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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

202 hedge funds and large institutions have $1.79B invested in First Trust Technology AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+18
Holders Change %
+9.78%
% of All Funds
3.99%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
42
Increased
66
Reduced
70
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$17.6M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$608M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$63.4M
4
AG
4
Advisor Group
Arizona
$19.4M
5
GA
5
Gateway Advisory
New Jersey
$7.38M

Top Sellers

1
TIM
1
Total Investment Management
Arizona
$0
2
FEM
2
Fulcrum Equity Management
Texas
$15.2M
3
NA
3
Navellier & Associates
Nevada
$12.4M
4
GM
4
GeoWealth Management
Illinois
$0
5
CS
5
Credit Suisse
Switzerland
$625K
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$10.3M +$207K +2,848 +2%
NA
27
NewEdge Advisors
Louisiana
$9.49M -$95.9K -1,321 -1%
BFEC
28
Benjamin F. Edwards & Company
Missouri
$8.74M +$59.7K +823 +0.7%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$7.89M +$524K +7,903 +7%
FI
30
FormulaFolio Investments
Michigan
$7.68M +$1.43M +19,731 +23%
GA
31
Gateway Advisory
New Jersey
$7.38M +$3.76M +51,869 +104%
ODG
32
O'Dell Group
Ohio
$7.22M +$375K +5,173 +5%
ASN
33
Advisory Services Network
Georgia
$5.76M +$218K +3,004 +4%
AA
34
Advisory Alpha
Michigan
$3.78M +$285K +3,779 +8%
SAM
35
Secure Asset Management
Michigan
$3.46M +$3.46M +47,620 New
PFA
36
Plotkin Financial Advisors
Maryland
$3.35M +$3.35M +46,213 New
SPC
37
Sigma Planning Corp
Michigan
$3.32M +$968K +13,333 +41%
IAA
38
Independent Advisor Alliance
North Carolina
$3.21M +$3.21M +44,174 New
IA
39
IFP Advisors
Florida
$3.12M -$342K -4,681 -10%
WI
40
Wintrust Investments
Illinois
$3.12M +$590K +8,126 +23%
GFPC
41
Global Financial Private Capital
Florida
$3.03M -$904K -12,459 -23%
AI
42
Atria Investments
North Carolina
$2.91M -$55.3K -762 -2%
HighTower Advisors
43
HighTower Advisors
Illinois
$2.88M -$106K -1,466 -4%
OC
44
Oppenheimer & Co
New York
$2.65M +$425K +5,853 +19%
AP
45
Atwood & Palmer
Missouri
$2.55M -$8.34K -115 -0.3%
AAS
46
Avantax Advisory Services
Texas
$2.52M +$2.52M +34,655 New
PAG
47
Private Advisor Group
New Jersey
$2.5M +$1.28M +17,653 +105%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$2.43M +$362K +4,987 +18%
MWM
49
MinichMacGregor Wealth Management
New York
$2.42M +$144K +1,990 +6%
IWM
50
IHT Wealth Management
Illinois
$2.42M -$26.1K -360 -1%
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