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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

231 hedge funds and large institutions have $774M invested in First Trust Technology AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 82 reducing their positions, and 19 closing their positions.

Holders
231
Holders Change
–
Holders Change %
0%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
51
Reduced
82
Closed
19
Calls
$860K
Puts
$971K
Net Calls
-$111K
Net Calls Change
+$175K

Top Buyers

1
FEG
1
Financial Enhancement Group
Indiana
$4.38M
2
Jane Street
2
Jane Street
New York
$6.2M
3
SPWM
3
Schrum Private Wealth Management
Florida
$5.69M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.38M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.43M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
IPW
2
IronBridge Private Wealth
Texas
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$9.95M
4
NA
4
Navellier & Associates
Nevada
$0
5
MCM
5
MAI Capital Management
Ohio
$11.6M
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$6.17M 44,512 -206 -0.5%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$5.85M 42,203 -4,170 -9%
SPWM
28
Schrum Private Wealth Management
Florida
$5.69M 41,044 +17,500 +74%
KPWS
29
Kestra Private Wealth Services
Texas
$5.38M 38,786 -4,520 -10%
SFG
30
Socha Financial Group
New York
$5.05M 36,451 +1,227 +3%
IWM
31
IHT Wealth Management
Illinois
$4.72M 32,854 -1,535 -4%
TWM
32
Triton Wealth Management
Arizona
$4.7M 34,478 +958 +3%
SB
33
Strategic Blueprint
Georgia
$4.58M 33,004 +4,731 +17%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$4.43M 31,920 +15,313 +92%
BTWM
35
Brass Tax Wealth Management
Ohio
$4.42M 31,886 -366 -1%
FEG
36
Financial Enhancement Group
Indiana
$4.38M 44,016 +44,016 New
AAS
37
Avantax Advisory Services
Texas
$4M 28,861 +2,102 +8%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$3.55M 25,630 -88 -0.3%
SWM
39
Spire Wealth Management
Virginia
$3.02M 21,773 – –
US Bancorp
40
US Bancorp
Minnesota
$2.7M 19,439 +447 +2%
CIA
41
Concurrent Investment Advisors
Florida
$2.69M 19,398 +1,148 +6%
Goldman Sachs
42
Goldman Sachs
New York
$2.38M 17,189 +17,189 New
PWS
43
Proactive Wealth Strategies
Georgia
$2.35M 16,945 +16,945 New
Baird Financial Group
44
Baird Financial Group
Wisconsin
$2.33M 16,784 +2,345 +16%
SI
45
Stephens Inc
Arkansas
$2.25M 16,260 – –
KAS
46
Kestra Advisory Services
Texas
$2.25M 16,225 -1,018 -6%
CA
47
CoreCap Advisors
Michigan
$2.13M 15,378 -401 -3%
MIM
48
MTM Investment Management
South Carolina
$2.13M 15,246 -1,086 -7%
LSA
49
L & S Advisors
California
$2.12M 15,296 -1,020 -6%
PPWM
50
Paragon Private Wealth Management
Kentucky
$1.98M 14,288 +236 +2%
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