FXL icon

First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

231 hedge funds and large institutions have $783M invested in First Trust Technology AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 76 reducing their positions, and 15 closing their positions.

Holders
231
Holders Change
+5
Holders Change %
+2.21%
% of All Funds
3.36%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
51
Reduced
76
Closed
15
Calls
$722K
Puts
$1.01M
Net Calls
-$286K
Net Calls Change
-$974K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$37.5M
2
LPL Financial
2
LPL Financial
California
$62.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$122M
4
Jane Street
4
Jane Street
New York
$3.06M
5
NA
5
NewEdge Advisors
Louisiana
$11.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$92M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15M
3
Truist Financial
3
Truist Financial
North Carolina
$14.1M
4
UBS Group
4
UBS Group
Switzerland
$22.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PPWM
51
Paragon Private Wealth Management
Kentucky
$1.91M 14,052 -508 -3%
HighTower Advisors
52
HighTower Advisors
Illinois
$1.85M 13,620 +232 +2%
SAM
53
SignalPoint Asset Management
Missouri
$1.81M 13,260 -65 -0.5%
Citadel Advisors
54
Citadel Advisors
Florida
$1.7M 12,486 -34,396 -73%
TSW
55
Three Seasons Wealth
Utah
$1.63M 11,984 – –
NPFS
56
Novak & Powell Financial Services
Florida
$1.53M 11,222 -150 -1%
PFA
57
Plotkin Financial Advisors
Maryland
$1.51M 11,118 – –
AAP
58
Arax Advisory Partners
Colorado
$1.41M 10,359 +70 +0.7%
KeyBank National Association
59
KeyBank National Association
Ohio
$1.39M 10,201 – –
JIP
60
Jaffetilchin Investment Partners
Florida
$1.38M 10,124 +10,124 New
IA
61
IFP Advisors
Florida
$1.28M 9,406 +72 +0.8%
AFP
62
Ausdal Financial Partners
Iowa
$1.26M 9,271 -1,164 -11%
CCFM
63
Clear Creek Financial Management
Washington
$1.25M 9,185 -88 -0.9%
AWA
64
Arkadios Wealth Advisors
Georgia
$1.22M 8,971 -3,041 -25%
TA
65
TFG Advisers
Michigan
$1.2M 8,802 +291 +3%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$1.2M 8,783 -272 -3%
SWP
67
Stratos Wealth Partners
Ohio
$1.2M 8,775 +78 +0.9%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$1.12M 8,193 +188 +2%
BFEC
69
Benjamin F. Edwards & Company
Missouri
$1.06M 7,770 +196 +3%
Creative Planning
70
Creative Planning
Kansas
$1.05M 7,681 +258 +3%
BRWA
71
B. Riley Wealth Advisors
Florida
$1.02M 7,474 -1,376 -16%
ATPW
72
Ashton Thomas Private Wealth
Arizona
$1.02M 7,461 – –
CAS
73
Coppell Advisory Solutions
Texas
$1.01M 7,441 +7,441 New
TSMHT
74
Thurston Springer Miller Herd & Titak
Indiana
$1M 7,361 +7,361 New
CWA
75
Clarus Wealth Advisors
Arizona
$998K 7,142 -314 -4%
1 2
3
4 5