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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

220 hedge funds and large institutions have $897M invested in First Trust Technology AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 69 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+16
Holders Change %
+7.84%
% of All Funds
3.23%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
31
Increased
61
Reduced
69
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$228M
2
RJA
2
Raymond James & Associates
Florida
$38.2M
3
Truist Financial
3
Truist Financial
North Carolina
$20.8M
4
LPL Financial
4
LPL Financial
California
$60.1M
5
NA
5
Navellier & Associates
Nevada
$4.03M

Top Sellers

1
VWM
1
Valley Wealth Managers
New Jersey
$2.91M
2
Citadel Advisors
2
Citadel Advisors
Florida
$229K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$7.51M
4
UBS Group
4
UBS Group
Switzerland
$23.6M
5
VCM
5
Virtue Capital Management
Tennessee
$6.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
CoreCap Advisors
Michigan
$2.03M +$2.56K +20 +0.1%
AAS
52
Avantax Advisory Services
Texas
$1.95M +$1.67M +13,052 +598%
KAS
53
Kestra Advisory Services
Texas
$1.91M +$517K +4,033 +37%
PPWM
54
Paragon Private Wealth Management
Kentucky
$1.88M +$19K +148 +1%
PAG
55
Private Advisor Group
New Jersey
$1.88M +$186K +1,455 +11%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$1.83M +$207K +1,617 +13%
HighTower Advisors
57
HighTower Advisors
Illinois
$1.8M +$39K +304 +2%
SAM
58
SignalPoint Asset Management
Missouri
$1.79M -$1.92K -15 -0.1%
AWA
59
Arkadios Wealth Advisors
Georgia
$1.61M +$3.84K +30 +0.2%
TSW
60
Three Seasons Wealth
Utah
$1.55M -$2.43K -19 -0.2%
NPFS
61
Novak & Powell Financial Services
Florida
$1.48M +$1.48M +11,544 New
PFA
62
Plotkin Financial Advisors
Maryland
$1.42M -$6.66K -52 -0.5%
AFP
63
Ausdal Financial Partners
Iowa
$1.38M +$12.4K +97 +0.9%
HI
64
Harbour Investments
Wisconsin
$1.36M -$82.2K -642 -6%
KeyBank National Association
65
KeyBank National Association
Ohio
$1.36M – – –
AAP
66
Arax Advisory Partners
Colorado
$1.33M +$1.41K +11 +0.1%
CAN
67
Cetera Advisor Networks
California
$1.26M -$64.8K -506 -5%
CCFM
68
Clear Creek Financial Management
Washington
$1.22M -$96.6K -754 -7%
IA
69
IFP Advisors
Florida
$1.16M -$107K -839 -8%
AWS
70
Atria Wealth Solutions
New York
$1.13M +$11.8K +92 +1%
TA
71
TFG Advisers
Michigan
$1.07M +$15.2K +119 +1%
BRWA
72
B. Riley Wealth Advisors
Florida
$1.06M -$77.4K -604 -7%
SWP
73
Stratos Wealth Partners
Ohio
$1.04M +$83.4K +651 +9%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$1.01M -$17.3K -135 -2%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$987K -$17.2K -134 -2%
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3
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