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First Trust Technology AlphaDEX Fund

235 hedge funds and large institutions have $776M invested in First Trust Technology AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0% more funds holding

Funds holding: 235235 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.62% less ownership

Funds ownership: 58.05%57.43% (-0.62%)

1% less capital invested

Capital invested by funds: $784M → $776M (-$8.75M)

11% less call options, than puts

Call options by funds: $860K | Put options by funds: $971K

35% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 82

Holders
235
Holders Change
Holders Change %
0%
% of All Funds
3.37%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
53
Reduced
82
Closed
19
Calls
$860K
Puts
$971K
Net Calls
-$111K
Net Calls Change
+$175K
Name Holding Trade Value Shares
Change
Change in
Stake
P
126
&Partners
Tennessee
$371K +$97.7K +728 +37%
SIG
127
Sargent Investment Group
Maryland
$371K
NAS
128
NWF Advisory Services
California
$367K
CWP
129
Cyndeo Wealth Partners
Florida
$366K
QPWM
130
Quadrant Private Wealth Management
Pennsylvania
$359K
SEIA
131
Signature Estate & Investment Advisors
California
$357K
IFG
132
Independent Financial Group
California
$354K +$17.6K +131 +5%
ONB
133
Old National Bancorp
Indiana
$349K
GRP
134
Global Retirement Partners
California
$346K +$44.3K +330 +15%
ASN
135
Advisory Services Network
Georgia
$334K
Belvedere Trading
136
Belvedere Trading
Illinois
$330K -$15.8K -118 -5%
NP
137
Nilsine Partners
Colorado
$326K
SG
138
StoneX Group
New York
$326K -$537 -4 -0.2%
OC
139
Oppenheimer & Co
New York
$326K -$2.15K -16 -0.7%
SWA
140
Stratos Wealth Advisors
Ohio
$300K +$87.3K +650 +43%
CPIG
141
Chicago Partners Investment Group
Illinois
$300K
HA
142
HFG Advisors
Ohio
$297K -$65.1K -485 -18%
KDA
143
Kraft Davis & Associates
Missouri
$296K
AWA
144
Arete Wealth Advisors
Illinois
$291K
DC
145
Davenport & Co
Virginia
$289K -$51.3K -382 -15%
ATC
146
Argent Trust Co
Tennessee
$289K
AR
147
Apeiron RIA
Texas
$284K -$26.3K -196 -9%
Empower Advisory Group
148
Empower Advisory Group
Colorado
$279K
TFS
149
Thoroughbred Financial Services
Tennessee
$278K +$134 +1 +0%
IFWM
150
Institute for Wealth Management
Colorado
$277K