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First Trust Technology AlphaDEX Fund

203 hedge funds and large institutions have $1.83B invested in First Trust Technology AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 78 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.73B → $1.83B (+$95.5M)

0.87% less ownership

Funds ownership: 70.88%70.01% (-0.87%)

6% less funds holding

Funds holding: 215203 (-12)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

27% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 78

35% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 31

Holders
203
Holders Change
-12
Holders Change %
-5.58%
% of All Funds
3.53%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
20
Increased
57
Reduced
78
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFF
151
Level Four Financial
Texas
$240K -$17.8K -150 -7%
SS
152
Sunbelt Securities
Texas
$232K
MAS
153
Madden Advisory Services
Florida
$228K
Comerica Bank
154
Comerica Bank
Texas
$224K -$85K -715 -28%
CPIG
155
Chicago Partners Investment Group
Illinois
$219K
GLA
156
Good Life Advisors
Pennsylvania
$207K -$57.6K -485 -23%
DC
157
Davenport & Co
Virginia
$205K +$196K +1,648 New
ERWM
158
Elk River Wealth Management
Colorado
$203K +$194K +1,636 New
WAM
159
WealthTrust Asset Management
Florida
$202K +$194K +1,630 New
HWMA
160
Heritage Wealth Management (Arizona)
Arizona
$179K -$5.82K -49 -3%
DWA
161
Delos Wealth Advisors
Texas
$168K +$161K +1,353 New
SFPG
162
Stonebridge Financial Planning Group
Florida
$150K
FFA
163
Founders Financial Alliance
North Carolina
$146K -$11.5K -97 -8%
BWA
164
BDO Wealth Advisors
Florida
$135K
ONST
165
Old North State Trust
North Carolina
$120K
GRP
166
Global Retirement Partners
California
$115K
CAL
167
Capital Analysts LLC
Pennsylvania
$114K -$53.5K -450 -33%
Fidelity Investments
168
Fidelity Investments
Massachusetts
$110K -$1.31K -11 -1%
GFPC
169
Global Financial Private Client
Florida
$106K
GI
170
Gradient Investments
Minnesota
$94K +$77K +648 +606%
William Blair & Company
171
William Blair & Company
Illinois
$93K
WP
172
WealthShield Partners
North Carolina
$81K
WT
173
Washington Trust
Rhode Island
$77K +$4.04K +34 +6%
MA
174
MCF Advisors
Kentucky
$76K
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$73K -$12.7K -107 -15%