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First Trust Technology AlphaDEX Fund

226 hedge funds and large institutions have $1.21B invested in First Trust Technology AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 42 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

8% more funds holding

Funds holding: 210226 (+16)

8.96% less ownership

Funds ownership: 70.16%61.2% (-9%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

35% less capital invested

Capital invested by funds: $1.85B → $1.21B (-$640M)

56% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 95

Holders
226
Holders Change
+16
Holders Change %
+7.62%
% of All Funds
3.48%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
43
Increased
42
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$290K +$43.6K +333 +18%
Citigroup
152
Citigroup
New York
$279K
IFWM
153
Institute for Wealth Management
Colorado
$277K
WI
154
Wintrust Investments
Illinois
$276K +$18.1K +138 +7%
OHWP
155
Oak Harbor Wealth Partners
North Carolina
$264K +$262K +2,000 New
KA
156
Kovack Advisors
Florida
$260K -$156K -1,191 -38%
CCT
157
Country Club Trust
Missouri
$256K
FLC
158
Fifth Lane Capital
Texas
$249K +$247K +1,883 New
MCC
159
Money Concepts Capital
Florida
$244K +$242K +1,849 New
NC
160
NewSquare Capital
Pennsylvania
$237K -$24M -183,158 -99%
JMPWA
161
JP Morgan Private Wealth Advisors
California
$224K +$222K +1,696 New
MW
162
Marks Wealth
Maryland
$222K -$170K -1,295 -44%
DC
163
Davenport & Co
Virginia
$216K
ERWM
164
Elk River Wealth Management
Colorado
$216K
WAM
165
WealthTrust Asset Management
Florida
$215K
BWA
166
Blodgett Wealth Advisors
California
$210K +$209K +1,592 New
FC
167
Forte Capital
New York
$207K +$205K +1,565 New
GLA
168
Good Life Advisors
Pennsylvania
$205K -$14.9K -114 -7%
Comerica Bank
169
Comerica Bank
Texas
$205K
CPIG
170
Chicago Partners Investment Group
Illinois
$203K
CIA
171
Compass Ion Advisors
Pennsylvania
$203K +$202K +1,540 New
WWM
172
Western Wealth Management
Colorado
$203K +$202K +1,544 New
SC
173
Scotia Capital
Ontario, Canada
$202K +$200K +1,527 New
EH
174
Equitable Holdings
New York
$201K +$199K +1,523 New
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$194K -$2.58M -19,684 -93%