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First Trust Technology AlphaDEX Fund

265 hedge funds and large institutions have $834M invested in First Trust Technology AlphaDEX Fund in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

2% more capital invested

Capital invested by funds: $820M → $834M (+$14.2M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

27% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 75

Holders
265
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$942K
Puts
$841K
Net Calls
Net Calls Change

Top Buyers

1 +$7.2M
2 +$5.39M
3 +$4.96M
4
LPL Financial
LPL Financial
California
+$3.7M
5
GS
GTS Securities
New York
+$3.68M

Top Sellers

1 -$6.58M
2 -$5.09M
3 -$3.34M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.31M
5
Bank of America
Bank of America
North Carolina
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
151
Institute for Wealth Management
Colorado
$328K
TSMHT
152
Thurston Springer Miller Herd & Titak
Indiana
$326K
TSS
153
Two Sigma Securities
New York
$320K
LRPA
154
L. Roy Papp & Associates
Arizona
$310K
SF
155
Summit Financial
New Jersey
$303K
CS
156
Capital Square
Tennessee
$300K
OC
157
Oppenheimer & Co
New York
$299K
NP
158
Nilsine Partners
Colorado
$293K
TS
159
TradeWell Securities
Indiana
$290K
Envestnet Portfolio Solutions
160
Envestnet Portfolio Solutions
Illinois
$279K
NAS
161
NWF Advisory Services
California
$278K
ASN
162
Advisory Services Network
Georgia
$276K
RLWM
163
RF&L Wealth Management
Massachusetts
$273K
KWA
164
Kingswood Wealth Advisors
California
$270K
AF
165
Apollon Financial
South Carolina
$267K
Cerity Partners
166
Cerity Partners
New York
$265K
WMA
167
Wealth Management Associates
New Jersey
$264K
FCP
168
Fidelis Capital Partners
Florida
$263K
OCPWS
169
One Charles Private Wealth Services
Massachusetts
$262K
AP
170
Americana Partners
Texas
$262K
OIA
171
OneDigital Investment Advisors
Kansas
$261K
WTC
172
WhitTier Trust Company
Nevada
$257K
RFG
173
REAP Financial Group
Texas
$255K
Betterment LLC
174
Betterment LLC
New York
$255K
CL
175
Choreo LLC
Illinois
$254K