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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

200 hedge funds and large institutions have $661M invested in First Trust Technology AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+3
Holders Change %
+1.52%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
28
Increased
43
Reduced
68
Closed
24
Calls
–
Puts
$294K
Net Calls
-$294K
Net Calls Change
-$294K

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$16.2M
2
CAS
2
Coppell Advisory Solutions
Texas
$6.01M
3
RW
3
RVW Wealth
California
$17.7M
4
UBS Group
4
UBS Group
Switzerland
$25.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$103M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.8M
2
WEG
2
World Equity Group
Illinois
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14.7M
4
NA
4
Navellier & Associates
Nevada
$0
5
Wells Fargo
5
Wells Fargo
California
$81.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
26
Financial Enhancement Group
Indiana
$5.12M +$5.81K +50 +0.1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$4.61M -$1.46M -12,666 -24%
SFG
28
Socha Financial Group
New York
$4.21M +$89.7K +780 +2%
AWM
29
AE Wealth Management
Kansas
$4.1M +$3.08M +26,807 +303%
CA
30
Cetera Advisors
Colorado
$4.03M +$648K +5,635 +19%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$3.94M -$1.28M -11,170 -25%
NA
32
NewEdge Advisors
Louisiana
$3.74M +$639K +5,557 +21%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$3.59M +$582K +5,057 +19%
Goldman Sachs
34
Goldman Sachs
New York
$3.41M -$302K -2,627 -8%
SPWM
35
Schrum Private Wealth Management
Florida
$2.81M – – –
KPWS
36
Kestra Private Wealth Services
Texas
$2.72M +$2.15M +18,728 +383%
SWM
37
Spire Wealth Management
Virginia
$2.66M – – –
IWM
38
IHT Wealth Management
Illinois
$2.57M -$1.67M -14,519 -39%
US Bancorp
39
US Bancorp
Minnesota
$2.24M -$12.2K -106 -0.5%
CA
40
CoreCap Advisors
Michigan
$2.14M +$2.14M +18,612 New
SI
41
Stephens Inc
Arkansas
$1.92M -$4.72K -41 -0.2%
MIM
42
MTM Investment Management
South Carolina
$1.9M -$44.4K -386 -2%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$1.75M -$42.1K -366 -2%
AWA
44
Arkadios Wealth Advisors
Georgia
$1.74M -$22K -191 -1%
PPWM
45
Paragon Private Wealth Management
Kentucky
$1.74M -$33K -287 -2%
AWM
46
Apollon Wealth Management
South Carolina
$1.72M +$825K +7,169 +92%
SB
47
Strategic Blueprint
Georgia
$1.68M +$1.07M +9,332 +178%
SAM
48
SignalPoint Asset Management
Missouri
$1.63M -$8.63K -75 -0.5%
HighTower Advisors
49
HighTower Advisors
Illinois
$1.59M -$160K -1,393 -9%
PAG
50
Private Advisor Group
New Jersey
$1.52M -$38.2K -332 -2%
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