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First Trust Technology AlphaDEX Fund

226 hedge funds and large institutions have $1.21B invested in First Trust Technology AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 42 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

8% more funds holding

Funds holding: 210226 (+16)

8.96% less ownership

Funds ownership: 70.16%61.2% (-9%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

35% less capital invested

Capital invested by funds: $1.85B → $1.21B (-$640M)

56% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 95

Holders
226
Holders Change
+16
Holders Change %
+7.62%
% of All Funds
3.48%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
43
Increased
42
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
9WM
126
9258 Wealth Management
Ohio
$510K -$9.82K -75 -2%
RFWA
127
RPg Family Wealth Advisory
Massachusetts
$497K
RJT
128
Raymond James Trust
Florida
$497K -$40.3K -308 -8%
SMF
129
Sterling Manor Financial
New York
$490K
KWM
130
Kingsview Wealth Management
Oregon
$457K -$24.9K -190 -5%
ASN
131
Advisory Services Network
Georgia
$452K -$9.92M -75,781 -96%
CBFP
132
Cedar Brook Financial Partners
Ohio
$447K
WA
133
Wealth Advisors
California
$444K -$37.7K -288 -8%
SPC
134
Sigma Planning Corp
Michigan
$441K +$45.6K +348 +12%
FWM
135
Foresight Wealth Management
Utah
$421K +$262 +2 +0.1%
DWP
136
Destiny Wealth Partners
Florida
$420K
SAM
137
Secure Asset Management
Michigan
$399K -$3.94M -30,115 -91%
QPW
138
Quantum Private Wealth
Florida
$396K +$393K +3,000 New
BCM
139
Breiter Capital Management
Florida
$392K -$11.8K -90 -3%
GWM
140
Geneos Wealth Management
Colorado
$357K -$38.2K -292 -10%
KWS
141
Keystone Wealth Services
California
$339K +$336K +2,569 New
KeyBank National Association
142
KeyBank National Association
Ohio
$338K +$9.95K +76 +3%
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$335K
ONB
144
Old National Bancorp
Indiana
$332K -$91.7K -700 -22%
IFG
145
Independent Financial Group
California
$321K +$48.5K +370 +18%
TSS
146
Two Sigma Securities
New York
$320K +$317K +2,422 New
TSWM
147
Tyler-Stone Wealth Management
Ohio
$318K +$316K +2,410 New
ARC
148
Advisor Resource Council
Texas
$300K +$4.58K +35 +2%
Bessemer Group
149
Bessemer Group
New Jersey
$297K
AWM
150
Accel Wealth Management
Iowa
$292K -$7.73K -59 -3%