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First Trust Technology AlphaDEX Fund

188 hedge funds and large institutions have $585M invested in First Trust Technology AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.83% less ownership

Funds ownership: 57.68%55.85% (-1.8%)

8% less funds holding

Funds holding: 205188 (-17)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

27% less capital invested

Capital invested by funds: $806M → $585M (-$221M)

54% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 89

58% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 26

Holders
188
Holders Change
-17
Holders Change %
-8.29%
% of All Funds
3.17%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
11
Increased
41
Reduced
89
Closed
26
Calls
$254K
Puts
Net Calls
+$254K
Net Calls Change
+$254K
Name Holding Trade Value Shares
Change
Change in
Stake
FEG
151
Financial Enhancement Group
Indiana
$67K -$19.8K -192 -21%
CAL
152
Capital Analysts LLC
Pennsylvania
$66K
MA
153
MCF Advisors
Kentucky
$58K
William Blair & Company
154
William Blair & Company
Illinois
$58K
BTI
155
Blue Trust Inc
Georgia
$56K +$49.9K +484 New
WT
156
Washington Trust
Rhode Island
$55K
LFASL
157
Lugano Financial Advisors SA (LFA)
Switzerland
$49K -$168K -1,630 -75%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$42K -$10.8K -105 -19%
HCP
159
Hexagon Capital Partners
Arkansas
$42K
AssetMark Inc
160
AssetMark Inc
California
$42K +$1.24K +12 +3%
SIC
161
Salem Investment Counselors
North Carolina
$28K
FWP
162
FAS Wealth Partners
Kansas
$27K
AF
163
Allworth Financial
California
$26K -$30.5K -296 -52%
BWM
164
Baystate Wealth Management
Massachusetts
$25K
JAWM
165
J. Arnold Wealth Management
Ohio
$24K
BCMLT
166
Beacon Capital Management LLC (Tennessee)
Tennessee
$23K
MA
167
MUFG Americas
New York
$23K
ADL
168
Asset Dedication LLC
California
$19K
SPWG
169
Sage Private Wealth Group
Illinois
$17K +$103 +1 +0.6%
HPC
170
HM Payson & Co
Maine
$16K
TFA
171
Transamerica Financial Advisors
Florida
$16K +$17.2K +167 New
WA
172
Win Advisors
Florida
$11K -$17.3M -167,986 -100%
BWL
173
Bogart Wealth LLC
Virginia
$9K
CWP
174
Concord Wealth Partners
Virginia
$9K
IFAM
175
Institutional & Family Asset Management
Colorado
$8K