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First Trust Technology AlphaDEX Fund

231 hedge funds and large institutions have $685M invested in First Trust Technology AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 95 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.1% less ownership

Funds ownership: 58.91%57.81% (-1.1%)

11% less funds holding

Funds holding: 260231 (-29)

17% less capital invested

Capital invested by funds: $828M → $685M (-$143M)

61% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 95

62% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 34

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $661K

Holders
231
Holders Change
-29
Holders Change %
-11.15%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
13
Increased
37
Reduced
95
Closed
34
Calls
Puts
$661K
Net Calls
-$661K
Net Calls Change
+$4.55M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
176
Flaharty Asset Management
Florida
$112K +$126K +850 New
PWA
177
Physician Wealth Advisors
Utah
$96.4K
TLA
178
Tanglewood Legacy Advisors
Texas
$87.4K
WP
179
WealthShield Partners
North Carolina
$86.7K
SS
180
Sunbelt Securities
Texas
$85K -$53.2K -359 -36%
MA
181
MCF Advisors
Kentucky
$81.5K
William Blair & Company
182
William Blair & Company
Illinois
$81.3K
GFPC
183
Global Financial Private Client
Florida
$77.2K
NWM
184
Nova Wealth Management
Florida
$67.6K -$57K -385 -43%
HCP
185
Hexagon Capital Partners
Arkansas
$59.4K
EWM
186
EPG Wealth Management
Georgia
$56.7K
CFD
187
Creative Financial Designs
Indiana
$53.6K -$41.3K -279 -41%
TRCT
188
Tower Research Capital (TRC)
New York
$53.4K +$59.4K +401 +13,367%
Russell Investments Group
189
Russell Investments Group
United Kingdom
$48.8K -$29.8K -201 -35%
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
$44.9K
FWP
191
FAS Wealth Partners
Kansas
$38.7K
QCG
192
Quadrant Capital Group
Ohio
$38.5K +$43.1K +291 New
NS
193
NBC Securities
Alabama
$36K +$41.3K +279 New
AF
194
Allworth Financial
California
$34.2K +$16.6K +112 +78%
Bessemer Group
195
Bessemer Group
New Jersey
$31K -$149K -1,008 -81%
HWA
196
HHM Wealth Advisors
Tennessee
$30.9K
WIM
197
Westside Investment Management
California
$27.6K
ADL
198
Asset Dedication LLC
California
$26.1K
BCMLT
199
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.8K
Q1WB
200
Quest 10 Wealth Builders
Virginia
$25.1K -$23.6K -159 -46%