holding

Funds holding: 223229 (+6)

8.86% less ownership

Funds ownership: 67.35%58.49% (-8.9%)

11% less capital invested

Capital invested by funds: $898M → $801M (-$97.2M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

39% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 87

Holders
229
Holders Change
+6
Holders Change %
+2.69%
% of All Funds
3.3%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
24
Increased
53
Reduced
87
Closed
15
Calls
$688K
Puts
Net Calls
+$688K
Net Calls Change
+$688K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
101
Envestnet Portfolio Solutions
Illinois
$597K +$70.3K +530 +14%
JP Morgan Chase
102
JP Morgan Chase
New York
$589K +$22.3K +168 +4%
MML Investors Services
103
MML Investors Services
Massachusetts
$581K -$113K -855 -17%
BPA
104
Beacon Pointe Advisors
California
$551K -$39.8K -300 -7%
AWM
105
AE Wealth Management
Kansas
$532K -$2.27M -17,104 -81%
SP
106
Stablepoint Partners
Massachusetts
$524K +$298K +2,249 +137%
HA
107
HFG Advisors
Ohio
$516K
VVP
108
Venture Visionary Partners
Ohio
$515K
RIA
109
Regal Investment Advisors
Michigan
$512K
Jane Street
110
Jane Street
New York
$503K -$2.48M -18,679 -83%
9WM
111
9258 Wealth Management
Ohio
$476K
SWM
112
SeaCrest Wealth Management
New York
$459K
AR
113
Apeiron RIA
Texas
$453K -$11.4K -86 -2%
SPIA
114
Steward Partners Investment Advisory
New York
$435K -$124K -935 -22%
AF
115
Apollon Financial
South Carolina
$422K +$531 +4 +0.1%
RPGK
116
Retirement Planning Group (Kansas)
Kansas
$422K -$2.12K -16 -0.5%
WFAG
117
Worth Financial Advisory Group
North Carolina
$389K -$398 -3 -0.1%
Corient Private Wealth
118
Corient Private Wealth
Florida
$387K +$381K +2,873 New
SF
119
Summit Financial
New Jersey
$383K +$106K +797 +39%
TA
120
TrueWealth Advisors
Alabama
$382K +$27.9K +210 +8%
IFG
121
Independent Financial Group
California
$377K +$10.5K +79 +3%
RFWA
122
RPg Family Wealth Advisory
Massachusetts
$371K -$135K -1,015 -27%
SIG
123
Sargent Investment Group
Maryland
$361K -$3.98K -30 -1%
NAS
124
NWF Advisory Services
California
$357K
CWP
125
Cyndeo Wealth Partners
Florida
$356K