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First Trust Technology AlphaDEX Fund

231 hedge funds and large institutions have $685M invested in First Trust Technology AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 95 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.1% less ownership

Funds ownership: 58.91%57.81% (-1.1%)

11% less funds holding

Funds holding: 260231 (-29)

17% less capital invested

Capital invested by funds: $828M → $685M (-$143M)

61% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 95

62% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 34

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $661K

Holders
231
Holders Change
-29
Holders Change %
-11.15%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
13
Increased
37
Reduced
95
Closed
34
Calls
Puts
$661K
Net Calls
-$661K
Net Calls Change
+$4.55M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
101
Sanctuary Advisors
Indiana
$564K -$63.1K -426 -9%
BPA
102
Beacon Pointe Advisors
California
$540K -$10.4K -70 -2%
AI
103
Atria Investments
North Carolina
$537K -$132K -893 -18%
AWM
104
AE Wealth Management
Kansas
$531K -$3.11K -21 -0.5%
PCIA
105
Prime Capital Investment Advisors
Kansas
$505K +$83.7K +565 +17%
RIA
106
Regal Investment Advisors
Michigan
$502K
LFAS
107
Level Four Advisory Services
Texas
$495K -$37.9K -256 -6%
Envestnet Portfolio Solutions
108
Envestnet Portfolio Solutions
Illinois
$475K -$70.8K -478 -12%
AA
109
Armis Advisers
Georgia
$473K -$186K -1,252 -26%
AV
110
Alamea Verwaltungs
New Jersey
$451K +$505K +3,410 New
HI
111
Harbour Investments
Wisconsin
$446K -$18.4K -124 -4%
CAM
112
Cresset Asset Management
Illinois
$444K
GWP
113
Gateway Wealth Partners
Wisconsin
$443K -$160K -1,079 -24%
SWM
114
SeaCrest Wealth Management
New York
$441K -$3.26K -22 -0.7%
RFG
115
REAP Financial Group
Texas
$435K -$100K -676 -17%
CWA
116
Clarus Wealth Advisors
Arizona
$434K -$561K -3,784 -53%
AWS
117
Atria Wealth Solutions
New York
$432K -$114K -770 -19%
VVP
118
Venture Visionary Partners
Ohio
$430K
WA
119
Waverly Advisors
Alabama
$427K -$20K -135 -4%
IA
120
IFG Advisory
Georgia
$423K +$24.7K +167 +6%
RPGK
121
Retirement Planning Group (Kansas)
Kansas
$414K
TA
122
TrueWealth Advisors
Alabama
$401K +$30.1K +203 +7%
IA
123
Integrity Alliance
Iowa
$400K +$448K +3,021 New
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$397K -$206K -1,388 -32%
D.E. Shaw & Co
125
D.E. Shaw & Co
New York
$394K