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First Trust Technology AlphaDEX Fund

192 hedge funds and large institutions have $1.56B invested in First Trust Technology AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

6% more funds holding

Funds holding: 181192 (+11)

5% more capital invested

Capital invested by funds: $1.49B → $1.56B (+$74.7M)

0.2% less ownership

Funds ownership: 71.71%71.52% (-0.2%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

30% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 79

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $385K

Holders
192
Holders Change
+11
Holders Change %
+6.08%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.16%
New
27
Increased
55
Reduced
79
Closed
14
Calls
Puts
$385K
Net Calls
-$385K
Net Calls Change
-$385K
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
151
Valeo Financial Advisors
Indiana
$84K
ADL
152
Asset Dedication LLC
California
$84K +$68.2K +775 +605%
APC
153
Aspire Private Capital
North Carolina
$82K -$22.5K -256 -22%
GFPC
154
Global Financial Private Client
Florida
$79.1K -$6.16K -70 -8%
CSPIA
155
Cary Street Partners Investment Advisory
Virginia
$65K +$63.1K +717 New
Fidelity Investments
156
Fidelity Investments
Massachusetts
$62K +$4.49K +51 +8%
WP
157
WealthShield Partners
North Carolina
$59K +$57.4K +652 New
AssetMark Inc
158
AssetMark Inc
California
$59K +$57.6K +654 New
William Blair & Company
159
William Blair & Company
Illinois
$56K
AF
160
Allworth Financial
California
$52K
CIAS
161
Capital Investment Advisory Services
North Carolina
$51K -$18.9K -215 -28%
GEA
162
Glen Eagle Advisors
New Jersey
$47.6K +$2.2K +25 +5%
PA
163
Parallel Advisors
California
$45K +$44K +500 New
FHA
164
Flagship Harbor Advisors
Massachusetts
$40K -$11.4K -130 -22%
HCP
165
Hexagon Capital Partners
Arkansas
$40K +$39.5K +449 New
SIC
166
Salem Investment Counselors
North Carolina
$32K
LFG
167
LifePlan Financial Group
Ohio
$31K
GTAM
168
Global Trust Asset Management
Florida
$28K +$26.4K +300 New
HPC
169
HM Payson & Co
Maine
$27K +$11.4K +130 +78%
APWM
170
Atlas Private Wealth Management
New York
$25K
BWM
171
Baystate Wealth Management
Massachusetts
$24K +$88 +1 +0.4%
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$23K
AP
173
Advisors Preferred
Maryland
$21K -$7.92K -90 -28%
BHWM
174
Bay Harbor Wealth Management
Maryland
$19K -$26K -295 -59%
GWMIA
175
Global Wealth Management Investment Advisory
Florida
$19K