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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

226 hedge funds and large institutions have $683M 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, 93 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-30
Holders Change %
-11.72%
% of All Funds
3.07%
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
93
Closed
33
Calls
–
Puts
$661K
Net Calls
-$661K
Net Calls Change
+$4.55M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$12.2M
2
CI
CX Institutional
Indiana
+$5.95M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.53M
4
CPIG
Chicago Partners Investment Group
Illinois
+$3.64M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$3.63M

Top Sellers

1
RW
RVW Wealth
California
-$15.8M
2
IAA
Independent Advisor Alliance
North Carolina
-$11.7M
3
Morgan Stanley
Morgan Stanley
New York
-$11.6M
4
NA
NewEdge Advisors
Louisiana
-$7.73M
5
VCM
Virtue Capital Management
Tennessee
-$5.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
226
Valley National Advisers
Pennsylvania
$1K – – –
DFA
227
DHJJ Financial Advisors
Illinois
$926 – – –
IAA
228
Independent Advisor Alliance
North Carolina
– -$11.7M -78,957 Closed
NA
229
Navellier & Associates
Nevada
– -$3.33M -22,446 Closed
EFP
230
Elser Financial Planning
Indiana
– -$1.05M -7,087 Closed
Northern Trust
231
Northern Trust
Illinois
– -$634K -4,265 Closed
WIA
232
World Investment Advisors
California
– -$514K -3,460 Closed
AF
233
Apollon Financial
South Carolina
– -$465K -3,130 Closed
SWA
234
Stratos Wealth Advisors
Ohio
– -$324K -2,180 Closed
CA
235
Claro Advisors
Massachusetts
– -$321K -2,162 Closed
TC
236
TownSquare Capital
Utah
– -$260K -1,751 Closed
SAM
237
Secure Asset Management
Michigan
– -$256K -1,722 Closed
CF
238
Convergence Financial
Missouri
– -$241K -1,621 Closed
Fisher Asset Management
239
Fisher Asset Management
Washington
– -$226K -1,520 Closed
QPW
240
Quantum Private Wealth
Florida
– -$223K -1,500 Closed
IPW
241
Impact Partnership Wealth
Georgia
– -$223K -1,500 Closed
KWM
242
Kingsview Wealth Management
Oregon
– -$217K -1,459 Closed
CWS
243
Cypress Wealth Services
California
– -$216K -1,456 Closed
WMA
244
Wealth Management Associates
New Jersey
– -$216K -1,453 Closed
RG
245
Rathbones Group
United Kingdom
– -$213K -1,436 Closed
OBWG
246
Onyx Bridge Wealth Group
New York
– -$212K -1,429 Closed
SA
247
Sovran Advisors
California
– -$212K -1,420 Closed
AFG
248
ABLE Financial Group
Arizona
– -$206K -1,389 Closed
CFGS
249
Concourse Financial Group Securities
Alabama
– -$212K -1,345 Closed
DWA
250
Delos Wealth Advisors
Texas
– -$186K -1,254 Closed
7 8 9
10
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