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First Trust Technology AlphaDEX Fund

210 hedge funds and large institutions have $1.85B invested in First Trust Technology AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 75 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

3% more funds holding

Funds holding: 203210 (+7)

2% more capital invested

Capital invested by funds: $1.83B → $1.85B (+$29.3M)

0.16% more ownership

Funds ownership: 70.01%70.16% (+0.16%)

13% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 75

Holders
210
Holders Change
+7
Holders Change %
+3.45%
% of All Funds
3.68%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
18
Increased
65
Reduced
75
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
176
Asset Dedication LLC
California
$72K +$1K +8 +1%
AF
177
Allworth Financial
California
$70K
GEA
178
Glen Eagle Advisors
New Jersey
$67.5K
LFASL
179
Lugano Financial Advisors SA (LFA)
Switzerland
$65K
TFA
180
Transamerica Financial Advisors
Florida
$60K -$1.76K -14 -3%
AssetMark Inc
181
AssetMark Inc
California
$57K -$5.78K -46 -9%
HCP
182
Hexagon Capital Partners
Arkansas
$55K
Koshinski Asset Management
183
Koshinski Asset Management
Illinois
$44.8K +$45.8K +365 New
SIC
184
Salem Investment Counselors
North Carolina
$37K -$6.03K -48 -14%
FWP
185
FAS Wealth Partners
Kansas
$36K +$36.4K +290 New
First Manhattan
186
First Manhattan
New York
$36K +$37.7K +300 New
BU
187
BBVA USA
Alabama
$33K
BWM
188
Baystate Wealth Management
Massachusetts
$32K +$126 +1 +0.4%
DWMG
189
DB Wealth Management Group
California
$30K -$8.79K -70 -22%
SPWG
190
Sage Private Wealth Group
Illinois
$22K
HPC
191
HM Payson & Co
Maine
$20K
CAAS
192
Capital Asset Advisory Services
Michigan
$14K
BWL
193
Bogart Wealth LLC
Virginia
$12K
CWP
194
Concord Wealth Partners
Virginia
$12K
GTAM
195
Global Trust Asset Management
Florida
$12K
IWA
196
IBEX Wealth Advisors
New Jersey
$12K +$12.2K +97 New
TCWM
197
Total Clarity Wealth Management
Illinois
$11K +$10.9K +87 New
IFAM
198
Institutional & Family Asset Management
Colorado
$10K
GKWIM
199
Gerber Kawasaki Wealth & Investment Management
California
$10K +$10.7K +85 New
LS
200
Leelyn Smith
Illinois
$8K