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First Trust Technology AlphaDEX Fund

231 hedge funds and large institutions have $685M invested in First Trust Technology AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 95 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.1% less ownership

Funds ownership: 58.91%57.81% (-1.1%)

11% less funds holding

Funds holding: 260231 (-29)

17% less capital invested

Capital invested by funds: $828M → $685M (-$143M)

61% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 95

62% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 34

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $661K

Holders
231
Holders Change
-29
Holders Change %
-11.15%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
13
Increased
37
Reduced
95
Closed
34
Calls
Puts
$661K
Net Calls
-$661K
Net Calls Change
+$4.55M
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
151
Destiny Wealth Partners
Florida
$262K
IFWM
152
Institute for Wealth Management
Colorado
$258K
CCB
153
Country Club Bank
Missouri
$257K
LRPA
154
L. Roy Papp & Associates
Arizona
$244K
PAS
155
Park Avenue Securities
New York
$242K -$21.2K -143 -7%
VCM
156
Virtue Capital Management
Tennessee
$242K -$6.55M -44,202 -96%
IF
157
Intrua Financial
Texas
$231K -$8K -54 -3%
TS
158
TradeWell Securities
Indiana
$228K
ASN
159
Advisory Services Network
Georgia
$223K
SF
160
Summit Financial
New Jersey
$221K -$877K -5,919 -78%
NAS
161
NWF Advisory Services
California
$218K +$244K +1,650 New
RLWM
162
RF&L Wealth Management
Massachusetts
$215K
FCP
163
Fidelis Capital Partners
Florida
$212K
PTC
164
Private Trust Company
Ohio
$208K
OCPWS
165
One Charles Private Wealth Services
Massachusetts
$206K
AP
166
Americana Partners
Texas
$206K
AF
167
Abound Financial
California
$206K
OIA
168
OneDigital Investment Advisors
Kansas
$205K +$230K +1,551 New
AG
169
AmeriFlex Group
Nevada
$191K -$164K -1,106 -43%
GWM
170
Geneos Wealth Management
Colorado
$185K +$126K +849 +155%
BTI
171
Blue Trust Inc
Georgia
$176K
PS
172
Principal Securities
Iowa
$158K
BBHC
173
Brown Brothers Harriman & Co
New York
$153K
IF
174
Integrity Financial
Wyoming
$153K
AP
175
Atwood & Palmer
Missouri
$126K -$7.41K -50 -5%