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First Trust Technology AlphaDEX Fund

235 hedge funds and large institutions have $784M invested in First Trust Technology AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

3% more funds holding

Funds holding: 229235 (+6)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.44% less ownership

Funds ownership: 58.49%58.05% (-0.44%)

2% less capital invested

Capital invested by funds: $801M → $784M (-$16.1M)

28% less call options, than puts

Call options by funds: $722K | Put options by funds: $1.01M

34% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 77

Holders
235
Holders Change
+6
Holders Change %
+2.62%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
24
Increased
51
Reduced
77
Closed
15
Calls
$722K
Puts
$1.01M
Net Calls
-$286K
Net Calls Change
-$974K
Name Holding Trade Value Shares
Change
Change in
Stake
SIG
126
Sargent Investment Group
Maryland
$364K
NAS
127
NWF Advisory Services
California
$361K
CWP
128
Cyndeo Wealth Partners
Florida
$360K
HA
129
HFG Advisors
Ohio
$358K -$159K -1,202 -31%
QPWM
130
Quadrant Private Wealth Management
Pennsylvania
$353K
SEIA
131
Signature Estate & Investment Advisors
California
$351K +$340K +2,578 New
ONB
132
Old National Bancorp
Indiana
$343K
Belvedere Trading
133
Belvedere Trading
Illinois
$341K +$330K +2,501 New
DC
134
Davenport & Co
Virginia
$336K -$669K -5,069 -67%
ASN
135
Advisory Services Network
Georgia
$334K +$20.8K +158 +7%
IFG
136
Independent Financial Group
California
$330K -$49K -371 -13%
TSWM
137
Tyler-Stone Wealth Management
Ohio
$329K
OC
138
Oppenheimer & Co
New York
$322K +$36K +273 +13%
SG
139
StoneX Group
New York
$321K -$1.45K -11 -0.5%
NP
140
Nilsine Partners
Colorado
$321K
PAS
141
Park Avenue Securities
New York
$315K -$28.9K -219 -9%
AR
142
Apeiron RIA
Texas
$306K -$148K -1,118 -33%
DWP
143
Destiny Wealth Partners
Florida
$299K
GRP
144
Global Retirement Partners
California
$295K -$17.6K -133 -6%
AWA
145
Arete Wealth Advisors
Illinois
$288K +$279K +2,114 New
ATC
146
Argent Trust Co
Tennessee
$284K
CPIG
147
Chicago Partners Investment Group
Illinois
$283K
KDA
148
Kraft Davis & Associates
Missouri
$283K
Jones Financial Companies
149
Jones Financial Companies
Missouri
$277K +$204K +1,545 +317%
FC
150
Forte Capital
New York
$275K -$7.13K -54 -3%