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First Trust Technology AlphaDEX Fund

210 hedge funds and large institutions have $1.85B invested in First Trust Technology AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 75 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

3% more funds holding

Funds holding: 203210 (+7)

2% more capital invested

Capital invested by funds: $1.83B → $1.85B (+$29.3M)

0.16% more ownership

Funds ownership: 70.01%70.16% (+0.16%)

13% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 75

Holders
210
Holders Change
+7
Holders Change %
+3.45%
% of All Funds
3.68%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
18
Increased
65
Reduced
75
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
151
Chicago Partners Investment Group
Illinois
$238K
CCT
152
Country Club Trust
Missouri
$238K
SS
153
Sunbelt Securities
Texas
$232K
Creative Planning
154
Creative Planning
Kansas
$229K -$69.5K -553 -23%
MAS
155
Madden Advisory Services
Florida
$212K -$13.7K -109 -6%
Renaissance Technologies
156
Renaissance Technologies
New York
$209K -$37.7K -300 -15%
GLA
157
Good Life Advisors
Pennsylvania
$205K
MAG
158
MRA Advisory Group
New Jersey
$203K +$208K +1,652 New
DC
159
Davenport & Co
Virginia
$201K -$1.88K -15 -0.9%
ERWM
160
Elk River Wealth Management
Colorado
$201K
WAM
161
WealthTrust Asset Management
Florida
$200K
HWMA
162
Heritage Wealth Management (Arizona)
Arizona
$178K +$754 +6 +0.4%
SFPG
163
Stonebridge Financial Planning Group
Florida
$162K
FFA
164
Founders Financial Alliance
North Carolina
$157K +$12.7K +101 +9%
DWA
165
Delos Wealth Advisors
Texas
$154K -$12.4K -99 -7%
BWA
166
BDO Wealth Advisors
Florida
$134K
GRP
167
Global Retirement Partners
California
$118K +$3.77K +30 +3%
EWM
168
EPG Wealth Management
Georgia
$118K +$120K +957 New
GFPC
169
Global Financial Private Client
Florida
$106K
Fidelity Investments
170
Fidelity Investments
Massachusetts
$100K -$9.29K -74 -8%
CAL
171
Capital Analysts LLC
Pennsylvania
$97K -$15.7K -125 -14%
William Blair & Company
172
William Blair & Company
Illinois
$88K -$4.52K -36 -5%
MA
173
MCF Advisors
Kentucky
$76K
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$73K
WT
175
Washington Trust
Rhode Island
$72K -$4.27K -34 -6%