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First Trust Technology AlphaDEX Fund

199 hedge funds and large institutions have $587M invested in First Trust Technology AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

2% more funds holding

Funds holding: 196199 (+3)

2% more capital invested

Capital invested by funds: $573M → $587M (+$13.5M)

0.24% more ownership

Funds ownership: 56.41%56.65% (+0.24%)

43% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 79

Holders
199
Holders Change
+3
Holders Change %
+1.53%
% of All Funds
3.17%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
22
Increased
45
Reduced
79
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
176
AssetMark Inc
California
$28.4K -$4.54K -45 -14%
BWM
177
Baystate Wealth Management
Massachusetts
$27.7K
CIA
178
Cape Investment Advisory
Georgia
$26.5K +$25.4K +252 New
Qube Research & Technologies (QRT)
179
Qube Research & Technologies (QRT)
United Kingdom
$26K +$6.36K +63 +34%
ADL
180
Asset Dedication LLC
California
$21K
BCMLT
181
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.8K
TAM
182
Tucker Asset Management
Colorado
$19K +$18.3K +181 New
HPC
183
HM Payson & Co
Maine
$17.5K
AWA
184
Arete Wealth Advisors
Illinois
$16K +$151K +1,500 +13%
LFA
185
Legend Financial Advisors
Pennsylvania
$14K
Commonwealth Equity Services
186
Commonwealth Equity Services
Massachusetts
$13.6K -$445K -4,411 -3%
AF
187
Allworth Financial
California
$13.2K
BWL
188
Bogart Wealth LLC
Virginia
$10.5K
TFA
189
Transamerica Financial Advisors
Florida
$10K -$303 -3 -3%
IFAM
190
Institutional & Family Asset Management
Colorado
$8.41K
GWSG
191
GPS Wealth Strategies Group
Colorado
$8.1K +$7.77K +77 New
CWM
192
CarsonAllaria Wealth Management
Illinois
$7.28K +$2.52K +25 +57%
FFA
193
Founders Financial Alliance
North Carolina
$6.14K -$97.9K -970 -94%
AWM
194
Avior Wealth Management
Nebraska
$5.79K +$5.55K +55 New
BAM
195
Belpointe Asset Management
Nevada
$5.68K
WP
196
WealthPLAN Partners
Nebraska
$4.84K +$4.64K +46 New
TWC
197
TD Waterhouse Canada
Ontario, Canada
$3.14K +$504 +5 +20%
EAM
198
Eukles Asset Management
Ohio
$2.42K
ACA
199
Aptus Capital Advisors
Alabama
$2.42K -$5.04K -50 -68%
GWANC
200
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.42K