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First Trust Technology AlphaDEX Fund

181 hedge funds and large institutions have $1.49B invested in First Trust Technology AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

28% more capital invested

Capital invested by funds: $1.16B → $1.49B (+$324M)

0.16% more ownership

Funds ownership: 71.55%71.71% (+0.16%)

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

2% less funds holding

Funds holding: 185181 (-4)

65% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 94

Holders
181
Holders Change
-4
Holders Change %
-2.16%
% of All Funds
3.71%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.23%
New
29
Increased
33
Reduced
94
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
151
Capital Investment Advisory Services
North Carolina
$65K -$21.8K -300 -28%
Fidelity Investments
152
Fidelity Investments
Massachusetts
$53K -$51.5K -708 -53%
William Blair & Company
153
William Blair & Company
Illinois
$51K
FANJ
154
Financial Architects (New Jersey)
New Jersey
$49K +$3.49K +48 +9%
FHA
155
Flagship Harbor Advisors
Massachusetts
$48K -$8.81K -121 -17%
AF
156
Allworth Financial
California
$48K
BHWM
157
Bay Harbor Wealth Management
Maryland
$42K -$50.7K -697 -58%
GEA
158
Glen Eagle Advisors
New Jersey
$41.6K
PCM
159
Penserra Capital Management
California
$34K +$30.3K +416 New
LFG
160
LifePlan Financial Group
Ohio
$29K
SIC
161
Salem Investment Counselors
North Carolina
$29K
AP
162
Advisors Preferred
Maryland
$27K +$23.1K +318 New
OPS
163
Orion Portfolio Solutions
Nebraska
$26K -$5.89K -81 -21%
APWM
164
Atlas Private Wealth Management
New York
$23K
BWM
165
Baystate Wealth Management
Massachusetts
$22K -$73 -1 -0.4%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$21K
CAC
167
Certified Advisory Corp
Florida
$18K
GWMIA
168
Global Wealth Management Investment Advisory
Florida
$17K
IFAM
169
Institutional & Family Asset Management
Colorado
$14K
HPC
170
HM Payson & Co
Maine
$14K +$12.1K +166 New
GI
171
Gradient Investments
Minnesota
$13K -$33.7K -463 -74%
ADL
172
Asset Dedication LLC
California
$11K +$9.31K +128 New
BWL
173
Bogart Wealth LLC
Virginia
$8K -$14.6K -200 -67%
LS
174
Leelyn Smith
Illinois
$6K -$258K -3,545 -98%
HGWM
175
Harvest Group Wealth Management
Massachusetts
$3K