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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

204 hedge funds and large institutions have $650M invested in First Trust Technology AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 67 reducing their positions, and 14 closing their positions.

Holders
204
Holders Change
+4
Holders Change %
+2%
% of All Funds
3.25%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
21
Increased
47
Reduced
67
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$12M
2
VWM
2
Valley Wealth Managers
New Jersey
$7.76M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$11.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.38M
5
NA
5
NewEdge Advisors
Louisiana
$6.72M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$94.4M
2
CAS
2
Coppell Advisory Solutions
Texas
$8.61K
3
FEG
3
Financial Enhancement Group
Indiana
$269K
4
Truist Financial
4
Truist Financial
North Carolina
$11.9M
5
Wells Fargo
5
Wells Fargo
California
$76.4M
Name Market Value Shares Shares
Change 		Shares
Change %
KIG
26
Kowal Investment Group
Wisconsin
$5.97M 53,695 -633 -1%
DADC
27
D.A. Davidson & Co
Montana
$5.58M 50,231 -259 -0.5%
Citadel Advisors
28
Citadel Advisors
Florida
$5.38M 48,422 +42,957 +786%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$4.67M 41,998 +7,785 +23%
CA
30
Cetera Advisors
Colorado
$4.43M 39,890 +4,874 +14%
TWM
31
Triton Wealth Management
Arizona
$4.31M 39,005 -9,737 -20%
SFG
32
Socha Financial Group
New York
$4.04M 36,377 -212 -0.6%
AWM
33
AE Wealth Management
Kansas
$4.01M 36,038 +383 +1%
KPWS
34
Kestra Private Wealth Services
Texas
$3.49M 31,406 +7,794 +33%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$3.02M 27,191 -4,048 -13%
SPWM
36
Schrum Private Wealth Management
Florida
$2.71M 24,402 – –
SB
37
Strategic Blueprint
Georgia
$2.6M 23,356 +8,791 +60%
SWM
38
Spire Wealth Management
Virginia
$2.52M 22,631 -506 -2%
IWM
39
IHT Wealth Management
Illinois
$2.45M 22,014 -320 -1%
US Bancorp
40
US Bancorp
Minnesota
$2M 17,972 -1,515 -8%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$1.92M 17,286 +2,033 +13%
MIM
42
MTM Investment Management
South Carolina
$1.83M 16,476 – –
SI
43
Stephens Inc
Arkansas
$1.81M 16,265 -389 -2%
CA
44
CoreCap Advisors
Michigan
$1.76M 15,869 -2,743 -15%
PPWM
45
Paragon Private Wealth Management
Kentucky
$1.62M 14,561 -525 -3%
LSA
46
L & S Advisors
California
$1.6M 14,385 +6,523 +83%
SAM
47
SignalPoint Asset Management
Missouri
$1.55M 13,954 -182 -1%
HighTower Advisors
48
HighTower Advisors
Illinois
$1.53M 13,727 -44 -0.3%
PAG
49
Private Advisor Group
New Jersey
$1.47M 13,242 +23 +0.2%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$1.41M 12,663 +4,818 +61%
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