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First Trust Technology AlphaDEX Fund

235 hedge funds and large institutions have $776M invested in First Trust Technology AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0% more funds holding

Funds holding: 235235 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.62% less ownership

Funds ownership: 58.05%57.43% (-0.62%)

1% less capital invested

Capital invested by funds: $784M → $776M (-$8.75M)

11% less call options, than puts

Call options by funds: $860K | Put options by funds: $971K

35% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 82

Holders
235
Holders Change
Holders Change %
0%
% of All Funds
3.37%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
53
Reduced
82
Closed
19
Calls
$860K
Puts
$971K
Net Calls
-$111K
Net Calls Change
+$175K
Name Holding Trade Value Shares
Change
Change in
Stake
GWP
101
Gateway Wealth Partners
Wisconsin
$596K -$5.1K -38 -0.9%
AI
102
Atria Investments
North Carolina
$587K +$52.8K +393 +10%
BPA
103
Beacon Pointe Advisors
California
$575K -$32.2K -240 -5%
RFG
104
REAP Financial Group
Texas
$550K -$158K -1,176 -23%
AWM
105
AE Wealth Management
Kansas
$541K -$42.2K -314 -7%
Mariner
106
Mariner
Kansas
$533K -$191K -1,422 -27%
RIA
107
Regal Investment Advisors
Michigan
$526K
VVP
108
Venture Visionary Partners
Ohio
$506K -$22.8K -170 -4%
AFP
109
Ausdal Financial Partners
Iowa
$493K -$767K -5,716 -62%
9WM
110
9258 Wealth Management
Ohio
$480K
WIA
111
World Investment Advisors
California
$480K +$465K +3,460 New
HI
112
Harbour Investments
Wisconsin
$474K -$199K -1,482 -30%
CWA
113
Capital Wealth Alliance
Arizona
$473K -$148K -1,102 -24%
SWM
114
SeaCrest Wealth Management
New York
$471K +$25.4K +189 +6%
PCIA
115
Prime Capital Investment Advisors
Kansas
$465K
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$463K +$443K +3,301 +6,737%
CF
117
Convergence Financial
Missouri
$460K +$61.1K +455 +16%
AF
118
Apollon Financial
South Carolina
$434K +$134 +1 +0%
RPGK
119
Retirement Planning Group (Kansas)
Kansas
$434K +$134 +1 +0%
TC
120
Truvestments Capital
Florida
$428K +$414K +3,086 New
SPIA
121
Steward Partners Investment Advisory
New York
$418K -$9.13K -68 -2%
D.E. Shaw & Co
122
D.E. Shaw & Co
New York
$413K
Fidelity Investments
123
Fidelity Investments
Massachusetts
$407K +$124K +920 +46%
TA
124
TrueWealth Advisors
Alabama
$393K
WFAG
125
Worth Financial Advisory Group
North Carolina
$388K