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First Trust Technology AlphaDEX Fund

226 hedge funds and large institutions have $1.21B invested in First Trust Technology AlphaDEX Fund in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 42 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 21

8% more funds holding

Funds holding: 210226 (+16)

8.96% less ownership

Funds ownership: 70.16%61.2% (-9%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

35% less capital invested

Capital invested by funds: $1.85B → $1.21B (-$640M)

56% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 95

Holders
226
Holders Change
+16
Holders Change %
+7.62%
% of All Funds
3.48%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
43
Increased
42
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
201
MUFG Americas
New York
$33K +$32.6K +249 New
WA
202
Win Advisors
Florida
$30K +$29.5K +225 New
ADL
203
Asset Dedication LLC
California
$26K -$50.3K -384 -66%
SPWG
204
Sage Private Wealth Group
Illinois
$23K
HPC
205
HM Payson & Co
Maine
$22K
AWM
206
Avior Wealth Management
Nebraska
$19K +$19.3K +147 New
TAM
207
Tucker Asset Management
Colorado
$15.7K +$15.5K +118 New
DWMG
208
DB Wealth Management Group
California
$15K -$17K -130 -53%
CAAS
209
Capital Asset Advisory Services
Michigan
$15K
BWL
210
Bogart Wealth LLC
Virginia
$13K
CWP
211
Concord Wealth Partners
Virginia
$13K
GTAM
212
Global Trust Asset Management
Florida
$13K
IFAM
213
Institutional & Family Asset Management
Colorado
$11K
GIA
214
Goodwin Investment Advisory
Georgia
$9K +$9.17K +70 New
TCWM
215
Total Clarity Wealth Management
Illinois
$6K -$5.5K -42 -48%
APC
216
Aspire Private Capital
North Carolina
$6K
CIAS
217
Capital Investment Advisory Services
North Carolina
$5K
CWM
218
CarsonAllaria Wealth Management
Illinois
$5K +$5.37K +41 New
SBL
219
Sargent Bickham Lagudis
Colorado
$4K
AA
220
AlphaMark Advisors
Kentucky
$3K
ACA
221
Aptus Capital Advisors
Alabama
$3K
EAM
222
Eukles Asset Management
Ohio
$3K
TWC
223
TD Waterhouse Canada
Ontario, Canada
$1.69K +$1.7K +13 New
FHC
224
First Heartland Consultants
Missouri
$564 -$522K -3,988 -48%
BBHC
225
Brown Brothers Harriman & Co
New York
$132