We are live on ! Find out more
FXL icon

First Trust Technology AlphaDEX Fund

229 hedge funds and large institutions have $801M invested in First Trust Technology AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 87 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: 223229 (+6)

8.86% less ownership

Funds ownership: 67.35%58.49% (-8.9%)

11% less capital invested

Capital invested by funds: $898M → $801M (-$97.2M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

39% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 87

Holders
229
Holders Change
+6
Holders Change %
+2.69%
% of All Funds
3.3%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
24
Increased
53
Reduced
87
Closed
15
Calls
$688K
Puts
Net Calls
+$688K
Net Calls Change
+$688K
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
201
Asset Dedication LLC
California
$27K
BCMLT
202
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.3K -$398 -3 -2%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$23.5K -$30.1K -227 -57%
HPC
204
HM Payson & Co
Maine
$22.4K
BC
205
Barrett & Company
Rhode Island
$20.2K
TRCT
206
Tower Research Capital (TRC)
New York
$20K -$42.9K -323 -69%
RIA
207
Realta Investment Advisors
Delaware
$18.1K +$17.8K +134 New
LFA
208
Legend Financial Advisors
Pennsylvania
$17.9K
T
209
Tidemark
California
$17.4K -$6.77K -51 -28%
AF
210
Allworth Financial
California
$16.9K
VF
211
VitalStone Financial
Texas
$15K +$14.7K +111 New
CIAS
212
Capital Investment Advisory Services
North Carolina
$13.7K +$133 +1 +1%
BWL
213
Bogart Wealth LLC
Virginia
$13.5K
TFA
214
Transamerica Financial Advisors
Florida
$13K
GWSG
215
GPS Wealth Strategies Group
Colorado
$10.4K
CWM
216
CarsonAllaria Wealth Management
Illinois
$9.63K
CA
217
Continuum Advisory
Idaho
$9.18K +$9.29K +70 New
FFA
218
Founders Financial Alliance
North Carolina
$7.89K +$133 +1 +2%
CT
219
Caldwell Trust
Florida
$6.74K
LFG
220
Larson Financial Group
Missouri
$6.26K
TAM
221
Tucker Asset Management
Colorado
$5.8K +$5.71K +43 New
ACA
222
Aptus Capital Advisors
Alabama
$3.1K
EAM
223
Eukles Asset Management
Ohio
$3.1K
GWANC
224
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.1K
FMII
225
Farmers & Merchants Investments Inc
Nebraska
$2.7K -$6.63K -50 -71%