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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

246 hedge funds and large institutions have $792M invested in First Trust Technology AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 35 increasing their positions, 96 reducing their positions, and 16 closing their positions.

Holders
246
Holders Change
+20
Holders Change %
+8.85%
% of All Funds
3.3%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
42
Increased
35
Reduced
96
Closed
16
Calls
$378K
Puts
–
Net Calls
+$378K
Net Calls Change
+$1.04M

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$26.6M
2
LPL Financial
2
LPL Financial
California
$84.7M
3
TWM
3
Triton Wealth Management
Arizona
$5.24M
4
Morgan Stanley
4
Morgan Stanley
New York
$113M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.11M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$83M
2
Creative Planning
2
Creative Planning
Kansas
$7.96M
3
CI
3
CX Institutional
Indiana
$178K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$20M
5
SWM
5
Spire Wealth Management
Virginia
$98.5K
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$1.83M 11,633 -2 -0%
PFA
52
Plotkin Financial Advisors
Maryland
$1.75M 11,118 – –
PPWM
53
Paragon Private Wealth Management
Kentucky
$1.73M 11,003 -937 -8%
NPFS
54
Novak & Powell Financial Services
Florida
$1.59M 10,092 -80 -0.8%
AWA
55
Arkadios Wealth Advisors
Georgia
$1.56M 9,937 +535 +6%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$1.55M 9,986 +1,194 +14%
AAP
57
Arax Advisory Partners
Colorado
$1.54M 9,803 +577 +6%
TA
58
TFG Advisers
Michigan
$1.46M 9,291 -46 -0.5%
TSW
59
Three Seasons Wealth
Utah
$1.46M 9,278 -696 -7%
BEI
60
Benjamin Edwards Inc
Missouri
$1.41M 8,952 +1,139 +15%
TSMHT
61
Thurston Springer Miller Herd & Titak
Indiana
$1.41M 8,950 -626 -7%
IA
62
IFP Advisors
Florida
$1.37M 8,697 -154 -2%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$1.29M 8,180 +492 +6%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$1.23M 7,804 -495 -6%
CCFM
65
Clear Creek Financial Management
Washington
$1.2M 7,624 -718 -9%
RPGK
66
Retirement Planning Group (Kansas)
Kansas
$1.19M 7,557 +4,427 +141%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$1.12M 7,138 -233 -3%
ATPW
68
Ashton Thomas Private Wealth
Arizona
$1.12M 7,132 -125 -2%
RA
69
RFG Advisory
Alabama
$1.1M 6,986 -103 -1%
FFN
70
Focus Financial Network
Minnesota
$1.1M 6,979 +699 +11%
AWM
71
Apollon Wealth Management
South Carolina
$1.07M 6,826 -238 -3%
SWP
72
Stratos Wealth Partners
Ohio
$1.03M 6,554 -127 -2%
PFS
73
Prospera Financial Services
Texas
$986K 6,261 +189 +3%
EH
74
Equitable Holdings
New York
$959K 6,096 – –
KNW
75
Kesler Norman & Wride
Utah
$948K 6,022 -132 -2%
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3
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