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First Trust Technology AlphaDEX Fund

204 hedge funds and large institutions have $650M invested in First Trust Technology AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 67 reducing their positions, and 14 closing their positions.

Holders
204
Holders Change
+4
Holders Change %
+2%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
21
Increased
47
Reduced
67
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$94.4M 849,233 -45,953 -5%
Wells Fargo
2
Wells Fargo
California
$76.4M 687,790 -24,396 -3%
LPL Financial
3
LPL Financial
California
$46.6M 419,317 -3,328 -0.8%
UBS Group
4
UBS Group
Switzerland
$25.1M 225,685 +1,817 +0.8%
RJA
5
Raymond James & Associates
Florida
$22.5M 202,112 -12,275 -6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$19.8M 177,861 +9,715 +6%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$19.4M 174,368 -2,169 -1%
Bank of America
8
Bank of America
North Carolina
$19.3M 173,523 +1,527 +0.9%
RW
9
RVW Wealth
California
$18.6M 167,482 +13,650 +9%
GCA
10
Genesee Capital Advisors
New York
$14.5M 130,451 -2,889 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$14.4M 128,986 +1,347 +1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$14.3M 128,294 +1,509 +1%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$14M 126,409 -13,984 -10%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$13.3M 119,479 -1,861 -2%
MCM
15
MAI Capital Management
Ohio
$12.6M 113,810 -8,748 -7%
JAWM
16
J. Arnold Wealth Management
Ohio
$12M 107,981 +107,942 +276,774%
Truist Financial
17
Truist Financial
North Carolina
$11.9M 107,494 -40,344 -27%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$11.4M 102,985 +46,316 +82%
Stifel Financial
19
Stifel Financial
Missouri
$11.1M 99,439 -1,038 -1%
Ameriprise
20
Ameriprise
Minnesota
$10.1M 90,519 +11,740 +15%
VCM
21
Virtue Capital Management
Tennessee
$9.63M 84,249
VWM
22
Valley Wealth Managers
New Jersey
$7.76M 69,816 +69,816 New
NA
23
NewEdge Advisors
Louisiana
$6.72M 60,446 +27,958 +86%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$6.55M 58,927 +18,849 +47%
CWA
25
Choice Wealth Advisors
Maine
$6.52M 58,666 +35 +0.1%