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First Trust Technology AlphaDEX Fund
203 hedge funds and large institutions have $661M invested in First Trust Technology AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 43 increasing their positions, 68 reducing their positions, and 24 closing their positions.
New
Increased
Maintained
Reduced
Closed
21% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 24
13% more capital invested
Capital invested by funds: $587M → $661M (+$74.2M)
2% more funds holding
Funds holding: 199 → 203 (+4)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0.36% less ownership
Funds ownership: 56.65% → 56.29% (-0.36%)
37% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 68
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $294K
Holders
203
Holders Change
+4
Holders Change %
+2.01%
% of All Funds
3.19%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
29
Increased
43
Reduced
68
Closed
24
Calls
–
Puts
$294K
Net Calls
-$294K
Net Calls Change
-$294K
Top Buyers
| 1 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$8.88M |
| 2 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$5.54M |
| 3 |
RW
RVW Wealth
Los Angeles,
California
|
+$4.64M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$4.38M |
| 5 |
Morgan Stanley
New York
|
+$3.58M |
Top Sellers
| 1 |
WEG
World Equity Group
Schaumburg,
Illinois
|
-$4.69M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.45M |
| 3 |
NA
Navellier & Associates
Reno,
Nevada
|
-$4.15M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.12M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3.59M |
