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First Trust Technology AlphaDEX Fund

192 hedge funds and large institutions have $1.56B invested in First Trust Technology AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

6% more funds holding

Funds holding: 181192 (+11)

5% more capital invested

Capital invested by funds: $1.49B → $1.56B (+$74.7M)

0.2% less ownership

Funds ownership: 71.71%71.52% (-0.2%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

30% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 79

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $385K

Holders
192
Holders Change
+11
Holders Change %
+6.08%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.16%
New
27
Increased
55
Reduced
79
Closed
14
Calls
Puts
$385K
Net Calls
-$385K
Net Calls Change
-$385K
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
126
Harel Insurance Investments & Financial Services
Israel
$318K
1W
127
1776 Wealth
Georgia
$307K
FWM
128
Foresight Wealth Management
Utah
$293K -$140K -1,587 -33%
AAS
129
Avantax Advisory Services
Texas
$293K +$284K +3,226 New
BCM
130
Breiter Capital Management
Florida
$278K -$1.06K -12 -0.4%
FTUS
131
Flow Traders U.S.
New York
$250K +$242K +2,745 New
HR
132
Hayden Royal
North Carolina
$247K +$239K +2,717 New
Renaissance Technologies
133
Renaissance Technologies
New York
$245K -$704K -8,000 -75%
Comerica Bank
134
Comerica Bank
Texas
$244K
MAS
135
Madden Advisory Services
Florida
$237K
ECA
136
Elevated Capital Advisors
Utah
$230K -$25.4K -288 -11%
ONB
137
Old National Bancorp
Indiana
$229K
FFN
138
Focus Financial Network
Minnesota
$223K +$216K +2,450 New
CIA
139
Compass Ion Advisors
Pennsylvania
$221K
VFA
140
Voya Financial Advisors
Connecticut
$214K +$207K +2,352 New
GLA
141
Good Life Advisors
Pennsylvania
$204K +$198K +2,252 New
CAL
142
Capital Analysts LLC
Pennsylvania
$165K -$22K -250 -12%
EP
143
Eudaimonia Partners
Tennessee
$143K
SFPG
144
Stonebridge Financial Planning Group
Florida
$126K +$2.73K +31 +2%
JAWM
145
J. Arnold Wealth Management
Ohio
$119K +$9.68K +110 +9%
GRP
146
Global Retirement Partners
California
$115K
FFA
147
Founders Financial Alliance
North Carolina
$109K +$106K +1,208 New
TFA
148
Transamerica Financial Advisors
Florida
$91K -$843K -9,570 -91%
BEI
149
Benjamin Edwards Inc
Missouri
$89K -$50.6K -575 -37%
ONST
150
Old North State Trust
North Carolina
$88K +$84.9K +964 New