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First Trust Technology AlphaDEX Fund

247 hedge funds and large institutions have $799M invested in First Trust Technology AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 36 increasing their positions, 96 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+21
Holders Change %
+9.29%
% of All Funds
3.31%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
41
Increased
36
Reduced
96
Closed
16
Calls
$803K
Puts
$787K
Net Calls
+$16K
Net Calls Change
+$677K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$113M +$2.79M +17,760 +3%
LPL Financial
2
LPL Financial
California
$84.7M +$6.67M +42,403 +9%
Wells Fargo
3
Wells Fargo
California
$83M -$8.74M -55,540 -10%
Raymond James Financial
4
Raymond James Financial
Florida
$67M -$542K -3,442 -0.8%
VAS
5
Vestmark Advisory Solutions
Massachusetts
$26.6M +$10.7M +67,826 +67%
UBS Group
6
UBS Group
Switzerland
$22.7M -$1.31M -8,300 -5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$21.3M +$153K +971 +0.7%
Osaic Holdings
8
Osaic Holdings
Arizona
$20M -$3.49M -23,421 -15%
Bank of America
9
Bank of America
North Carolina
$19.9M -$2.91M -18,477 -13%
GCA
10
Genesee Capital Advisors
New York
$17M +$122K +776 +0.7%
Truist Financial
11
Truist Financial
North Carolina
$16.6M +$576K +3,660 +4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15.4M +$964K +6,129 +7%
Ameriprise
13
Ameriprise
Minnesota
$14M +$790K +5,022 +6%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$13.7M -$749K -4,758 -5%
Stifel Financial
15
Stifel Financial
Missouri
$12.7M +$1.2M +7,646 +10%
MCM
16
MAI Capital Management
Ohio
$12M -$278K -1,764 -2%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$11.1M +$227K +1,442 +2%
RW
18
RVW Wealth
California
$10.8M -$1.58M -10,015 -13%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$9.88M -$758K -4,816 -7%
CWA
20
Choice Wealth Advisors
Maine
$8.99M -$107K -680 -1%
Creative Planning
21
Creative Planning
Kansas
$7.96M -$7.74M -49,205 -49%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$7.18M +$476K +3,026 +7%
DADC
23
D.A. Davidson & Co
Montana
$6.72M -$43.3K -275 -0.6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$6.72M -$45.8K -291 -0.7%
SB
25
Strategic Blueprint
Georgia
$5.77M -$49.9K -317 -0.9%