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First Trust Technology AlphaDEX Fund

235 hedge funds and large institutions have $776M invested in First Trust Technology AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

0% more funds holding

Funds holding: 235235 (0)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.62% less ownership

Funds ownership: 58.05%57.43% (-0.62%)

1% less capital invested

Capital invested by funds: $784M → $776M (-$8.75M)

11% less call options, than puts

Call options by funds: $860K | Put options by funds: $971K

35% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 82

Holders
235
Holders Change
Holders Change %
0%
% of All Funds
3.37%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
53
Reduced
82
Closed
19
Calls
$860K
Puts
$971K
Net Calls
-$111K
Net Calls Change
+$175K
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
201
HHM Wealth Advisors
Tennessee
$32.4K
WIM
202
Westside Investment Management
California
$31.8K -$6.18K -46 -17%
ADL
203
Asset Dedication LLC
California
$27.3K
BCMLT
204
Beacon Capital Management LLC (Tennessee)
Tennessee
$27K
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$24.1K
HPC
206
HM Payson & Co
Maine
$23K
BC
207
Barrett & Company
Rhode Island
$20.8K
WSFS
208
Wilmington Savings Fund Society
Delaware
$20.2K +$19.6K +146 New
TRCT
209
Tower Research Capital (TRC)
New York
$20.1K +$18.4K +137 +1,713%
WI
210
Wintrust Investments
Illinois
$20K +$19.5K +145 New
AF
211
Allworth Financial
California
$19.8K
LFA
212
Legend Financial Advisors
Pennsylvania
$18.4K
T
213
Tidemark
California
$17.8K -$134 -1 -0.8%
VF
214
VitalStone Financial
Texas
$15.4K
BWL
215
Bogart Wealth LLC
Virginia
$15.1K -$3.49K -26 -19%
NFA
216
Northwest Financial Advisors
Virginia
$14.7K +$14.2K +106 New
TFA
217
Transamerica Financial Advisors
Florida
$13K -$134 -1 -1%
CIAS
218
Capital Investment Advisory Services
North Carolina
$12.7K
Qube Research & Technologies (QRT)
219
Qube Research & Technologies (QRT)
United Kingdom
$11.1K -$8.32K -62 -44%
CA
220
Continuum Advisory
Idaho
$10.4K
CWM
221
CarsonAllaria Wealth Management
Illinois
$10.2K +$134 +1 +1%
GWSG
222
GPS Wealth Strategies Group
Colorado
$9.71K -$940 -7 -9%
AssetMark Inc
223
AssetMark Inc
California
$9.57K +$9.26K +69 New
OLVIG
224
Oliver Lagore Vanvalin Investment Group
Michigan
$9.29K
FFA
225
Founders Financial Alliance
North Carolina
$8.12K