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First Trust Technology AlphaDEX Fund

226 hedge funds and large institutions have $1.21B invested in First Trust Technology AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 42 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

8% more funds holding

Funds holding: 210226 (+16)

8.96% less ownership

Funds ownership: 70.16%61.2% (-9%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

35% less capital invested

Capital invested by funds: $1.85B → $1.21B (-$640M)

56% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 95

Holders
226
Holders Change
+16
Holders Change %
+7.62%
% of All Funds
3.48%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
43
Increased
42
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
176
Founders Financial Alliance
North Carolina
$171K +$2.23K +17 +1%
DWA
177
Delos Wealth Advisors
Texas
$166K
BWA
178
BDO Wealth Advisors
Florida
$144K
SFPG
179
Stonebridge Financial Planning Group
Florida
$136K
EWM
180
EPG Wealth Management
Georgia
$127K +$131 +1 +0.1%
ONST
181
Old North State Trust
North Carolina
$127K +$126K +964 New
GFPC
182
Global Financial Private Client
Florida
$113K
Fidelity Investments
183
Fidelity Investments
Massachusetts
$105K -$2.1K -16 -2%
William Blair & Company
184
William Blair & Company
Illinois
$94K
CAL
185
Capital Analysts LLC
Pennsylvania
$91K -$13.1K -100 -13%
SCA
186
Snowden Capital Advisors
New York
$81K +$81.1K +619 New
WT
187
Washington Trust
Rhode Island
$77K
AF
188
Allworth Financial
California
$76K +$131 +1 +0.2%
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$73K -$4.85K -37 -6%
AIM
190
Anchor Investment Management
South Carolina
$70.6K +$70.1K +535 New
LFASL
191
Lugano Financial Advisors SA (LFA)
Switzerland
$70K
HCP
192
Hexagon Capital Partners
Arkansas
$59K
AssetMark Inc
193
AssetMark Inc
California
$55K -$5.63K -43 -9%
JP Morgan Chase
194
JP Morgan Chase
New York
$44K -$3.26M -24,881 -99%
FPWM
195
FSB Premier Wealth Management
Iowa
$43K +$43K +328 New
Koshinski Asset Management
196
Koshinski Asset Management
Illinois
$42.9K -$5.24K -40 -11%
SIC
197
Salem Investment Counselors
North Carolina
$40K
GEA
198
Glen Eagle Advisors
New Jersey
$39.5K -$32.7K -250 -46%
FWP
199
FAS Wealth Partners
Kansas
$38K
BWM
200
Baystate Wealth Management
Massachusetts
$35K