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First Trust Technology AlphaDEX Fund

220 hedge funds and large institutions have $897M invested in First Trust Technology AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 69 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+16
Holders Change %
+7.84%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
31
Increased
61
Reduced
69
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QPWM
126
Quadrant Private Wealth Management
Pennsylvania
$331K +$331K +2,587 New
CBFP
127
Cedar Brook Financial Partners
Ohio
$329K +$3.06K +24 +0.9%
PAS
128
Park Avenue Securities
New York
$327K -$2.05K -16 -0.6%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$324K
ONB
130
Old National Bancorp
Indiana
$322K
TSWM
131
Tyler-Stone Wealth Management
Ohio
$309K
NP
132
Nilsine Partners
Colorado
$301K +$25.6K +200 +9%
GRP
133
Global Retirement Partners
California
$285K +$84.1K +660 +42%
KDA
134
Kraft Davis & Associates
Missouri
$277K -$110K -834 -28%
ATPW
135
Ashton Thomas Private Wealth
Arizona
$271K
Bessemer Group
136
Bessemer Group
New Jersey
$269K
DWP
137
Destiny Wealth Partners
Florida
$268K
OC
138
Oppenheimer & Co
New York
$268K -$13.1K -102 -5%
CPIG
139
Chicago Partners Investment Group
Illinois
$268K +$132 +1 +0%
ATC
140
Argent Trust Co
Tennessee
$267K
FC
141
Forte Capital
New York
$266K
ASN
142
Advisory Services Network
Georgia
$264K +$264K +2,063 New
AWA
143
Arete Wealth Advisors
Illinois
$263K +$263K +2,055 New
SF
144
Summit Financial
New Jersey
$262K +$262K +2,046 New
RJT
145
Raymond James Trust
Florida
$260K -$159K -1,244 -38%
IFWM
146
Institute for Wealth Management
Colorado
$256K
TFS
147
Thoroughbred Financial Services
Tennessee
$256K +$256K +2,005 New
ZIM
148
Zacks Investment Management
Illinois
$253K +$253K +1,977 New
IF
149
Intrua Financial
Texas
$252K -$295K -2,300 -54%
CCB
150
Country Club Bank
Missouri
$250K