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First Trust Technology AlphaDEX Fund

235 hedge funds and large institutions have $776M invested in First Trust Technology AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0% more funds holding

Funds holding: 235235 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.62% less ownership

Funds ownership: 58.05%57.43% (-0.62%)

1% less capital invested

Capital invested by funds: $784M → $776M (-$8.75M)

11% less call options, than puts

Call options by funds: $860K | Put options by funds: $971K

35% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 82

Holders
235
Holders Change
Holders Change %
0%
% of All Funds
3.37%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
53
Reduced
82
Closed
19
Calls
$860K
Puts
$971K
Net Calls
-$111K
Net Calls Change
+$175K
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
151
Destiny Wealth Partners
Florida
$275K -$29K -216 -10%
RJT
152
Raymond James Trust
Florida
$271K
CCB
153
Country Club Bank
Missouri
$267K
ARC
154
Advisor Resource Council
Texas
$262K +$253K +1,888 New
LRPA
155
L. Roy Papp & Associates
Arizona
$256K
IF
156
Intrua Financial
Texas
$249K -$9.4K -70 -4%
TC
157
TownSquare Capital
Utah
$243K -$13.4K -100 -5%
SAM
158
Secure Asset Management
Michigan
$239K
Corient Private Wealth
159
Corient Private Wealth
Florida
$232K -$144K -1,069 -39%
RLWM
160
RF&L Wealth Management
Massachusetts
$225K
FCP
161
Fidelis Capital Partners
Florida
$219K +$210K +1,564 New
PAS
162
Park Avenue Securities
New York
$218K -$99.9K -744 -32%
PTC
163
Private Trust Company
Ohio
$218K
OCPWS
164
One Charles Private Wealth Services
Massachusetts
$216K
AP
165
Americana Partners
Texas
$215K
WMA
166
Wealth Management Associates
New Jersey
$213K -$9.8K -73 -5%
KWM
167
Kingsview Wealth Management
Oregon
$209K +$2.55K +19 +1%
IPW
168
Impact Partnership Wealth
Georgia
$208K
QPW
169
Quantum Private Wealth
Florida
$208K
CWS
170
Cypress Wealth Services
California
$202K +$195K +1,456 New
CFGS
171
Concourse Financial Group Securities
Alabama
$186K -$13.4K -100 -7%
DWA
172
Delos Wealth Advisors
Texas
$174K
Bessemer Group
173
Bessemer Group
New Jersey
$172K
IF
174
Integrity Financial
Wyoming
$160K
PS
175
Principal Securities
Iowa
$154K