We are live on ! Find out more
FXL icon

First Trust Technology AlphaDEX Fund

185 hedge funds and large institutions have $523M invested in First Trust Technology AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.24% more ownership

Funds ownership: 55.85%56.09% (+0.24%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 188185 (-3)

11% less capital invested

Capital invested by funds: $585M → $523M (-$62M)

38% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 72

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
13
Increased
45
Reduced
72
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
151
Washington Trust
Rhode Island
$51K
GWM
152
Geneos Wealth Management
Colorado
$48K -$75.4K -762 -58%
BTI
153
Blue Trust Inc
Georgia
$46K
LFASL
154
Lugano Financial Advisors SA (LFA)
Switzerland
$46K
HNB
155
Huntington National Bank
Ohio
$44K
HCP
156
Hexagon Capital Partners
Arkansas
$39K
EWM
157
EPG Wealth Management
Georgia
$37K +$42.2K +426 New
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$35K -$4.85K -49 -11%
ODG
159
O'Dell Group
Ohio
$26K -$136K -1,379 -82%
SIC
160
Salem Investment Counselors
North Carolina
$26K
AssetMark Inc
161
AssetMark Inc
California
$25K -$15.3K -155 -35%
AF
162
Allworth Financial
California
$24K
BWM
163
Baystate Wealth Management
Massachusetts
$23K
MA
164
MUFG Americas
New York
$22K
BCMLT
165
Beacon Capital Management LLC (Tennessee)
Tennessee
$18K
ADL
166
Asset Dedication LLC
California
$17K
SPWG
167
Sage Private Wealth Group
Illinois
$15K
HPC
168
HM Payson & Co
Maine
$14K
RIA
169
Realta Investment Advisors
Delaware
$12K +$13.3K +134 New
LFA
170
Legend Financial Advisors
Pennsylvania
$11.5K +$13.2K +133 New
WA
171
Win Advisors
Florida
$10K
BWL
172
Bogart Wealth LLC
Virginia
$9K
TFA
173
Transamerica Financial Advisors
Florida
$8K -$7.32K -74 -44%
IFAM
174
Institutional & Family Asset Management
Colorado
$7K
ACA
175
Aptus Capital Advisors
Alabama
$6K +$4.65K +47 +204%