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First Trust Technology AlphaDEX Fund

231 hedge funds and large institutions have $685M invested in First Trust Technology AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 95 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.1% less ownership

Funds ownership: 58.91%57.81% (-1.1%)

11% less funds holding

Funds holding: 260231 (-29)

17% less capital invested

Capital invested by funds: $828M → $685M (-$143M)

61% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 95

62% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 34

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $661K

Holders
231
Holders Change
-29
Holders Change %
-11.15%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
13
Increased
37
Reduced
95
Closed
34
Calls
Puts
$661K
Net Calls
-$661K
Net Calls Change
+$4.55M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
126
Truvestments Capital
Florida
$392K +$32.6K +220 +8%
AFP
127
Ausdal Financial Partners
Iowa
$380K -$73.9K -499 -15%
SIG
128
Sargent Investment Group
Maryland
$370K
NP
129
Nilsine Partners
Colorado
$368K -$112K -759 -21%
WFAG
130
Worth Financial Advisory Group
North Carolina
$360K -$11.9K -80 -3%
CWP
131
Cyndeo Wealth Partners
Florida
$349K
Betterment LLC
132
Betterment LLC
New York
$349K +$391K +2,639 New
QPWM
133
Quadrant Private Wealth Management
Pennsylvania
$342K
SEIA
134
Signature Estate & Investment Advisors
California
$340K -$593 -4 -0.2%
ONB
135
Old National Bancorp
Indiana
$333K
IFG
136
Independent Financial Group
California
$328K
SG
137
StoneX Group
New York
$314K +$889 +6 +0.3%
OC
138
Oppenheimer & Co
New York
$308K -$8.74K -59 -2%
GFG
139
Grantvest Financial Group
New Jersey
$291K -$33.9K -229 -9%
SPIA
140
Steward Partners Investment Advisory
New York
$290K -$70.7K -477 -18%
AWA
141
Arete Wealth Advisors
Illinois
$282K
DC
142
Davenport & Co
Virginia
$276K
ATC
143
Argent Trust Co
Tennessee
$275K
CWA
144
Capital Wealth Alliance
Arizona
$271K -$468K -3,159 -61%
RIS
145
Richmond Investment Services
Wisconsin
$271K
HA
146
HFG Advisors
Ohio
$269K
Belvedere Trading
147
Belvedere Trading
Illinois
$267K +$149K +1,005 +99%
Empower Advisory Group
148
Empower Advisory Group
Colorado
$266K
TFS
149
Thoroughbred Financial Services
Tennessee
$265K
KDA
150
Kraft Davis & Associates
Missouri
$262K