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First Trust Technology AlphaDEX Fund

220 hedge funds and large institutions have $897M invested in First Trust Technology AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 69 reducing their positions, and 14 closing their positions.

Holders
220
Holders Change
+16
Holders Change %
+7.84%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
31
Increased
61
Reduced
69
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$228M 1,779,288 +930,055 +110%
Wells Fargo
2
Wells Fargo
California
$87.9M 686,543 -1,247 -0.2%
LPL Financial
3
LPL Financial
California
$60.1M 468,892 +49,575 +12%
RJA
4
Raymond James & Associates
Florida
$38.2M 298,225 +96,113 +48%
UBS Group
5
UBS Group
Switzerland
$23.6M 184,037 -41,648 -18%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$23.5M 183,425 +5,564 +3%
RW
7
RVW Wealth
California
$22.5M 175,615 +8,133 +5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$22.3M 173,867 -501 -0.3%
Bank of America
9
Bank of America
North Carolina
$22.2M 173,248 -275 -0.2%
Truist Financial
10
Truist Financial
North Carolina
$20.8M 162,166 +54,672 +51%
GCA
11
Genesee Capital Advisors
New York
$19.6M 152,954 +22,503 +17%
Osaic Holdings
12
Osaic Holdings
Arizona
$16.9M 132,107 +3,121 +2%
VAS
13
Vestmark Advisory Solutions
Massachusetts
$16.5M 128,735 +2,326 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$16M 125,069 -3,225 -3%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$14.9M 116,661 -2,818 -2%
JAWM
16
J. Arnold Wealth Management
Ohio
$14.4M 112,612 +4,631 +4%
MCM
17
MAI Capital Management
Ohio
$14.1M 109,713 -4,097 -4%
Stifel Financial
18
Stifel Financial
Missouri
$12.6M 98,182 -1,257 -1%
Ameriprise
19
Ameriprise
Minnesota
$11.3M 87,917 -2,602 -3%
NA
20
NewEdge Advisors
Louisiana
$9.51M 73,115 +12,669 +21%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$7.64M 59,673 +746 +1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$7.51M 58,672 -44,313 -43%
CWA
23
Choice Wealth Advisors
Maine
$7.45M 58,168 -498 -0.8%
KIG
24
Kowal Investment Group
Wisconsin
$6.92M 54,031 +336 +0.6%
VCM
25
Virtue Capital Management
Tennessee
$6.22M 50,693 -33,556 -40%