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First Trust Technology AlphaDEX Fund

192 hedge funds and large institutions have $1.56B invested in First Trust Technology AlphaDEX Fund in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

6% more funds holding

Funds holding: 181192 (+11)

5% more capital invested

Capital invested by funds: $1.49B → $1.56B (+$74.7M)

0.2% less ownership

Funds ownership: 71.71%71.52% (-0.2%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

30% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 79

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $385K

Holders
192
Holders Change
+11
Holders Change %
+6.08%
% of All Funds
3.87%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.16%
New
27
Increased
55
Reduced
79
Closed
14
Calls
Puts
$385K
Net Calls
-$385K
Net Calls Change
-$385K
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
176
Institutional & Family Asset Management
Colorado
$15K
GI
177
Gradient Investments
Minnesota
$14K
CAAS
178
Capital Asset Advisory Services
Michigan
$11K +$10.3K +117 New
BWM
179
BNC Wealth Management
Oregon
$11K +$10.4K +118 New
BWL
180
Bogart Wealth LLC
Virginia
$9K
LS
181
Leelyn Smith
Illinois
$6K
Qube Research & Technologies (QRT)
182
Qube Research & Technologies (QRT)
United Kingdom
$6K +$5.37K +61 New
HGWM
183
Harvest Group Wealth Management
Massachusetts
$4K
ACA
184
Aptus Capital Advisors
Alabama
$2K
EAM
185
Eukles Asset Management
Ohio
$2K
AA
186
Advisory Alpha
Michigan
$2K +$1.85K +21 New
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
$2K +$2.55K +29 New
Millennium Management
188
Millennium Management
New York
$1.02K +$988K +11,224 New
LFG
189
Larson Financial Group
Missouri
$1K +$176 +2 +20%
Koshinski Asset Management
190
Koshinski Asset Management
Illinois
$435 +$387K +4,400 New
WIM
191
Westside Investment Management
California
$52 -$5.28K -60 -9%
Jane Street
192
Jane Street
New York
-$1.03M -12,369 Closed
BRWA
193
B. Riley Wealth Advisors
Florida
-$503K -6,028 Closed
CWS
194
Cypress Wealth Services
California
-$373K -4,233 Closed
CCFM
195
Clear Creek Financial Management
Washington
-$347K -4,172 Closed
RIA
196
Regal Investment Advisors
Michigan
-$323K -3,868 Closed
CBFP
197
Cedar Brook Financial Partners
Ohio
-$227K -2,722 Closed
SCA
198
Snowden Capital Advisors
New York
-$201K -2,410 Closed
SL
199
Savior LLC
Massachusetts
-$163K -1,955 Closed
QCG
200
Quadrant Capital Group
Ohio
-$150K -1,794 Closed