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First Trust Technology AlphaDEX Fund

225 hedge funds and large institutions have $1.88B invested in First Trust Technology AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 52 increasing their positions, 85 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 11

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

21% more capital invested

Capital invested by funds: $1.56B → $1.88B (+$322M)

17% more funds holding

Funds holding: 192225 (+33)

0.63% more ownership

Funds ownership: 71.52%72.15% (+0.63%)

39% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 85

Holders
225
Holders Change
+33
Holders Change %
+17.19%
% of All Funds
3.98%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
47
Increased
52
Reduced
85
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$565M -$17.2M -169,931 -3%
Morgan Stanley
2
Morgan Stanley
New York
$224M -$10.5M -104,091 -5%
Wells Fargo
3
Wells Fargo
California
$198M -$7.72M -76,231 -4%
UBS Group
4
UBS Group
Switzerland
$78.6M -$7.76M -76,649 -10%
Bank of America
5
Bank of America
North Carolina
$72.8M -$1.86M -18,335 -3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$53.4M -$15.2M -149,731 -24%
RJA
7
Raymond James & Associates
Florida
$51M +$751K +7,419 +2%
LPL Financial
8
LPL Financial
California
$50.7M -$3.1M -30,666 -6%
Osaic Holdings
9
Osaic Holdings
Arizona
$46.6M +$12.7M +125,542 +43%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$44.3M -$554K -5,475 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$23M +$1.6M +15,850 +8%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$22.8M -$689K -6,809 -3%
Ameriprise
13
Ameriprise
Minnesota
$22.3M +$4.37M +43,226 +28%
NC
14
NewSquare Capital
Pennsylvania
$22.3M -$2.99M -29,495 -13%
Truist Financial
15
Truist Financial
North Carolina
$21.8M -$343K -3,387 -2%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$18.4M +$466K +4,608 +3%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$18.1M
HCIA
18
Hochman Cole Investment Advisors
Illinois
$17.1M -$634K -6,262 -4%
Stifel Financial
19
Stifel Financial
Missouri
$13.8M -$429K -4,241 -3%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$13.6M -$1.34M -13,194 -10%
DADC
21
D.A. Davidson & Co
Montana
$12.7M -$123K -1,212 -1%
GCA
22
Genesee Capital Advisors
New York
$12.6M -$4.03M -39,844 -26%
ODG
23
O'Dell Group
Ohio
$12M +$365K +3,608 +3%
NA
24
NewEdge Advisors
Louisiana
$10.3M +$915K +9,040 +11%
MCC
25
Money Concepts Capital
Florida
$10.1M +$9.17M +90,615 New