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First Trust Technology AlphaDEX Fund

231 hedge funds and large institutions have $774M invested in First Trust Technology AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
Holders Change %
0%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
51
Reduced
82
Closed
19
Calls
$860K
Puts
$971K
Net Calls
-$111K
Net Calls Change
+$175K
Name Holding Trade Value Shares
Change
Shares
Change %
TCG
176
Transcendent Capital Group
Oklahoma
$139K
ZB
177
Zions Bancorporation
Utah
$125K
FAM
178
Flaharty Asset Management
Florida
$118K +$118K +850 New
BTI
179
Blue Trust Inc
Georgia
$98K
WP
180
WealthShield Partners
North Carolina
$90.9K +$90.9K +655 New
GWM
181
Geneos Wealth Management
Colorado
$88.7K
CFD
182
Creative Financial Designs
Indiana
$87K -$2.22K -16 -2%
MA
183
MCF Advisors
Kentucky
$85.4K
William Blair & Company
184
William Blair & Company
Illinois
$85.3K
Russell Investments Group
185
Russell Investments Group
United Kingdom
$81.2K +$81.2K +586 New
GFPC
186
Global Financial Private Client
Florida
$81K
HNB
187
Huntington National Bank
Ohio
$77.6K -$76.3K
GJWM
188
Gilliland Jeter Wealth Management
Arkansas
$66.8K
HCP
189
Hexagon Capital Partners
Arkansas
$62.3K
EWM
190
EPG Wealth Management
Georgia
$59.4K +$59.4K +428 New
WT
191
Washington Trust
Rhode Island
$58.8K
CIBC Private Wealth Group
192
CIBC Private Wealth Group
Georgia
$54K
ABWM
193
Alpine Bank Wealth Management
Colorado
$52.4K +$52.4K +378 New
JIP
194
Jaffetilchin Investment Partners
Florida
$43.7K -$1.36M -9,809 -97%
SIC
195
Salem Investment Counselors
North Carolina
$41.6K
FWP
196
FAS Wealth Partners
Kansas
$40.5K
NS
197
NBC Securities
Alabama
$38K
HWA
198
HHM Wealth Advisors
Tennessee
$32.4K
WIM
199
Westside Investment Management
California
$31.8K -$6.38K -46 -17%
ADL
200
Asset Dedication LLC
California
$27.3K