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First Trust Technology AlphaDEX Fund
FXL

229 hedge funds and large institutions have $801M invested in First Trust Technology AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 87 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

3% more funds holding

Funds holding: 223 → 229 (+6)

8.86% less ownership

Funds ownership: 67.35% → 58.49% (-8.9%)

11% less capital invested

Capital invested by funds: $898M → $801M (-$97.2M)

38% less funds holding in top 10

Funds holding in top 10: 8 → 5 (-3)

39% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 87

Holders
229
Holders Change
+6
Holders Change %
+2.69%
% of All Funds
3.3%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
24
Increased
53
Reduced
87
Closed
15
Calls
$688K
Puts
–
Net Calls
+$688K
Net Calls Change
+$688K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$6.71M
2
Citadel Advisors
Citadel Advisors
Florida
+$5.98M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.26M
4
UBS Group
UBS Group
Switzerland
+$4.07M
5
WA
Win Advisors
Florida
+$2.92M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$121M
2
RJA
Raymond James & Associates
Florida
-$7.17M
3
LPL Financial
LPL Financial
California
-$5.62M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.04M
5
GCA
Genesee Capital Advisors
New York
-$3.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
226
TD Waterhouse Canada
Ontario, Canada
$1.73K +$1.73K +13 New
LF
227
LifeSteps Financial
California
$1.48K +$1.46K +11 New
VNA
228
Valley National Advisers
Pennsylvania
$1K -$3.98K -30 -71%
CAL
229
Capital Analysts LLC
Pennsylvania
$1K – – –
DFA
230
DHJJ Financial Advisors
Illinois
$944 – – –
Susquehanna International Group
231
Susquehanna International Group
Pennsylvania
– -$4.04M -30,462 Closed
Goldman Sachs
232
Goldman Sachs
New York
– -$3.7M -28,910 Closed
CAG
233
Csenge Advisory Group
Florida
– -$804K -6,275 Closed
IA
234
IFG Advisory
Georgia
– -$719K -5,611 Closed
Wealth Enhancement Advisory Services
235
Wealth Enhancement Advisory Services
Minnesota
– -$411K -3,208 Closed
AWA
236
Arete Wealth Advisors
Illinois
– -$263K -2,055 Closed
ZIM
237
Zacks Investment Management
Illinois
– -$253K -1,977 Closed
FWP
238
Firethorn Wealth Partners
Georgia
– -$226K -1,768 Closed
TSS
239
Two Sigma Securities
New York
– -$222K -1,733 Closed
LNC
240
Lincoln National Corp
Pennsylvania
– -$201K -1,573 Closed
ODG
241
O'Dell Group
Ohio
– -$102K -796 Closed
GG
242
Greenwood Gearhart
Arkansas
– -$60.8K -475 Closed
Citigroup
243
Citigroup
New York
– -$33.8K -264 Closed
LF
244
Lee Financial
Texas
– -$17K -133 Closed
NFA
245
Northwest Financial Advisors
Virginia
– -$13.6K -106 Closed
6 7 8 9
10

FXL Hedge Fund Activity: Q1 2024 in Review

229 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Technology AlphaDEX Fund (FXL) for Q1 2024, worth a combined $801M — down 11% from $898M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FXL positions and 15 closed out — a net gain of 9 holders — while 53 added to existing stakes and 87 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.71M. The largest seller was Morgan Stanley, cutting an estimated $121M.

  • 229 institutional investors held First Trust Technology AlphaDEX Fund (FXL) as of Q1 2024, up from 223 in Q4 2023.
  • Funds reported $801M of First Trust Technology AlphaDEX Fund stock for Q1 2024, down 11% quarter-over-quarter.
  • 24 funds opened new First Trust Technology AlphaDEX Fund positions in Q1 2024 and 15 closed out, a net change of +9 holders.
  • The largest First Trust Technology AlphaDEX Fund buyer in Q1 2024 was Wells Fargo, an estimated $6.71M added.
  • The largest First Trust Technology AlphaDEX Fund seller in Q1 2024 was Morgan Stanley, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2024.