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First Trust Technology AlphaDEX Fund

199 hedge funds and large institutions have $587M invested in First Trust Technology AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

2% more funds holding

Funds holding: 196199 (+3)

2% more capital invested

Capital invested by funds: $573M → $587M (+$13.5M)

0.24% more ownership

Funds ownership: 56.41%56.65% (+0.24%)

43% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 79

Holders
199
Holders Change
+3
Holders Change %
+1.53%
% of All Funds
3.17%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
22
Increased
45
Reduced
79
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
151
Brown Brothers Harriman & Co
New York
$105K
SS
152
Sunbelt Securities
Texas
$103K +$101K +999 New
ONST
153
Old North State Trust
North Carolina
$101K
AWM
154
Accel Wealth Management
Iowa
$93.6K -$18.6K -184 -17%
GFPC
155
Global Financial Private Client
Florida
$89.5K
Fidelity Investments
156
Fidelity Investments
Massachusetts
$85.6K +$15.7K +156 +24%
AAS
157
Ameritas Advisory Services
Nebraska
$74.8K +$74.9K +742 New
TRCT
158
Tower Research Capital (TRC)
New York
$72K +$9.48K +94 +16%
BTI
159
Blue Trust Inc
Georgia
$71K
CFD
160
Creative Financial Designs
Indiana
$67.3K -$868K -8,601 -93%
MA
161
MCF Advisors
Kentucky
$64.8K
William Blair & Company
162
William Blair & Company
Illinois
$64.7K
WT
163
Washington Trust
Rhode Island
$61.4K
Citigroup
164
Citigroup
New York
$58.6K
LFASL
165
Lugano Financial Advisors SA (LFA)
Switzerland
$55.8K
HNB
166
Huntington National Bank
Ohio
$53K
HCP
167
Hexagon Capital Partners
Arkansas
$47.2K
EWM
168
EPG Wealth Management
Georgia
$44.9K +$101 +1 +0.2%
CIAS
169
Capital Investment Advisory Services
North Carolina
$42.5K
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$42.2K
CAL
171
Capital Analysts LLC
Pennsylvania
$39K
JAWM
172
J. Arnold Wealth Management
Ohio
$34.2K -$63.9K -633 -66%
WIM
173
Westside Investment Management
California
$31.6K
SIC
174
Salem Investment Counselors
North Carolina
$31.6K
FWP
175
FAS Wealth Partners
Kansas
$30.6K