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First Trust Technology AlphaDEX Fund

196 hedge funds and large institutions have $573M invested in First Trust Technology AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $523M → $573M (+$50.4M)

6% more funds holding

Funds holding: 185196 (+11)

0.31% more ownership

Funds ownership: 56.09%56.41% (+0.31%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

31% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 75

Holders
196
Holders Change
+11
Holders Change %
+5.95%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
28
Increased
52
Reduced
75
Closed
16
Calls
$201K
Puts
Net Calls
+$201K
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
126
Argent Trust Co
Tennessee
$225K
TSWM
127
Tyler-Stone Wealth Management
Ohio
$221K
AWM
128
Axxcess Wealth Management
California
$207K +$209K +2,261 New
ATPW
129
Ashton Thomas Private Wealth
Arizona
$207K -$5.53K -60 -3%
OC
130
Oppenheimer & Co
New York
$206K -$16.7K -181 -7%
Bessemer Group
131
Bessemer Group
New Jersey
$206K
ARC
132
Advisor Resource Council
Texas
$204K +$205K +2,228 New
HWMA
133
Heritage Wealth Management (Arizona)
Arizona
$202K +$102K +1,103 +100%
DWP
134
Destiny Wealth Partners
Florida
$201K
CPIG
135
Chicago Partners Investment Group
Illinois
$200K +$173K +1,880 New
NA
136
NewEdge Advisors
Louisiana
$198K -$141K -1,527 -7%
IGWM
137
ICA Group Wealth Management
Colorado
$197K +$198K +2,149 New
GRP
138
Global Retirement Partners
California
$158K -$26.7K -289 -14%
ASN
139
Advisory Services Network
Georgia
$157K +$158K +1,714 New
CFGS
140
Concourse Financial Group Securities
Alabama
$151K
PTC
141
Private Trust Company
Ohio
$144K
DWA
142
Delos Wealth Advisors
Texas
$115K
IF
143
Integrity Financial
Wyoming
$106K +$107K +1,156 New
BWA
144
BDO Wealth Advisors
Florida
$99.8K
AWM
145
Accel Wealth Management
Iowa
$98.3K +$92 +1 +0.1%
RWPA
146
Richard W. Paul & Associates
Michigan
$97.6K +$98.3K +1,066 New
FFA
147
Founders Financial Alliance
North Carolina
$94.1K +$92 +1 +0.1%
BBHC
148
Brown Brothers Harriman & Co
New York
$91.5K
CS
149
Comerica Securities
Michigan
$88.1K +$88.7K +962 New
ONST
150
Old North State Trust
North Carolina
$88K