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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

256 hedge funds and large institutions have $825M invested in First Trust Technology AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 54 increasing their positions, 77 reducing their positions, and 10 closing their positions.

Holders
256
Holders Change
+25
Holders Change %
+10.82%
% of All Funds
3.41%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
42
Increased
54
Reduced
77
Closed
10
Calls
$743K
Puts
$5.96M
Net Calls
-$5.21M
Net Calls Change
-$5.1M

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$11.7M
2
LPL Financial
2
LPL Financial
California
$73.2M
3
NA
3
Navellier & Associates
Nevada
$3.33M
4
Goldman Sachs
4
Goldman Sachs
New York
$5.09M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.32M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$89.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$117M
3
Jane Street
3
Jane Street
New York
$1.62M
4
FEG
4
Financial Enhancement Group
Indiana
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.24M
Name Market Value Shares Shares
Change 		Shares
Change %
SB
26
Strategic Blueprint
Georgia
$5.11M 34,372 +1,368 +4%
Goldman Sachs
27
Goldman Sachs
New York
$5.09M 34,249 +17,060 +99%
TWM
28
Triton Wealth Management
Arizona
$5.04M 34,106 -372 -1%
KPWS
29
Kestra Private Wealth Services
Texas
$4.99M 33,570 -5,216 -13%
IWM
30
IHT Wealth Management
Illinois
$4.85M 32,617 -237 -0.7%
BTWM
31
Brass Tax Wealth Management
Ohio
$4.7M 31,668 -218 -0.7%
AAS
32
Avantax Advisory Services
Texas
$4.25M 28,589 -272 -0.9%
SFG
33
Socha Financial Group
New York
$4.06M 27,305 -9,146 -25%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$3.76M 25,300 -330 -1%
SPWM
35
Schrum Private Wealth Management
Florida
$3.35M 22,574 -18,470 -45%
NA
36
Navellier & Associates
Nevada
$3.33M 22,446 +22,446 New
SWM
37
Spire Wealth Management
Virginia
$3.09M 20,803 -970 -4%
KAS
38
Kestra Advisory Services
Texas
$2.95M 19,863 +3,638 +22%
US Bancorp
39
US Bancorp
Minnesota
$2.91M 19,601 +162 +0.8%
CIA
40
Concurrent Investment Advisors
Florida
$2.84M 19,139 -259 -1%
WWA
41
Wealth Watch Advisors
Colorado
$2.8M 18,862 +18,862 New
PWS
42
Proactive Wealth Strategies
Georgia
$2.48M 16,690 -255 -2%
SI
43
Stephens Inc
Arkansas
$2.43M 16,372 +112 +0.7%
LSA
44
L & S Advisors
California
$2.3M 15,454 +158 +1%
CA
45
CoreCap Advisors
Michigan
$2.25M 15,149 -229 -1%
BAS
46
Brueske Advisory Services
Washington
$2.24M 15,106 +15,106 New
MIM
47
MTM Investment Management
South Carolina
$2.22M 14,971 -275 -2%
PPWM
48
Paragon Private Wealth Management
Kentucky
$2.21M 14,863 +575 +4%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$2.03M 13,637 -3,147 -19%
SAM
50
SignalPoint Asset Management
Missouri
$1.92M 12,937 – –
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