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First Trust Technology AlphaDEX Fund

196 hedge funds and large institutions have $573M invested in First Trust Technology AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $523M → $573M (+$50.4M)

6% more funds holding

Funds holding: 185196 (+11)

0.31% more ownership

Funds ownership: 56.09%56.41% (+0.31%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

31% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 75

Holders
196
Holders Change
+11
Holders Change %
+5.95%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
28
Increased
52
Reduced
75
Closed
16
Calls
$201K
Puts
Net Calls
+$201K
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
JAWM
151
J. Arnold Wealth Management
Ohio
$87.7K -$8.74M -94,811 -99%
GFPC
152
Global Financial Private Client
Florida
$78.2K
BTI
153
Blue Trust Inc
Georgia
$67K +$26.9K +292 +60%
Fidelity Investments
154
Fidelity Investments
Massachusetts
$60.2K -$8.58K -93 -12%
MA
155
MCF Advisors
Kentucky
$56.4K
William Blair & Company
156
William Blair & Company
Illinois
$56.3K
TRCT
157
Tower Research Capital (TRC)
New York
$54K -$721K -7,812 -93%
WT
158
Washington Trust
Rhode Island
$53.5K
Citigroup
159
Citigroup
New York
$51K -$195K -2,111 -79%
GWM
160
Geneos Wealth Management
Colorado
$49.3K -$1.84K -20 -4%
LFASL
161
Lugano Financial Advisors SA (LFA)
Switzerland
$48.5K
HNB
162
Huntington National Bank
Ohio
$46.1K
HCP
163
Hexagon Capital Partners
Arkansas
$41.1K
AWM
164
Align Wealth Management
Oklahoma
$39.7K +$42.2K +458 New
EWM
165
EPG Wealth Management
Georgia
$39K
CIAS
166
Capital Investment Advisory Services
North Carolina
$37K +$34K +369 +1,054%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$36.7K
CAL
168
Capital Analysts LLC
Pennsylvania
$34K -$20.7K -224 -38%
AssetMark Inc
169
AssetMark Inc
California
$28.8K +$2.67K +29 +10%
USCWA
170
U.S. Capital Wealth Advisors
Texas
$28.4K +$28.6K +310 New
SIC
171
Salem Investment Counselors
North Carolina
$27.5K
FWP
172
FAS Wealth Partners
Kansas
$26.6K +$26.8K +291 New
BWM
173
Baystate Wealth Management
Massachusetts
$24K +$92 +1 +0.4%
Simplex Trading
174
Simplex Trading
Illinois
$20K +$20.8K +225 New
BCMLT
175
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.1K