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First Trust Technology AlphaDEX Fund

185 hedge funds and large institutions have $523M invested in First Trust Technology AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.24% more ownership

Funds ownership: 55.85%56.09% (+0.24%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 188185 (-3)

11% less capital invested

Capital invested by funds: $585M → $523M (-$62M)

38% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 72

Holders
185
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
13
Increased
45
Reduced
72
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$85.4M -$1.66M -16,813 -2%
Wells Fargo
2
Wells Fargo
California
$72.5M -$8.26M -83,502 -9%
LPL Financial
3
LPL Financial
California
$41.6M +$2.02M +20,374 +4%
RJA
4
Raymond James & Associates
Florida
$24M +$504K +5,091 +2%
Bank of America
5
Bank of America
North Carolina
$21.5M -$2.07M -20,868 -8%
UBS Group
6
UBS Group
Switzerland
$19.8M -$5.79M -58,531 -20%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$18.8M -$406K -4,098 -2%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$15M -$201K -2,027 -1%
Truist Financial
9
Truist Financial
North Carolina
$14.5M -$90.1K -910 -0.5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$12.4M +$237K +2,398 +2%
GCA
11
Genesee Capital Advisors
New York
$11.5M +$262K +2,646 +2%
MCM
12
MAI Capital Management
Ohio
$11.1M -$80.8K -817 -0.6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.9M +$198K +2,002 +2%
Stifel Financial
14
Stifel Financial
Missouri
$10.7M +$105K +1,061 +0.9%
Osaic Holdings
15
Osaic Holdings
Arizona
$9.14M -$6.77M -68,414 -39%
JAWM
16
J. Arnold Wealth Management
Ohio
$8.3M +$9.45M +95,516 +37,753%
TWM
17
Triton Wealth Management
Arizona
$7.13M -$135K -1,364 -2%
Ameriprise
18
Ameriprise
Minnesota
$5.88M -$1.32M -13,387 -16%
KIG
19
Kowal Investment Group
Wisconsin
$5.33M +$94.5K +955 +2%
DADC
20
D.A. Davidson & Co
Montana
$5.29M -$128K -1,294 -2%
RW
21
RVW Wealth
California
$4.92M +$22.1K +223 +0.4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.81M -$2.85M -28,785 -34%
CWA
23
Choice Wealth Advisors
Maine
$4.42M +$5.05M +51,037 New
MML Investors Services
24
MML Investors Services
Massachusetts
$3.38M -$196K -1,978 -5%
SPIA
25
Steward Partners Investment Advisory
New York
$3.29M +$3.07M +31,070 +449%