FXL icon

First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

256 hedge funds and large institutions have $825M invested in First Trust Technology AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 54 increasing their positions, 77 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+25
Holders Change %
+10.82%
% of All Funds
3.41%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
42
Increased
54
Reduced
77
Closed
10
Calls
$743K
Puts
$5.96M
Net Calls
-$5.21M
Net Calls Change
-$5.1M

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$11.7M
2
LPL Financial
2
LPL Financial
California
$73.2M
3
NA
3
Navellier & Associates
Nevada
$3.33M
4
Goldman Sachs
4
Goldman Sachs
New York
$5.09M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.32M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$89.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$117M
3
Jane Street
3
Jane Street
New York
$1.62M
4
FEG
4
Financial Enhancement Group
Indiana
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
226
Wintrust Investments
Illinois
$21K – – –
LFA
227
Legend Financial Advisors
Pennsylvania
$19.8K – – –
T
228
Tidemark
California
$19.1K +$148 +1 +0.8%
CWM
229
Copia Wealth Management
Oregon
$18.6K +$18.6K +125 New
BWL
230
Bogart Wealth LLC
Virginia
$16.2K – – –
PSFG
231
Park Square Financial Group
Georgia
$14.9K +$14.9K +100 New
TFA
232
Transamerica Financial Advisors
Florida
$13K -$453 -3 -3%
OSAM
233
O'Shaughnessy Asset Management
Connecticut
$11.9K +$11.9K +80 New
CWM
234
CarsonAllaria Wealth Management
Illinois
$11.1K +$149 +1 +1%
GWSG
235
GPS Wealth Strategies Group
Colorado
$10.4K – – –
CA
236
Continuum Advisory
Idaho
$10.4K – – –
AssetMark Inc
237
AssetMark Inc
California
$10.3K – – –
OLVIG
238
Oliver Lagore Vanvalin Investment Group
Michigan
$9.95K – – –
CIAS
239
Capital Investment Advisory Services
North Carolina
$9.9K -$3.69K -25 -27%
Qube Research & Technologies (QRT)
240
Qube Research & Technologies (QRT)
United Kingdom
$9.8K -$2.08K -14 -18%
SAM
241
Synergy Asset Management
Washington
$9.43K +$9.43K +68 New
FFA
242
Founders Financial Alliance
North Carolina
$8.7K – – –
GSWM
243
Golden State Wealth Management
California
$7.43K +$7.43K +50 New
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$7.28K -$490K -3,301 -99%
TAM
245
Tucker Asset Management
Colorado
$6.39K – – –
SFG
246
Stonebridge Financial Group
Pennsylvania
$6.24K +$6.24K +42 New
VWA
247
Valued Wealth Advisors
Utah
$5.05K – – –
HNB
248
Huntington National Bank
Ohio
$4.16K -$77.6K – –
EAM
249
Eukles Asset Management
Ohio
$3.71K +$297 +2 +9%
ACA
250
Aptus Capital Advisors
Alabama
$3.42K – – –
7 8 9
10
11