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First Trust Technology AlphaDEX Fund

210 hedge funds and large institutions have $1.85B invested in First Trust Technology AlphaDEX Fund in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 75 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

3% more funds holding

Funds holding: 203210 (+7)

2% more capital invested

Capital invested by funds: $1.83B → $1.85B (+$29.3M)

0.16% more ownership

Funds ownership: 70.01%70.16% (+0.16%)

13% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 75

Holders
210
Holders Change
+7
Holders Change %
+3.45%
% of All Funds
3.68%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
18
Increased
65
Reduced
75
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$591M +$5.47M +43,561 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$202M +$1.41M +11,207 +0.7%
Wells Fargo
3
Wells Fargo
California
$187M +$1.6M +12,734 +0.8%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$70.9M +$19.1M +151,750 +36%
UBS Group
5
UBS Group
Switzerland
$70.2M -$1.87M -14,881 -3%
LPL Financial
6
LPL Financial
California
$66.3M +$14.3M +113,974 +27%
Bank of America
7
Bank of America
North Carolina
$62.1M -$3.67M -29,184 -5%
RJA
8
Raymond James & Associates
Florida
$54.7M -$329K -2,622 -0.6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$46.7M -$1.03M -8,234 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$26.4M -$8.18M -65,104 -23%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$23.8M -$525K -4,183 -2%
NC
12
NewSquare Capital
Pennsylvania
$22.7M -$255K -2,030 -1%
Truist Financial
13
Truist Financial
North Carolina
$22.7M +$512K +4,073 +2%
Ameriprise
14
Ameriprise
Minnesota
$20.9M +$1.27M +10,129 +6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$19.7M -$393K -3,128 -2%
GCA
16
Genesee Capital Advisors
New York
$16.9M +$17.3M +137,719 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$16M +$375K +2,983 +2%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$15.8M -$438K -3,490 -3%
HCIA
19
Hochman Cole Investment Advisors
Illinois
$15.7M -$718K -5,717 -4%
ODG
20
O'Dell Group
Ohio
$15M +$383K +3,046 +3%
DADC
21
D.A. Davidson & Co
Montana
$14.5M +$154K +1,226 +1%
NA
22
NewEdge Advisors
Louisiana
$14.2M +$780K +6,213 +6%
TWM
23
Triton Wealth Management
Arizona
$12.3M +$225K +1,789 +2%
Stifel Financial
24
Stifel Financial
Missouri
$10.7M +$172K +1,372 +2%
ASN
25
Advisory Services Network
Georgia
$9.73M -$216K -1,720 -2%