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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

231 hedge funds and large institutions have $783M invested in First Trust Technology AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 76 reducing their positions, and 15 closing their positions.

Holders
231
Holders Change
+5
Holders Change %
+2.21%
% of All Funds
3.36%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
51
Reduced
76
Closed
15
Calls
$722K
Puts
$1.01M
Net Calls
-$286K
Net Calls Change
-$974K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$37.5M
2
LPL Financial
2
LPL Financial
California
$62.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$122M
4
Jane Street
4
Jane Street
New York
$3.06M
5
NA
5
NewEdge Advisors
Louisiana
$11.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$92M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15M
3
Truist Financial
3
Truist Financial
North Carolina
$14.1M
4
UBS Group
4
UBS Group
Switzerland
$22.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.7M
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$6.09M 44,718 -1,411 -3%
KPWS
27
Kestra Private Wealth Services
Texas
$5.9M 43,306 +1,796 +4%
SFG
28
Socha Financial Group
New York
$4.8M 35,224 -408 -1%
IPW
29
IronBridge Private Wealth
Texas
$4.66M 34,171 +3,289 +11%
TWM
30
Triton Wealth Management
Arizona
$4.64M 33,520 -270 -0.8%
IWM
31
IHT Wealth Management
Illinois
$4.58M 34,389 -159 -0.5%
BTWM
32
Brass Tax Wealth Management
Ohio
$4.39M 32,252 -200 -0.6%
SB
33
Strategic Blueprint
Georgia
$3.85M 28,273 +477 +2%
AAS
34
Avantax Advisory Services
Texas
$3.65M 26,759 +4,415 +20%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$3.5M 25,718 -216 -0.8%
NA
36
Navellier & Associates
Nevada
$3.43M 25,173 +4,525 +22%
SPWM
37
Schrum Private Wealth Management
Florida
$3.21M 23,544 – –
Jane Street
38
Jane Street
New York
$3.06M 22,483 +18,755 +503%
VWM
39
Valley Wealth Managers
New Jersey
$2.98M 21,897 -879 -4%
SWM
40
Spire Wealth Management
Virginia
$2.97M 21,773 – –
US Bancorp
41
US Bancorp
Minnesota
$2.59M 18,992 +937 +5%
CIA
42
Concurrent Investment Advisors
Florida
$2.49M 18,250 +1,193 +7%
KAS
43
Kestra Advisory Services
Texas
$2.35M 17,243 +887 +5%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$2.26M 16,607 +16,607 New
MIM
45
MTM Investment Management
South Carolina
$2.23M 16,332 -10 -0.1%
LSA
46
L & S Advisors
California
$2.22M 16,316 +195 +1%
SI
47
Stephens Inc
Arkansas
$2.22M 16,260 – –
CA
48
CoreCap Advisors
Michigan
$2.15M 15,779 -68 -0.4%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$1.97M 14,439 -1,798 -11%
PAG
50
Private Advisor Group
New Jersey
$1.92M 14,089 -30 -0.2%
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