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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

220 hedge funds and large institutions have $897M invested in First Trust Technology AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 69 reducing their positions, and 14 closing their positions.

Holders
220
Holders Change
+16
Holders Change %
+7.84%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
31
Increased
61
Reduced
69
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$228M
2
RJA
2
Raymond James & Associates
Florida
$38.2M
3
Truist Financial
3
Truist Financial
North Carolina
$20.8M
4
LPL Financial
4
LPL Financial
California
$60.1M
5
NA
5
Navellier & Associates
Nevada
$4.03M

Top Sellers

1
VWM
1
Valley Wealth Managers
New Jersey
$2.91M
2
Citadel Advisors
2
Citadel Advisors
Florida
$229K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$7.51M
4
UBS Group
4
UBS Group
Switzerland
$23.6M
5
VCM
5
Virtue Capital Management
Tennessee
$6.22M
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$6.07M 47,394 -2,837 -6%
CA
27
Cetera Advisors
Colorado
$5.24M 40,891 +1,001 +3%
TWM
28
Triton Wealth Management
Arizona
$4.61M 37,675 -1,330 -3%
SFG
29
Socha Financial Group
New York
$4.6M 35,904 -473 -1%
IWM
30
IHT Wealth Management
Illinois
$4.45M 34,737 +12,723 +58%
KPWS
31
Kestra Private Wealth Services
Texas
$4.11M 32,074 +668 +2%
NA
32
Navellier & Associates
Nevada
$4.03M 31,492 +31,492 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$3.9M 30,462 -11,536 -27%
IPW
34
IronBridge Private Wealth
Texas
$3.81M 29,734 +29,734 New
Goldman Sachs
35
Goldman Sachs
New York
$3.7M 28,910 +21,280 +279%
CIA
36
Concurrent Investment Advisors
Florida
$3.55M 27,730 +27,730 New
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$3.45M 26,914 -277 -1%
CAS
38
Coppell Advisory Solutions
Texas
$3.43M 26,768 +26,674 +28,377%
SB
39
Strategic Blueprint
Georgia
$3.29M 25,694 +2,338 +10%
VWM
40
Valley Wealth Managers
New Jersey
$2.91M 22,759 -47,057 -67%
Jane Street
41
Jane Street
New York
$2.87M 22,407 +16,167 +259%
SWM
42
Spire Wealth Management
Virginia
$2.85M 21,773 -858 -4%
AWM
43
AE Wealth Management
Kansas
$2.77M 21,054 -14,984 -42%
SPWM
44
Schrum Private Wealth Management
Florida
$2.63M 20,522 -3,880 -16%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$2.47M 19,300 +10,700 +124%
US Bancorp
46
US Bancorp
Minnesota
$2.29M 17,883 -89 -0.5%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$2.11M 16,493 -793 -5%
MIM
48
MTM Investment Management
South Carolina
$2.1M 16,427 -49 -0.3%
SI
49
Stephens Inc
Arkansas
$2.08M 16,265 – –
LSA
50
L & S Advisors
California
$2.06M 16,077 +1,692 +12%
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