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First Trust Technology AlphaDEX Fund

235 hedge funds and large institutions have $784M invested in First Trust Technology AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 77 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: 229235 (+6)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.44% less ownership

Funds ownership: 58.49%58.05% (-0.44%)

2% less capital invested

Capital invested by funds: $801M → $784M (-$16.1M)

28% less call options, than puts

Call options by funds: $722K | Put options by funds: $1.01M

34% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 77

Holders
235
Holders Change
+6
Holders Change %
+2.62%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
24
Increased
51
Reduced
77
Closed
15
Calls
$722K
Puts
$1.01M
Net Calls
-$286K
Net Calls Change
-$974K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
101
MML Investors Services
Massachusetts
$627K +$37.7K +286 +7%
CWA
102
Capital Wealth Alliance
Arizona
$615K -$396 -3 -0.1%
BPA
103
Beacon Pointe Advisors
California
$598K +$39.6K +300 +7%
IA
104
IFG Advisory
Georgia
$596K +$578K +4,377 New
GWP
105
Gateway Wealth Partners
Wisconsin
$591K -$14.8K -112 -3%
AWM
106
AE Wealth Management
Kansas
$575K +$35.2K +267 +7%
Envestnet Portfolio Solutions
107
Envestnet Portfolio Solutions
Illinois
$565K -$38K -288 -6%
SF
108
Summit Financial
New Jersey
$537K +$145K +1,099 +39%
AI
109
Atria Investments
North Carolina
$524K +$507K +3,843 New
VVP
110
Venture Visionary Partners
Ohio
$521K
RIA
111
Regal Investment Advisors
Michigan
$517K
9WM
112
9258 Wealth Management
Ohio
$472K -$9.24K -70 -2%
RFWA
113
RPg Family Wealth Advisory
Massachusetts
$464K +$87K +659 +24%
PCIA
114
Prime Capital Investment Advisors
Kansas
$457K -$147K -1,117 -25%
SWM
115
SeaCrest Wealth Management
New York
$437K -$26.4K -200 -6%
AF
116
Apollon Financial
South Carolina
$426K
RPGK
117
Retirement Planning Group (Kansas)
Kansas
$426K
SPIA
118
Steward Partners Investment Advisory
New York
$420K -$19.1K -145 -4%
D.E. Shaw & Co
119
D.E. Shaw & Co
New York
$406K +$90K +682 +30%
HF
120
HRT Financial
New York
$405K +$392K +2,973 New
CF
121
Convergence Financial
Missouri
$390K +$143K +1,083 +61%
TA
122
TrueWealth Advisors
Alabama
$386K
WFAG
123
Worth Financial Advisory Group
North Carolina
$381K -$11.6K -88 -3%
SA
124
Sanctuary Advisors
Indiana
$376K +$384K +2,908 New
Corient Private Wealth
125
Corient Private Wealth
Florida
$374K -$17.2K -130 -5%