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First Trust Technology AlphaDEX Fund

203 hedge funds and large institutions have $1.83B invested in First Trust Technology AlphaDEX Fund in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 78 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.73B → $1.83B (+$95.5M)

0.87% less ownership

Funds ownership: 70.88%70.01% (-0.87%)

6% less funds holding

Funds holding: 215203 (-12)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

27% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 78

35% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 31

Holders
203
Holders Change
-12
Holders Change %
-5.58%
% of All Funds
3.53%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
20
Increased
57
Reduced
78
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Allworth Financial
California
$71K
ADL
177
Asset Dedication LLC
California
$71K +$8.91K +75 +15%
GEA
178
Glen Eagle Advisors
New Jersey
$68.2K
LFASL
179
Lugano Financial Advisors SA (LFA)
Switzerland
$66K
AssetMark Inc
180
AssetMark Inc
California
$63K +$119 +1 +0.2%
TFA
181
Transamerica Financial Advisors
Florida
$62K -$12.7K -107 -18%
HCP
182
Hexagon Capital Partners
Arkansas
$56K
SIC
183
Salem Investment Counselors
North Carolina
$43K
TRCT
184
Tower Research Capital (TRC)
New York
$40K -$1.76M -14,778 -98%
CIAS
185
Capital Investment Advisory Services
North Carolina
$40K -$11.9K -100 -24%
DWMG
186
DB Wealth Management Group
California
$39K
BU
187
BBVA USA
Alabama
$34K +$32.1K +270 New
BWM
188
Baystate Wealth Management
Massachusetts
$33K
SPWG
189
Sage Private Wealth Group
Illinois
$22K
HPC
190
HM Payson & Co
Maine
$21K
CAAS
191
Capital Asset Advisory Services
Michigan
$15K
BWL
192
Bogart Wealth LLC
Virginia
$12K
CWP
193
Concord Wealth Partners
Virginia
$12K
GTAM
194
Global Trust Asset Management
Florida
$12K
IFAM
195
Institutional & Family Asset Management
Colorado
$10K
CI
196
CX Institutional
Indiana
$10K +$9.51K +80 New
LS
197
Leelyn Smith
Illinois
$9K
APC
198
Aspire Private Capital
North Carolina
$6K -$55.5K -467 -91%
ACA
199
Aptus Capital Advisors
Alabama
$3K
AA
200
AlphaMark Advisors
Kentucky
$3K +$2.62K +22 New