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First Trust Technology AlphaDEX Fund

231 hedge funds and large institutions have $783M invested in First Trust Technology AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+5
Holders Change %
+2.21%
% of All Funds
3.36%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
51
Reduced
76
Closed
15
Calls
$722K
Puts
$1.01M
Net Calls
-$286K
Net Calls Change
-$974K
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
201
Westside Investment Management
California
$37.5K -$3.41K -25 -8%
HWA
202
HHM Wealth Advisors
Tennessee
$31.9K
ADL
203
Asset Dedication LLC
California
$26.8K
BCMLT
204
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.6K
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$23.7K
HPC
206
HM Payson & Co
Maine
$22.6K
BC
207
Barrett & Company
Rhode Island
$20.4K
AF
208
Allworth Financial
California
$19.5K +$2.45K +18 +14%
Qube Research & Technologies (QRT)
209
Qube Research & Technologies (QRT)
United Kingdom
$19.3K -$264K -1,940 -93%
BWL
210
Bogart Wealth LLC
Virginia
$18.4K +$4.77K +35 +35%
RIA
211
Realta Investment Advisors
Delaware
$18.3K
LFA
212
Legend Financial Advisors
Pennsylvania
$18.1K
T
213
Tidemark
California
$17.5K
VF
214
VitalStone Financial
Texas
$15.1K
TFA
215
Transamerica Financial Advisors
Florida
$13K
CIAS
216
Capital Investment Advisory Services
North Carolina
$12.5K -$1.36K -10 -10%
GWSG
217
GPS Wealth Strategies Group
Colorado
$10.5K
CWM
218
CarsonAllaria Wealth Management
Illinois
$9.87K +$137 +1 +1%
CA
219
Continuum Advisory
Idaho
$9.54K
OLVIG
220
Oliver Lagore Vanvalin Investment Group
Michigan
$9.13K +$9.13K +67 New
FFA
221
Founders Financial Alliance
North Carolina
$7.98K
Bank of Montreal
222
Bank of Montreal
Ontario, Canada
$6.69K -$250K -1,830 -97%
TAM
223
Tucker Asset Management
Colorado
$5.86K
VWA
224
Valued Wealth Advisors
Utah
$4.63K +$4.63K +34 New
ACA
225
Aptus Capital Advisors
Alabama
$3.13K