We are live on ! Find out more
FXL icon

First Trust Technology AlphaDEX Fund

196 hedge funds and large institutions have $573M invested in First Trust Technology AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $523M → $573M (+$50.4M)

6% more funds holding

Funds holding: 185196 (+11)

0.31% more ownership

Funds ownership: 56.09%56.41% (+0.31%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

31% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 75

Holders
196
Holders Change
+11
Holders Change %
+5.95%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
28
Increased
52
Reduced
75
Closed
16
Calls
$201K
Puts
Net Calls
+$201K
Net Calls Change
+$201K
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
176
Asset Dedication LLC
California
$18K
Qube Research & Technologies (QRT)
177
Qube Research & Technologies (QRT)
United Kingdom
$16.8K -$41.1K -446 -71%
HPC
178
HM Payson & Co
Maine
$15.2K
RIA
179
Realta Investment Advisors
Delaware
$12.3K
LFA
180
Legend Financial Advisors
Pennsylvania
$12.2K
AF
181
Allworth Financial
California
$11.5K -$14.1K -153 -55%
CAS
182
Coppell Advisory Solutions
Texas
$9.61K +$9.69K +105 New
CASC
183
Coppell Advisory Solutions Corp
Texas
$9.61K +$9.69K +105 New
BWL
184
Bogart Wealth LLC
Virginia
$9.15K
TFA
185
Transamerica Financial Advisors
Florida
$9K
IFAM
186
Institutional & Family Asset Management
Colorado
$7.32K
SC
187
SouthState Corp
Florida
$6.96K +$7.01K +76 New
ACA
188
Aptus Capital Advisors
Alabama
$6.68K +$277 +3 +4%
BAM
189
Belpointe Asset Management
Nevada
$4.94K +$4.98K +54 New
APC
190
Aspire Private Capital
North Carolina
$4.3K
CWM
191
CarsonAllaria Wealth Management
Illinois
$4K
TWC
192
TD Waterhouse Canada
Ontario, Canada
$2.29K
GWANC
193
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.11K
EAM
194
Eukles Asset Management
Ohio
$2K
PAG
195
Private Advisor Group
New Jersey
$1.22K -$251K -2,724 -17%
WA
196
Win Advisors
Florida
$1.1K -$9.87K -107 -90%
WIM
197
Westside Investment Management
California
$27 -$4.61K -50 -14%
GA
198
Gateway Advisory
New Jersey
-$2.94M -33,863 Closed
FAM
199
Flaharty Asset Management
Florida
-$730K -8,414 Closed
OIA
200
OneDigital Investment Advisors
Kansas
-$362K -4,170 Closed