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First Trust Technology AlphaDEX Fund

185 hedge funds and large institutions have $523M invested in First Trust Technology AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.24% more ownership

Funds ownership: 55.85%56.09% (+0.24%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 188185 (-3)

11% less capital invested

Capital invested by funds: $585M → $523M (-$62M)

38% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 72

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
13
Increased
45
Reduced
72
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
126
Tyler-Stone Wealth Management
Ohio
$209K
Renaissance Technologies
127
Renaissance Technologies
New York
$208K -$247K -2,500 -51%
FWM
128
Foresight Wealth Management
Utah
$208K -$27.5K -278 -10%
ATPW
129
Ashton Thomas Private Wealth
Arizona
$201K -$24.2K -245 -10%
Bessemer Group
130
Bessemer Group
New Jersey
$195K
DWP
131
Destiny Wealth Partners
Florida
$190K
GRP
132
Global Retirement Partners
California
$186K
CF
133
Centaurus Financial
California
$148K +$168K +1,702 New
CFGS
134
Concourse Financial Group Securities
Alabama
$143K
PTC
135
Private Trust Company
Ohio
$136K
DWA
136
Delos Wealth Advisors
Texas
$109K
AWM
137
Accel Wealth Management
Iowa
$100K -$27.8K -281 -21%
HWMA
138
Heritage Wealth Management (Arizona)
Arizona
$96K -$792 -8 -0.7%
BWA
139
BDO Wealth Advisors
Florida
$95K
FFA
140
Founders Financial Alliance
North Carolina
$89K -$33.2K -335 -25%
BBHC
141
Brown Brothers Harriman & Co
New York
$87K
ONST
142
Old North State Trust
North Carolina
$84K +$95.4K +964 New
HGERS
143
Householder Group Estate & Retirement Specialist
Arizona
$78K +$89.2K +901 New
GFPC
144
Global Financial Private Client
Florida
$76.5K
Fidelity Investments
145
Fidelity Investments
Massachusetts
$65K -$1.78K -18 -2%
FEG
146
Financial Enhancement Group
Indiana
$57K -$4.85K -49 -7%
Qube Research & Technologies (QRT)
147
Qube Research & Technologies (QRT)
United Kingdom
$55K -$566K -5,718 -90%
MA
148
MCF Advisors
Kentucky
$53K
William Blair & Company
149
William Blair & Company
Illinois
$53K
CAL
150
Capital Analysts LLC
Pennsylvania
$52K -$9.9K -100 -14%