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First Trust Technology AlphaDEX Fund

199 hedge funds and large institutions have $587M invested in First Trust Technology AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

2% more funds holding

Funds holding: 196199 (+3)

2% more capital invested

Capital invested by funds: $573M → $587M (+$13.5M)

0.24% more ownership

Funds ownership: 56.41%56.65% (+0.24%)

43% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 79

Holders
199
Holders Change
+3
Holders Change %
+1.53%
% of All Funds
3.17%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
22
Increased
45
Reduced
79
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
126
L & S Advisors
California
$262K +$251K +2,488 New
NAS
127
NWF Advisory Services
California
$253K +$222K +2,200 New
ATC
128
Argent Trust Co
Tennessee
$253K -$5.35K -53 -2%
AWM
129
Axxcess Wealth Management
California
$240K +$1.72K +17 +0.8%
OC
130
Oppenheimer & Co
New York
$237K
DWP
131
Destiny Wealth Partners
Florida
$231K
ATPW
132
Ashton Thomas Private Wealth
Arizona
$225K -$12K -119 -5%
NP
133
Nilsine Partners
Colorado
$220K +$211K +2,088 New
IGWM
134
ICA Group Wealth Management
Colorado
$218K -$7.77K -77 -4%
BAAM
135
Baker Avenue Asset Management
California
$210K +$202K +2,000 New
IFWM
136
Institute for Wealth Management
Colorado
$210K +$202K +2,000 New
EH
137
Equitable Holdings
New York
$208K +$199K +1,973 New
Bank of New York Mellon
138
Bank of New York Mellon
New York
$207K -$231K -2,292 -54%
FC
139
Forte Capital
New York
$201K +$193K +1,910 New
CPIG
140
Chicago Partners Investment Group
Illinois
$201K +$14.4K +143 +8%
CF
141
Centaurus Financial
California
$194K +$187K +1,849 New
ASN
142
Advisory Services Network
Georgia
$180K
AP
143
Atwood & Palmer
Missouri
$178K -$196K -1,940 -53%
GRP
144
Global Retirement Partners
California
$175K +$7.57K +75 +4%
CFGS
145
Concourse Financial Group Securities
Alabama
$173K
PTC
146
Private Trust Company
Ohio
$165K
DWA
147
Delos Wealth Advisors
Texas
$132K
IF
148
Integrity Financial
Wyoming
$122K
BWA
149
BDO Wealth Advisors
Florida
$115K
RWPA
150
Richard W. Paul & Associates
Michigan
$111K -$908 -9 -0.8%