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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

163 hedge funds and large institutions have $1.8B invested in First Trust Technology AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 78 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+11
Holders Change %
+7.24%
% of All Funds
3.73%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
24
Increased
78
Reduced
41
Closed
13
Calls
–
Puts
$604K
Net Calls
-$604K
Net Calls Change
-$2K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$210M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$20.3M
3
RJA
3
Raymond James & Associates
Florida
$58.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$21.6M
5
AIM
5
Astor Investment Management
Illinois
$32.9M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$702M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$16.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.56M
4
CWM
4
Cornerstone Wealth Management
Missouri
$42.5M
5
FEG
5
Financial Enhancement Group
Indiana
$6.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
51
Millennium Management
New York
$2.41M +$2.41M +37,904 New
LFAS
52
Level Four Advisory Services
Texas
$2.34M +$22.8K +358 +1%
TRCT
53
Tower Research Capital (TRC)
New York
$2.34M +$1.56M +24,596 +202%
JWS
54
Juncture Wealth Strategies
Arizona
$2.26M +$1.97M +30,971 +666%
MWM
55
MinichMacGregor Wealth Management
New York
$2.25M +$214K +3,388 +10%
IWM
56
IHT Wealth Management
Illinois
$2.19M -$23.5K -370 -1%
AP
57
Atwood & Palmer
Missouri
$2.19M -$309K -4,865 -12%
DWA
58
Dorsey Wright & Associates
California
$2M -$116K -1,818 -5%
PFS
59
Prospera Financial Services
Texas
$1.89M -$677K -11,267 -26%
ACM
60
AlphaStar Capital Management
North Carolina
$1.87M -$663K -10,441 -26%
HA
61
Hays Advisory
Tennessee
$1.85M -$2.31M -36,401 -56%
SFI
62
SPC Financial Inc
Maryland
$1.76M +$131K +2,056 +8%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$1.71M +$10.9K +171 +0.6%
SI
64
Stephens Inc
Arkansas
$1.69M -$54.5K -858 -3%
IA
65
IFP Advisors
Florida
$1.67M -$221K -3,470 -12%
US Bancorp
66
US Bancorp
Minnesota
$1.64M +$39.5K +622 +2%
PGA
67
Premia Global Advisors
Florida
$1.59M -$1.89M -29,800 -54%
BRWM
68
B. Riley Wealth Management
Tennessee
$1.59M +$1.59M +24,956 New
JIP
69
Jaffetilchin Investment Partners
Florida
$1.57M +$246K +3,865 +19%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$1.43M +$161K +2,527 +13%
HighTower Advisors
71
HighTower Advisors
Illinois
$1.39M +$18.6K +292 +1%
OC
72
Oppenheimer & Co
New York
$1.34M +$2.61K +41 +0.2%
BFA
73
Beaumont Financial Advisors
Massachusetts
$1.25M -$912K -14,354 -42%
SAM
74
SignalPoint Asset Management
Missouri
$1.22M -$57.2K -900 -4%
WF
75
WealthTrust Fairport
Ohio
$1.21M +$80K +1,259 +7%
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3
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