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First Trust Technology AlphaDEX Fund

229 hedge funds and large institutions have $801M invested in First Trust Technology AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 87 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

3% more funds holding

Funds holding: 223229 (+6)

8.86% less ownership

Funds ownership: 67.35%58.49% (-8.9%)

11% less capital invested

Capital invested by funds: $898M → $801M (-$97.2M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

39% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 87

Holders
229
Holders Change
+6
Holders Change %
+2.69%
% of All Funds
3.3%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
24
Increased
53
Reduced
87
Closed
15
Calls
$688K
Puts
Net Calls
+$688K
Net Calls Change
+$688K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$254K -$81.7K -616 -25%
ARC
152
Advisor Resource Council
Texas
$250K +$259K +1,950 New
LRPA
153
L. Roy Papp & Associates
Arizona
$248K
P
154
&Partners
Tennessee
$244K +$240K +1,811 New
CAM
155
Cresset Asset Management
Illinois
$241K
CF
156
Convergence Financial
Missouri
$240K +$236K +1,780 New
Millennium Management
157
Millennium Management
New York
$236K +$232K +1,747 New
SAM
158
Secure Asset Management
Michigan
$232K +$663 +5 +0.3%
OIA
159
OneDigital Investment Advisors
Kansas
$222K
WMA
160
Wealth Management Associates
New Jersey
$219K +$213K +1,608 New
RLWM
161
RF&L Wealth Management
Massachusetts
$219K
PTC
162
Private Trust Company
Ohio
$212K
OCPWS
163
One Charles Private Wealth Services
Massachusetts
$210K +$207K +1,557 New
AP
164
Americana Partners
Texas
$210K +$206K +1,554 New
QPW
165
Quantum Private Wealth
Florida
$202K -$199K -1,500 -50%
IPW
166
Impact Partnership Wealth
Georgia
$202K -$34.1K -257 -15%
KWM
167
Kingsview Wealth Management
Oregon
$200K +$197K +1,485 New
CFGS
168
Concourse Financial Group Securities
Alabama
$195K -$26.5K -200 -12%
Bessemer Group
169
Bessemer Group
New Jersey
$183K -$99.5K -750 -36%
DWA
170
Delos Wealth Advisors
Texas
$169K
IF
171
Integrity Financial
Wyoming
$156K
PS
172
Principal Securities
Iowa
$149K -$2.65K -20 -2%
AP
173
Atwood & Palmer
Missouri
$145K
SS
174
Sunbelt Securities
Texas
$135K
BBHC
175
Brown Brothers Harriman & Co
New York
$135K