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First Trust Technology AlphaDEX Fund

203 hedge funds and large institutions have $1.83B invested in First Trust Technology AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 78 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.73B → $1.83B (+$95.5M)

0.87% less ownership

Funds ownership: 70.88%70.01% (-0.87%)

6% less funds holding

Funds holding: 215203 (-12)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

27% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 78

35% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 31

Holders
203
Holders Change
-12
Holders Change %
-5.58%
% of All Funds
3.53%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
20
Increased
57
Reduced
78
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
126
Foresight Wealth Management
Utah
$400K
1W
127
1776 Wealth
Georgia
$397K
DWP
128
Destiny Wealth Partners
Florida
$395K
GWM
129
Geneos Wealth Management
Colorado
$394K -$49.2K -414 -12%
KA
130
Kovack Advisors
Florida
$393K +$29.8K +251 +9%
ATC
131
Argent Trust Co
Tennessee
$389K -$191K -1,609 -34%
CWM
132
Cornerstone Wealth Management
Missouri
$384K -$8.44K -71 -2%
BCM
133
Breiter Capital Management
Florida
$380K +$364K +3,060 New
SPC
134
Sigma Planning Corp
Michigan
$335K -$429K -3,606 -57%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$316K -$51.1K -430 -15%
ONB
136
Old National Bancorp
Indiana
$313K
KeyBank National Association
137
KeyBank National Association
Ohio
$309K +$47.5K +400 +19%
Creative Planning
138
Creative Planning
Kansas
$300K +$54.3K +457 +23%
Bank of New York Mellon
139
Bank of New York Mellon
New York
$291K +$278K +2,343 New
AWM
140
Accel Wealth Management
Iowa
$282K -$30.4K -256 -10%
ARC
141
Advisor Resource Council
Texas
$282K +$270K +2,273 New
JAWM
142
J. Arnold Wealth Management
Ohio
$280K +$108K +912 +68%
WI
143
Wintrust Investments
Illinois
$279K -$1.49M -12,527 -85%
Bessemer Group
144
Bessemer Group
New Jersey
$279K
HR
145
Hayden Royal
North Carolina
$276K -$53K -446 -17%
BRWA
146
B. Riley Wealth Advisors
Florida
$273K +$261K +2,192 New
IFWM
147
Institute for Wealth Management
Colorado
$261K +$5.94K +50 +2%
IFG
148
Independent Financial Group
California
$256K +$245K +2,060 New
Renaissance Technologies
149
Renaissance Technologies
New York
$248K +$238K +2,000 New
CCT
150
Country Club Trust
Missouri
$242K