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First Trust Technology AlphaDEX Fund

210 hedge funds and large institutions have $1.85B invested in First Trust Technology AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 75 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

3% more funds holding

Funds holding: 203210 (+7)

2% more capital invested

Capital invested by funds: $1.83B → $1.85B (+$29.3M)

0.16% more ownership

Funds ownership: 70.01%70.16% (+0.16%)

13% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 75

Holders
210
Holders Change
+7
Holders Change %
+3.45%
% of All Funds
3.68%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
18
Increased
65
Reduced
75
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
Claro Advisors
Massachusetts
$395K -$3.52K -28 -0.9%
ONB
127
Old National Bancorp
Indiana
$395K +$87.9K +700 +28%
Jane Street
128
Jane Street
New York
$393K +$402K +3,199 New
FWM
129
Foresight Wealth Management
Utah
$391K -$4.9K -39 -1%
DWP
130
Destiny Wealth Partners
Florida
$391K
KA
131
Kovack Advisors
Florida
$389K
ATC
132
Argent Trust Co
Tennessee
$385K
BCM
133
Breiter Capital Management
Florida
$376K
GWM
134
Geneos Wealth Management
Colorado
$373K -$20.6K -164 -5%
SPC
135
Sigma Planning Corp
Michigan
$368K +$36.9K +294 +11%
MW
136
Marks Wealth
Maryland
$366K +$374K +2,976 New
TRCT
137
Tower Research Capital (TRC)
New York
$351K +$318K +2,532 +781%
JAWM
138
J. Arnold Wealth Management
Ohio
$348K +$73K +581 +26%
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$321K -$3.14K -25 -1%
KeyBank National Association
140
KeyBank National Association
Ohio
$305K
AWM
141
Accel Wealth Management
Iowa
$279K +$126 +1 +0%
Bessemer Group
142
Bessemer Group
New Jersey
$276K
ARC
143
Advisor Resource Council
Texas
$275K -$4.4K -35 -2%
LFF
144
Level Four Financial
Texas
$262K +$25.1K +200 +10%
Citigroup
145
Citigroup
New York
$259K -$935K -7,441 -78%
IFWM
146
Institute for Wealth Management
Colorado
$258K
IFG
147
Independent Financial Group
California
$253K
ECA
148
Elevated Capital Advisors
Utah
$249K +$255K +2,028 New
Comerica Bank
149
Comerica Bank
Texas
$241K
WI
150
Wintrust Investments
Illinois
$240K -$37.2K -296 -13%