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First Trust Technology AlphaDEX Fund
FXL

225 hedge funds and large institutions have $1.88B invested in First Trust Technology AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 52 increasing their positions, 85 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 11

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

21% more capital invested

Capital invested by funds: $1.56B → $1.88B (+$322M)

17% more funds holding

Funds holding: 192 → 225 (+33)

0.63% more ownership

Funds ownership: 71.52% → 72.15% (+0.63%)

39% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 85

Holders
225
Holders Change
+33
Holders Change %
+17.19%
% of All Funds
3.98%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
47
Increased
52
Reduced
85
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$12.7M
2
IA
IFP Advisors
Florida
+$4.57M
3
Ameriprise
Ameriprise
Minnesota
+$4.37M
4
Goldman Sachs
Goldman Sachs
New York
+$4.32M
5
PAG
Private Advisory Group
Washington
+$1.67M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$17.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$15.2M
3
Morgan Stanley
Morgan Stanley
New York
-$10.5M
4
FEG
Financial Enhancement Group
Indiana
-$9.54M
5
UBS Group
UBS Group
Switzerland
-$7.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
226
Horizon Investments
North Carolina
– -$902K -9,926 Closed
WAP
227
Wealthcare Advisory Partners
Pennsylvania
– -$421K -4,633 Closed
AAS
228
Avantax Advisory Services
Texas
– -$293K -3,226 Closed
CSPIA
229
Cary Street Partners Investment Advisory
Virginia
– -$65K -717 Closed
WP
230
WealthShield Partners
North Carolina
– -$59K -652 Closed
PA
231
Parallel Advisors
California
– -$45K -500 Closed
FHA
232
Flagship Harbor Advisors
Massachusetts
– -$40K -449 Closed
BWM
233
BNC Wealth Management
Oregon
– -$11K -118 Closed
AA
234
Advisory Alpha
Michigan
– -$2K -21 Closed
LFG
235
Larson Financial Group
Missouri
– -$1K -12 Closed
6 7 8 9
10

FXL Hedge Fund Activity: Q4 2020 in Review

225 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust Technology AlphaDEX Fund (FXL) for Q4 2020, worth a combined $1.88B — up 21% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FXL positions and 11 closed out — a net gain of 36 holders — while 52 added to existing stakes and 85 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $12.7M. The largest seller was First Trust Advisors, cutting an estimated $17.2M.

  • 225 institutional investors held First Trust Technology AlphaDEX Fund (FXL) as of Q4 2020, up from 192 in Q3 2020.
  • Funds reported $1.88B of First Trust Technology AlphaDEX Fund stock for Q4 2020, up 21% quarter-over-quarter.
  • 47 funds opened new First Trust Technology AlphaDEX Fund positions in Q4 2020 and 11 closed out, a net change of +36 holders.
  • The largest First Trust Technology AlphaDEX Fund buyer in Q4 2020 was Osaic Holdings, an estimated $12.7M added.
  • The largest First Trust Technology AlphaDEX Fund seller in Q4 2020 was First Trust Advisors, an estimated $17.2M sold.

Based on aggregated 13F filings for Q4 2020.