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First Trust Technology AlphaDEX Fund

181 hedge funds and large institutions have $1.49B invested in First Trust Technology AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 33 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

28% more capital invested

Capital invested by funds: $1.16B → $1.49B (+$324M)

0.16% more ownership

Funds ownership: 71.55%71.71% (+0.16%)

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

2% less funds holding

Funds holding: 185181 (-4)

65% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 94

Holders
181
Holders Change
-4
Holders Change %
-2.16%
% of All Funds
3.71%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.23%
New
29
Increased
33
Reduced
94
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$480M -$6.15M -84,499 -1%
Morgan Stanley
2
Morgan Stanley
New York
$173M -$12.4M -170,052 -8%
Wells Fargo
3
Wells Fargo
California
$167M -$27.3M -375,495 -16%
UBS Group
4
UBS Group
Switzerland
$66.1M -$8.21M -112,762 -12%
Bank of America
5
Bank of America
North Carolina
$54.4M -$4.85M -66,701 -9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$48.8M -$13M -179,216 -23%
LPL Financial
7
LPL Financial
California
$45.3M +$7.47M +102,690 +23%
RJA
8
Raymond James & Associates
Florida
$38.6M -$9.84M -135,237 -23%
Osaic Holdings
9
Osaic Holdings
Arizona
$27.6M -$5.23M -71,801 -18%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$26.4M -$855K -11,742 -4%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$18.1M
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$17.5M -$1.21M -16,609 -7%
Truist Financial
13
Truist Financial
North Carolina
$16.2M -$3.15M -43,222 -18%
MML Investors Services
14
MML Investors Services
Massachusetts
$16M +$8.67M +119,173 +165%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$15.9M -$2.51M -34,556 -15%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$15.1M -$2.99M -41,092 -18%
Ameriprise
17
Ameriprise
Minnesota
$14.9M -$626K -8,603 -5%
FEG
18
Financial Enhancement Group
Indiana
$14.5M -$369K -5,073 -3%
HCIA
19
Hochman Cole Investment Advisors
Illinois
$13.4M -$138K -1,899 -1%
Stifel Financial
20
Stifel Financial
Missouri
$10.6M -$1.65M -22,637 -15%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$9.7M -$159K -2,181 -2%
DADC
22
D.A. Davidson & Co
Montana
$9.52M -$2M -27,524 -19%
GCA
23
Genesee Capital Advisors
New York
$9.4M +$1.23M +16,942 +18%
ODG
24
O'Dell Group
Ohio
$8.45M +$648K +8,908 +10%
GA
25
Gateway Advisory
New Jersey
$8.43M +$7.36M +101,085 New