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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 %
WS
76
Wedbush Securities
California
$769K +$230 +2 +0%
MML Investors Services
77
MML Investors Services
Massachusetts
$736K -$300K -2,610 -29%
PCH
78
PGIM Custom Harvest
New Jersey
$717K -$396K -3,438 -36%
SWP
79
Stratos Wealth Partners
Ohio
$713K +$40.7K +354 +6%
PFS
80
Prospera Financial Services
Texas
$701K -$69.3K -602 -9%
TA
81
TruWealth Advisors
Louisiana
$690K -$112K -970 -14%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$687K -$5.75K -50 -0.8%
AR
83
Apeiron RIA
Texas
$665K -$98.2K -854 -13%
WFA
84
WMG Financial Advisors
Tennessee
$660K – – –
MAP
85
Milestone Advisory Partners
North Carolina
$656K – – –
CWA
86
Capital Wealth Alliance
Arizona
$648K -$209K -1,825 -24%
JPMorgan Chase & Co
87
JPMorgan Chase & Co
New York
$647K +$124K +1,074 +24%
RA
88
RFG Advisory
Alabama
$646K +$72.2K +628 +13%
MA
89
Mutual Advisors
Nebraska
$639K – – –
Citadel Advisors
90
Citadel Advisors
Florida
$629K +$291K +2,532 +86%
BPA
91
Beacon Pointe Advisors
California
$547K +$20K +174 +4%
SPIA
92
Steward Partners Investment Advisory
New York
$526K -$2.27M -19,692 -81%
IF
93
Intrua Financial
Texas
$514K -$23.9K -208 -4%
VNA
94
Valley National Advisers
Pennsylvania
$495K +$692 +6 +0.1%
LNC
95
Lincoln National Corp
Pennsylvania
$492K +$492K +4,278 New
PPP
96
Private Portfolio Partners
New Jersey
$486K +$131K +1,135 +37%
PCIA
97
Prime Capital Investment Advisors
Kansas
$481K +$481K +4,181 New
Mariner
98
Mariner
Kansas
$473K -$52.5K -456 -10%
VVP
99
Venture Visionary Partners
Ohio
$462K – – –
GWM
100
Geneos Wealth Management
Colorado
$449K -$362K -3,147 -45%
2 3
4
5 6