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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

226 hedge funds and large institutions have $800M invested in First Trust Technology AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 87 reducing their positions, and 15 closing their positions.

Holders
226
Holders Change
+6
Holders Change %
+2.73%
% of All Funds
3.28%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
24
Increased
52
Reduced
87
Closed
15
Calls
$688K
Puts
–
Net Calls
+$688K
Net Calls Change
+$688K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$99.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.32M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.98M
4
BTWM
4
Brass Tax Wealth Management
Ohio
$4.38M
5
UBS Group
5
UBS Group
Switzerland
$28.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$117M
2
RJA
2
Raymond James & Associates
Florida
$32.9M
3
LPL Financial
3
LPL Financial
California
$57.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
GCA
5
Genesee Capital Advisors
New York
$16.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$6.32M 46,882 +45,091 +2,518%
DADC
27
D.A. Davidson & Co
Montana
$6.22M 46,129 -1,265 -3%
CA
28
Cetera Advisors
Colorado
$5.85M 43,406 +2,515 +6%
KPWS
29
Kestra Private Wealth Services
Texas
$5.6M 41,510 +9,436 +29%
SFG
30
Socha Financial Group
New York
$4.8M 35,632 -272 -0.8%
IWM
31
IHT Wealth Management
Illinois
$4.66M 34,548 -189 -0.5%
BTWM
32
Brass Tax Wealth Management
Ohio
$4.38M 32,452 +32,452 New
TWM
33
Triton Wealth Management
Arizona
$4.3M 33,790 -3,885 -10%
IPW
34
IronBridge Private Wealth
Texas
$4.16M 30,882 +1,148 +4%
SB
35
Strategic Blueprint
Georgia
$3.75M 27,796 +2,102 +8%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$3.5M 25,934 +11,654 +82%
SPWM
37
Schrum Private Wealth Management
Florida
$3.17M 23,544 +3,022 +15%
VWM
38
Valley Wealth Managers
New Jersey
$3.07M 22,776 +17 +0.1%
AAS
39
Avantax Advisory Services
Texas
$3.01M 22,344 +7,108 +47%
WA
40
Win Advisors
Florida
$2.96M 21,989 +21,989 New
SWM
41
Spire Wealth Management
Virginia
$2.94M 21,773 – –
NA
42
Navellier & Associates
Nevada
$2.78M 20,648 -10,844 -34%
US Bancorp
43
US Bancorp
Minnesota
$2.43M 18,055 +172 +1%
CIA
44
Concurrent Investment Advisors
Florida
$2.3M 17,057 -10,673 -38%
KAS
45
Kestra Advisory Services
Texas
$2.21M 16,356 +1,436 +10%
MIM
46
MTM Investment Management
South Carolina
$2.2M 16,342 -85 -0.5%
SI
47
Stephens Inc
Arkansas
$2.19M 16,260 -5 -0%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$2.19M 16,237 -256 -2%
LSA
49
L & S Advisors
California
$2.17M 16,121 +44 +0.3%
CA
50
CoreCap Advisors
Michigan
$2.14M 15,847 -42 -0.3%
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