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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

155 hedge funds and large institutions have $1.44B invested in First Trust Technology AlphaDEX Fund in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+17
Holders Change %
+12.32%
% of All Funds
3.56%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
29
Increased
75
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$613M
2
Wells Fargo
Wells Fargo
California
$166M
3
NA
Navellier & Associates
Nevada
$21.5M
4
Bank of America
Bank of America
North Carolina
$54.9M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16.2M

Top Sellers

1
AA
Advisory Alpha
Michigan
$584K
2
LPL Financial
LPL Financial
California
$18.6M
3
Goldman Sachs
Goldman Sachs
New York
$0
4
UBS Group
UBS Group
Switzerland
$50M
5
SAM
Shamrock Asset Management
Texas
$5.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
51
Level Four Advisory Services
Texas
$1.99M +$102K +1,853 +5%
CS
52
Credit Suisse
Switzerland
$1.88M +$763K +13,864 +68%
IWM
53
IHT Wealth Management
Illinois
$1.88M -$90.2K -1,686 -5%
Citadel Advisors
54
Citadel Advisors
Florida
$1.88M +$1.04M +18,959 +125%
DWA
55
Dorsey Wright & Associates
California
$1.86M -$17.4K -317 -0.9%
SI
56
Stephens Inc
Arkansas
$1.67M -$141K -2,560 -8%
DBRC
57
D.B. Root & Company
Pennsylvania
$1.61M -$50.1K -911 -3%
VCM
58
Virtue Capital Management
Tennessee
$1.6M +$279K +5,046 +21%
SFI
59
SPC Financial Inc
Maryland
$1.59M +$104K +1,890 +7%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$1.51M +$28.1K +510 +2%
TRCT
61
Tower Research Capital (TRC)
New York
$1.46M +$252K +4,584 +21%
IA
62
IFP Advisors
Florida
$1.46M – – –
BRF
63
B. Riley Financial
California
$1.39M +$116K +2,106 +9%
OC
64
Oppenheimer & Co
New York
$1.38M -$128K -2,334 -8%
ACM
65
Aviance Capital Management
Florida
$1.22M +$1.21M +21,966 +8,258%
US Bancorp
66
US Bancorp
Minnesota
$1.19M +$126K +2,292 +12%
HighTower Advisors
67
HighTower Advisors
Illinois
$1.19M +$101K +1,842 +9%
JIP
68
Jaffetilchin Investment Partners
Florida
$1.18M +$699K +12,697 +144%
MWM
69
MinichMacGregor Wealth Management
New York
$1.12M -$420K -7,648 -27%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$1.11M +$145K +2,638 +15%
UCFA
71
United Capital Financial Advisors
Texas
$1.07M -$339K -6,169 -24%
WF
72
WealthTrust Fairport
Ohio
$976K +$194K +3,532 +25%
SAM
73
SignalPoint Asset Management
Missouri
$972K -$42.8K -778 -4%
HGWM
74
Harvest Group Wealth Management
Massachusetts
$971K +$15.2K +277 +2%
SG
75
StoneX Group
New York
$922K +$140K +2,545 +18%
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