FXL icon

First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

226 hedge funds and large institutions have $683M invested in First Trust Technology AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 93 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-30
Holders Change %
-11.72%
% of All Funds
3.07%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
13
Increased
37
Reduced
93
Closed
33
Calls
–
Puts
$661K
Net Calls
-$661K
Net Calls Change
+$4.55M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$13.2M
2
CI
CX Institutional
Indiana
$5.95M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.63M
4
CPIG
Chicago Partners Investment Group
Illinois
$3.94M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$4.58M

Top Sellers

1
RW
RVW Wealth
California
$10.4M
2
IAA
Independent Advisor Alliance
North Carolina
$0
3
Morgan Stanley
Morgan Stanley
New York
$93M
4
NA
NewEdge Advisors
Louisiana
$3.15M
5
VCM
Virtue Capital Management
Tennessee
$242K
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
26
Strategic Blueprint
Georgia
$4.89M +$344K +2,599 +8%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$4.58M +$3.63M +27,423 +381%
IWM
28
IHT Wealth Management
Illinois
$4.43M -$6.8K -50 -0.2%
KPWS
29
Kestra Private Wealth Services
Texas
$4.16M -$276K -2,088 -6%
BTWM
30
Brass Tax Wealth Management
Ohio
$4.03M -$154K -1,162 -4%
CPIG
31
Chicago Partners Investment Group
Illinois
$3.94M +$3.64M +26,098 +1,217%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$3.29M -$60.3K -456 -2%
NA
33
NewEdge Advisors
Louisiana
$3.15M -$7.73M -58,423 -71%
AAS
34
Avantax Advisory Services
Texas
$3.02M -$759K -5,738 -20%
SPWM
35
Schrum Private Wealth Management
Florida
$2.97M -$19.8K -150 -0.7%
WA
36
Win Advisors
Florida
$2.93M +$2.93M +22,118 New
Goldman Sachs
37
Goldman Sachs
New York
$2.83M -$1.7M -12,839 -37%
SWM
38
Spire Wealth Management
Virginia
$2.73M -$19.8K -150 -0.7%
KAS
39
Kestra Advisory Services
Texas
$2.7M +$73.9K +559 +3%
US Bancorp
40
US Bancorp
Minnesota
$2.69M +$96.3K +728 +4%
SFG
41
Socha Financial Group
New York
$2.46M -$1.15M -8,681 -32%
WWA
42
Wealth Watch Advisors
Colorado
$2.25M -$240K -1,814 -10%
PWS
43
Proactive Wealth Strategies
Georgia
$2.15M -$56.6K -428 -3%
SI
44
Stephens Inc
Arkansas
$2.15M -$14.8K -112 -0.7%
MML Investors Services
45
MML Investors Services
Massachusetts
$2.03M +$1.16M +8,782 +134%
BAS
46
Brueske Advisory Services
Washington
$1.99M -$3.31K -25 -0.2%
MIM
47
MTM Investment Management
South Carolina
$1.99M – – –
CA
48
CoreCap Advisors
Michigan
$1.94M -$66.5K -503 -3%
LSA
49
L & S Advisors
California
$1.8M -$242K -1,831 -12%
Jane Street
50
Jane Street
New York
$1.74M +$294K +2,220 +20%
1
2
3 4 5