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First Trust Technology AlphaDEX Fund

231 hedge funds and large institutions have $685M invested in First Trust Technology AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 95 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.1% less ownership

Funds ownership: 58.91%57.81% (-1.1%)

11% less funds holding

Funds holding: 260231 (-29)

17% less capital invested

Capital invested by funds: $828M → $685M (-$143M)

61% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 95

62% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 34

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $661K

Holders
231
Holders Change
-29
Holders Change %
-11.15%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
13
Increased
37
Reduced
95
Closed
34
Calls
Puts
$661K
Net Calls
-$661K
Net Calls Change
+$4.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$93M -$13M -87,464 -11%
Wells Fargo
2
Wells Fargo
California
$77.1M -$2.79M -18,828 -3%
LPL Financial
3
LPL Financial
California
$65.6M +$498K +3,364 +0.7%
Raymond James Financial
4
Raymond James Financial
Florida
$56.8M -$2.03M -13,725 -3%
Osaic Holdings
5
Osaic Holdings
Arizona
$20.9M +$3.32M +22,387 +17%
UBS Group
6
UBS Group
Switzerland
$20.2M -$1.37M -9,269 -6%
Bank of America
7
Bank of America
North Carolina
$19.2M -$1.04M -7,010 -5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$17.8M -$111K -751 -0.6%
GCA
9
Genesee Capital Advisors
New York
$14.2M -$782K -5,277 -5%
Truist Financial
10
Truist Financial
North Carolina
$13.5M +$73.3K +495 +0.5%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$13.4M -$5.06M -34,164 -25%
Creative Planning
12
Creative Planning
Kansas
$13.2M +$13.6M +92,070 +1,196%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$12.2M -$2.63M -17,767 -16%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$12.1M +$1.05M +7,116 +8%
Ameriprise
15
Ameriprise
Minnesota
$11.1M +$137K +923 +1%
RW
16
RVW Wealth
California
$10.4M -$17.7M -119,680 -60%
MCM
17
MAI Capital Management
Ohio
$10.3M -$60.2K -406 -0.5%
Stifel Financial
18
Stifel Financial
Missouri
$9.65M -$148K -1,002 -1%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$9.13M +$80.6K +544 +0.8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.94M +$723K +4,878 +8%
CWA
21
Choice Wealth Advisors
Maine
$7.64M +$148K +1,001 +2%
CI
22
CX Institutional
Indiana
$5.95M +$6.67M +45,023 New
DADC
23
D.A. Davidson & Co
Montana
$5.69M -$146K -983 -2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$5.68M -$195K -1,313 -3%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$5.63M +$5.07M +34,248 +410%