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First Trust Technology AlphaDEX Fund

235 hedge funds and large institutions have $776M invested in First Trust Technology AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0% more funds holding

Funds holding: 235235 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.62% less ownership

Funds ownership: 58.05%57.43% (-0.62%)

1% less capital invested

Capital invested by funds: $784M → $776M (-$8.75M)

11% less call options, than puts

Call options by funds: $860K | Put options by funds: $971K

35% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 82

Holders
235
Holders Change
Holders Change %
0%
% of All Funds
3.37%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
53
Reduced
82
Closed
19
Calls
$860K
Puts
$971K
Net Calls
-$111K
Net Calls Change
+$175K
Name Holding Trade Value Shares
Change
Change in
Stake
SS
176
Sunbelt Securities
Texas
$139K
AP
177
Atwood & Palmer
Missouri
$139K -$10.1K -75 -7%
BBHC
178
Brown Brothers Harriman & Co
New York
$139K
TCG
179
Transcendent Capital Group
Oklahoma
$139K
ZB
180
Zions Bancorporation
Utah
$125K
FAM
181
Flaharty Asset Management
Florida
$118K +$114K +850 New
BTI
182
Blue Trust Inc
Georgia
$98K
WP
183
WealthShield Partners
North Carolina
$90.9K +$87.9K +655 New
GWM
184
Geneos Wealth Management
Colorado
$88.7K
CFD
185
Creative Financial Designs
Indiana
$87K -$2.15K -16 -2%
MA
186
MCF Advisors
Kentucky
$85.4K
William Blair & Company
187
William Blair & Company
Illinois
$85.3K
Russell Investments Group
188
Russell Investments Group
United Kingdom
$81.2K +$78.7K +586 New
GFPC
189
Global Financial Private Client
Florida
$81K
HNB
190
Huntington National Bank
Ohio
$77.6K
GJWM
191
Gilliland Jeter Wealth Management
Arkansas
$66.8K
HCP
192
Hexagon Capital Partners
Arkansas
$62.3K
EWM
193
EPG Wealth Management
Georgia
$59.4K +$57.5K +428 New
WT
194
Washington Trust
Rhode Island
$58.8K
CIBC Private Wealth Group
195
CIBC Private Wealth Group
Georgia
$54K
ABWM
196
Alpine Bank Wealth Management
Colorado
$52.4K +$50.8K +378 New
JIP
197
Jaffetilchin Investment Partners
Florida
$43.7K -$1.32M -9,809 -97%
SIC
198
Salem Investment Counselors
North Carolina
$41.6K
FWP
199
FAS Wealth Partners
Kansas
$40.5K
NS
200
NBC Securities
Alabama
$38K