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First Trust Technology AlphaDEX Fund

185 hedge funds and large institutions have $523M invested in First Trust Technology AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.24% more ownership

Funds ownership: 55.85%56.09% (+0.24%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 188185 (-3)

11% less capital invested

Capital invested by funds: $585M → $523M (-$62M)

38% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 72

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
13
Increased
45
Reduced
72
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APC
176
Aspire Private Capital
North Carolina
$4K
CWM
177
CarsonAllaria Wealth Management
Illinois
$4K
JP Morgan Chase
178
JP Morgan Chase
New York
$4K
CIAS
179
Capital Investment Advisory Services
North Carolina
$3K
TWC
180
TD Waterhouse Canada
Ontario, Canada
$2.24K
EAM
181
Eukles Asset Management
Ohio
$2K
GWANC
182
Guardian Wealth Advisors (North Carolina)
North Carolina
$2K
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$2K
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$385 +$154K +1,556 +62%
MOS
185
MGO One Seven
Ohio
$248
WIM
186
Westside Investment Management
California
$30
CI
187
CX Institutional
Indiana
-$1.37M -14,593 Closed
AI
188
Atria Investments
North Carolina
-$1.29M -13,750 Closed
FTUS
189
Flow Traders U.S.
New York
-$1.14M -12,116 Closed
OMC
190
Old Mission Capital
Illinois
-$713K -7,578 Closed
SG
191
StoneX Group
New York
-$460K -4,889 Closed
AWM
192
Axxcess Wealth Management
California
-$288K -3,063 Closed
ACM
193
Advisors Capital Management
New Jersey
-$248K -2,635 Closed
FHC
194
First Heartland Consultants
Missouri
-$230K -2,449 Closed
ARC
195
Advisor Resource Council
Texas
-$214K -2,273 Closed
FFN
196
Focus Financial Network
Minnesota
-$214K -2,270 Closed
LRPA
197
L. Roy Papp & Associates
Arizona
-$211K -2,243 Closed
MCC
198
Money Concepts Capital
Florida
-$168K -1,788 Closed
FWP
199
FAS Wealth Partners
Kansas
-$27K -291 Closed
CWP
200
Concord Wealth Partners
Virginia
-$9K -100 Closed