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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

246 hedge funds and large institutions have $792M invested in First Trust Technology AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 35 increasing their positions, 96 reducing their positions, and 16 closing their positions.

Holders
246
Holders Change
+20
Holders Change %
+8.85%
% of All Funds
3.3%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
42
Increased
35
Reduced
96
Closed
16
Calls
$378K
Puts
–
Net Calls
+$378K
Net Calls Change
+$1.04M

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$26.6M
2
LPL Financial
2
LPL Financial
California
$84.7M
3
TWM
3
Triton Wealth Management
Arizona
$5.24M
4
Morgan Stanley
4
Morgan Stanley
New York
$113M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.11M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$83M
2
Creative Planning
2
Creative Planning
Kansas
$7.96M
3
CI
3
CX Institutional
Indiana
$178K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$20M
5
SWM
5
Spire Wealth Management
Virginia
$98.5K
Name Market Value Shares Shares
Change 		Shares
Change %
SP
76
Stablepoint Partners
Massachusetts
$911K 5,788 +146 +3%
TA
77
TruWealth Advisors
Louisiana
$875K 5,562 – –
MA
78
Mutual Advisors
Nebraska
$874K 5,431 +51 +0.9%
P
79
&Partners
Tennessee
$859K 5,357 +62 +1%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$844K 5,362 -178 -3%
WS
81
Wedbush Securities
California
$830K 5,275 -20 -0.4%
WFA
82
WMG Financial Advisors
Tennessee
$803K 5,105 -94 -2%
Comerica Bank
83
Comerica Bank
Texas
$797K 5,066 -39 -0.8%
PCH
84
PGIM Custom Harvest
New Jersey
$786K 4,998 – –
Fidelity Investments
85
Fidelity Investments
Massachusetts
$769K 4,890 -80 -2%
MQWP
86
Morey & Quinn Wealth Partners
Nebraska
$769K 4,888 -4 -0.1%
KeyBank National Association
87
KeyBank National Association
Ohio
$755K 4,801 – –
IAIM
88
International Assets Investment Management
Florida
$701K 4,457 -20 -0.4%
TWM
89
TCFG Wealth Management
California
$699K 4,442 -15 -0.3%
Mariner
90
Mariner
Kansas
$693K 4,403 -6 -0.1%
CAS
91
Coppell Advisory Solutions
Texas
$665K 4,273 – –
CIA
92
Concurrent Investment Advisors
Florida
$654K 4,157 -3,851 -48%
AI
93
Atria Investments
North Carolina
$636K 4,042 -21 -0.5%
AWS
94
Atria Wealth Solutions
New York
$631K 4,013 +750 +23%
RIA
95
Regal Investment Advisors
Michigan
$597K 3,797 – –
BPA
96
Beacon Pointe Advisors
California
$595K 3,780 -300 -7%
TSWM
97
Tyler-Stone Wealth Management
Ohio
$558K 3,544 -1,026 -22%
CAM
98
Cresset Asset Management
Illinois
$545K 3,462 +104 +3%
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
$542K 3,388 +388 +13%
LFAS
100
Level Four Advisory Services
Texas
$537K 3,411 -333 -9%
2 3
4
5 6