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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
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$23K
LC
202
Luminist Capital
Michigan
$22.3K
HPC
203
HM Payson & Co
Maine
$22K
AssetMark Inc
204
AssetMark Inc
California
$21K +$13.3K +90 +130%
BC
205
Barrett & Company
Rhode Island
$19.8K
WSFS
206
Wilmington Savings Fund Society
Delaware
$19.3K
T
207
Tidemark
California
$17K
CWM
208
Copia Wealth Management
Oregon
$16.5K
BWL
209
Bogart Wealth LLC
Virginia
$14.4K
BOJHT
210
Bank of Jackson Hole Trust
Wyoming
$13.5K -$7.41K -50 -35%
PSFG
211
Park Square Financial Group
Georgia
$13.2K
TFA
212
Transamerica Financial Advisors
Florida
$12K
NEWAS
213
N.E.W. Advisory Services
Wisconsin
$11.9K +$13.3K +90 New
FFA
214
Founders Financial Alliance
North Carolina
$10.8K +$3.41K +23 +39%
CWM
215
CarsonAllaria Wealth Management
Illinois
$9.98K +$148 +1 +1%
CA
216
Continuum Advisory
Idaho
$9.26K
GWSG
217
GPS Wealth Strategies Group
Colorado
$9.26K
CIAS
218
Capital Investment Advisory Services
North Carolina
$8.81K
Qube Research & Technologies (QRT)
219
Qube Research & Technologies (QRT)
United Kingdom
$8.73K
CT
220
Caldwell Trust
Florida
$6.61K
GSWM
221
Golden State Wealth Management
California
$6.61K
T
222
Transce3nd
Texas
$6.48K -$689K -4,649 -99%
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
$6.48K
SFGP
224
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$5.55K
VWA
225
Valued Wealth Advisors
Utah
$4.5K