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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

200 hedge funds and large institutions have $661M invested in First Trust Technology AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 68 reducing their positions, and 24 closing their positions.

Holders
200
Holders Change
+3
Holders Change %
+1.52%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
28
Increased
43
Reduced
68
Closed
24
Calls
–
Puts
$294K
Net Calls
-$294K
Net Calls Change
-$294K

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$16.2M
2
CAS
2
Coppell Advisory Solutions
Texas
$6.01M
3
RW
3
RVW Wealth
California
$17.7M
4
UBS Group
4
UBS Group
Switzerland
$25.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$103M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.8M
2
WEG
2
World Equity Group
Illinois
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14.7M
4
NA
4
Navellier & Associates
Nevada
$0
5
Wells Fargo
5
Wells Fargo
California
$81.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFM
51
Valley Financial Management
New York
$1.43M +$1.43M +12,456 New
HI
52
Harbour Investments
Wisconsin
$1.36M +$10.9K +95 +0.8%
AWS
53
Atria Wealth Solutions
New York
$1.34M +$157K +1,365 +13%
PFA
54
Plotkin Financial Advisors
Maryland
$1.28M – – –
BRWA
55
B. Riley Wealth Advisors
Florida
$1.25M -$81.2K -706 -6%
AFP
56
Ausdal Financial Partners
Iowa
$1.23M +$40.2K +349 +3%
KeyBank National Association
57
KeyBank National Association
Ohio
$1.22M -$104K -900 -8%
AAP
58
Arax Advisory Partners
Colorado
$1.19M -$21.6K -188 -2%
IA
59
IFP Advisors
Florida
$1.15M -$29.1K -253 -2%
DC
60
Davenport & Co
Virginia
$1.12M +$149K +1,293 +15%
CCFM
61
Clear Creek Financial Management
Washington
$1.06M -$20.4K -177 -2%
KAS
62
Kestra Advisory Services
Texas
$1.05M -$119K -1,038 -10%
CAN
63
Cetera Advisor Networks
California
$1.04M -$91.1K -792 -8%
LFAS
64
Level Four Advisory Services
Texas
$1.03M +$34.5K +300 +3%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$924K +$39.2K +341 +4%
Creative Planning
66
Creative Planning
Kansas
$908K +$135K +1,170 +17%
TA
67
TFG Advisers
Michigan
$906K -$9.89K -86 -1%
LSA
68
L & S Advisors
California
$904K +$618K +5,374 +216%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$903K -$245K -2,134 -21%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$871K -$18.8K -163 -2%
CWA
71
Clarus Wealth Advisors
Arizona
$843K +$145K +1,278 +21%
BFEC
72
Benjamin F. Edwards & Company
Missouri
$822K – – –
KNW
73
Kesler Norman & Wride
Utah
$814K -$15.5K -135 -2%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$810K -$36.2K -315 -4%
EH
75
Equitable Holdings
New York
$779K +$552K +4,800 +243%
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3
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