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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

197 hedge funds and large institutions have $586M invested in First Trust Technology AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 79 reducing their positions, and 14 closing their positions.

Holders
197
Holders Change
+2
Holders Change %
+1.03%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
21
Increased
45
Reduced
79
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCM
1
Virtue Capital Management
Tennessee
$9.36M
2
RW
2
RVW Wealth
California
$11.5M
3
FEG
3
Financial Enhancement Group
Indiana
$4.38M
4
WEG
4
World Equity Group
Illinois
$4.69M
5
NA
5
Navellier & Associates
Nevada
$4.15M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$90.6M
2
UBS Group
2
UBS Group
Switzerland
$19.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$309K
4
LPL Financial
4
LPL Financial
California
$45.4M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$13M
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
51
B. Riley Wealth Advisors
Florida
$1.21M 11,534 -3 -0%
KeyBank National Association
52
KeyBank National Association
Ohio
$1.21M 11,501 -4,708 -29%
PFA
53
Plotkin Financial Advisors
Maryland
$1.17M 11,170 -811 -7%
AAP
54
Arax Advisory Partners
Colorado
$1.11M 10,546 +3 +0%
AFP
55
Ausdal Financial Partners
Iowa
$1.08M 10,305 -1,678 -14%
AWS
56
Atria Wealth Solutions
New York
$1.08M 10,281 +3,333 +48%
KAS
57
Kestra Advisory Services
Texas
$1.07M 10,183 -1,904 -16%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$1.05M 9,979 +324 +3%
CAN
59
Cetera Advisor Networks
California
$1.04M 9,848 +181 +2%
PFA
60
Pinnacle Family Advisors
Missouri
$1.02M 9,680 +9,680 New
PCH
61
PGIM Custom Harvest
New Jersey
$1.02M 9,674 -4,188 -30%
CCFM
62
Clear Creek Financial Management
Washington
$990K 9,407 -123 -1%
MML Investors Services
63
MML Investors Services
Massachusetts
$947K 9,006 -29,121 -76%
AWM
64
AE Wealth Management
Kansas
$931K 8,848 -29 -0.3%
LFAS
65
Level Four Advisory Services
Texas
$910K 8,649 +1,125 +15%
DC
66
Davenport & Co
Virginia
$887K 8,432 +1,851 +28%
TA
67
TFG Advisers
Michigan
$837K 7,958 -86 -1%
AWM
68
Apollon Wealth Management
South Carolina
$822K 7,818 -18 -0.2%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$813K 7,732 +991 +15%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$809K 7,688 +568 +8%
CWA
71
Capital Wealth Alliance
Arizona
$784K 7,476 -3,715 -33%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$774K 7,354 -475 -6%
FEM
73
Fulcrum Equity Management
Texas
$762K 7,247 +7,247 New
KF
74
Krilogy Financial
Missouri
$760K 7,222 -44 -0.6%
KNW
75
Kesler Norman & Wride
Utah
$758K 7,209 -986 -12%
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