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First Trust Technology AlphaDEX Fund

235 hedge funds and large institutions have $784M invested in First Trust Technology AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

3% more funds holding

Funds holding: 229235 (+6)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.44% less ownership

Funds ownership: 58.49%58.05% (-0.44%)

2% less capital invested

Capital invested by funds: $801M → $784M (-$16.1M)

28% less call options, than puts

Call options by funds: $722K | Put options by funds: $1.01M

34% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 77

Holders
235
Holders Change
+6
Holders Change %
+2.62%
% of All Funds
3.39%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
24
Increased
51
Reduced
77
Closed
15
Calls
$722K
Puts
$1.01M
Net Calls
-$286K
Net Calls Change
-$974K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
176
Concourse Financial Group Securities
Alabama
$197K
DWA
177
Delos Wealth Advisors
Texas
$171K
Bessemer Group
178
Bessemer Group
New Jersey
$169K -$15.2K -115 -8%
IF
179
Integrity Financial
Wyoming
$158K
PS
180
Principal Securities
Iowa
$152K +$1.32K +10 +0.9%
AP
181
Atwood & Palmer
Missouri
$146K
SS
182
Sunbelt Securities
Texas
$137K
BBHC
183
Brown Brothers Harriman & Co
New York
$136K
TCG
184
Transcendent Capital Group
Oklahoma
$136K
ZB
185
Zions Bancorporation
Utah
$123K +$119K +900 New
EWA
186
EP Wealth Advisors
California
$115K
BTI
187
Blue Trust Inc
Georgia
$96.9K
CFD
188
Creative Financial Designs
Indiana
$87.7K -$2.64K -20 -3%
GWM
189
Geneos Wealth Management
Colorado
$87.2K
MA
190
MCF Advisors
Kentucky
$83.9K
William Blair & Company
191
William Blair & Company
Illinois
$83.8K
GFPC
192
Global Financial Private Client
Florida
$79.6K
IFAM
193
Institutional & Family Asset Management
Colorado
$77.1K
HNB
194
Huntington National Bank
Ohio
$76.3K
GJWM
195
Gilliland Jeter Wealth Management
Arkansas
$65.7K -$26.3K -199 -29%
BEI
196
Benjamin Edwards Inc
Missouri
$62K
HCP
197
Hexagon Capital Partners
Arkansas
$61.2K
EWM
198
EPG Wealth Management
Georgia
$58.4K -$56.5K -428 Closed
WT
199
Washington Trust
Rhode Island
$57.8K
CIBC Private Wealth Group
200
CIBC Private Wealth Group
Georgia
$54.2K