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First Trust Technology AlphaDEX Fund

188 hedge funds and large institutions have $585M invested in First Trust Technology AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.83% less ownership

Funds ownership: 57.68%55.85% (-1.8%)

8% less funds holding

Funds holding: 205188 (-17)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

27% less capital invested

Capital invested by funds: $806M → $585M (-$221M)

54% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 89

58% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 26

Holders
188
Holders Change
-17
Holders Change %
-8.29%
% of All Funds
3.17%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
11
Increased
41
Reduced
89
Closed
26
Calls
$254K
Puts
Net Calls
+$254K
Net Calls Change
+$254K
Name Holding Trade Value Shares
Change
Change in
Stake
ONB
126
Old National Bancorp
Indiana
$237K
OC
127
Oppenheimer & Co
New York
$233K -$35.1K -341 -12%
IFG
128
Independent Financial Group
California
$232K +$3.4K +33 +1%
FHC
129
First Heartland Consultants
Missouri
$230K -$12.2K -118 -5%
TSWM
130
Tyler-Stone Wealth Management
Ohio
$227K
ARC
131
Advisor Resource Council
Texas
$214K +$3.61K +35 +2%
FFN
132
Focus Financial Network
Minnesota
$214K -$18.5K -180 -7%
Bessemer Group
133
Bessemer Group
New Jersey
$212K
LRPA
134
L. Roy Papp & Associates
Arizona
$211K +$231K +2,243 New
DWP
135
Destiny Wealth Partners
Florida
$207K
Citigroup
136
Citigroup
New York
$199K
GRP
137
Global Retirement Partners
California
$190K
MCC
138
Money Concepts Capital
Florida
$168K -$165K -1,603 -47%
ODG
139
O'Dell Group
Ohio
$158K +$206 +2 +0.1%
CFGS
140
Concourse Financial Group Securities
Alabama
$155K
PTC
141
Private Trust Company
Ohio
$148K +$162K +1,570 New
AWM
142
Accel Wealth Management
Iowa
$130K -$65.5K -636 -32%
FFA
143
Founders Financial Alliance
North Carolina
$128K
GWM
144
Geneos Wealth Management
Colorado
$123K -$64.5K -626 -32%
DWA
145
Delos Wealth Advisors
Texas
$118K
HWMA
146
Heritage Wealth Management (Arizona)
Arizona
$105K -$19.9K -193 -15%
BWA
147
BDO Wealth Advisors
Florida
$103K
BBHC
148
Brown Brothers Harriman & Co
New York
$94K
GFPC
149
Global Financial Private Client
Florida
$80.1K
Fidelity Investments
150
Fidelity Investments
Massachusetts
$72K +$1.03K +10 +1%