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First Trust Technology AlphaDEX Fund
FXL

207 hedge funds and large institutions have $651M invested in First Trust Technology AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 67 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

2% more funds holding

Funds holding: 203 → 207 (+4)

0.19% more ownership

Funds ownership: 56.29% → 56.48% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

2% less capital invested

Capital invested by funds: $661M → $651M (-$10.4M)

27% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 67

Holders
207
Holders Change
+4
Holders Change %
+1.97%
% of All Funds
3.29%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
21
Increased
49
Reduced
67
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAWM
J. Arnold Wealth Management
Ohio
+$12.3M
2
VWM
Valley Wealth Managers
New Jersey
+$7.98M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.29M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.91M
5
NA
NewEdge Advisors
Louisiana
+$3.2M

Top Sellers

1
CAS
Coppell Advisory Solutions
Texas
-$6.04M
2
Morgan Stanley
Morgan Stanley
New York
-$5.25M
3
FEG
Financial Enhancement Group
Indiana
-$4.77M
4
Truist Financial
Truist Financial
North Carolina
-$4.61M
5
Wells Fargo
Wells Fargo
California
-$2.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
76
Equitable Holdings
New York
$736K -$17.1K -150 -2%
LFAS
77
Level Four Advisory Services
Texas
$722K -$280K -2,452 -27%
PCH
78
PGIM Custom Harvest
New Jersey
$703K +$9.83K +86 +1%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$697K +$35.1K +307 +5%
Jane Street
80
Jane Street
New York
$694K +$713K +6,240 New
IA
81
IFG Advisory
Georgia
$688K +$708K +6,192 New
WS
82
Wedbush Securities
California
$677K -$67.8K -593 -9%
MML Investors Services
83
MML Investors Services
Massachusetts
$677K -$34.9K -305 -5%
CWA
84
Capital Wealth Alliance
Arizona
$675K +$48.2K +422 +7%
Comerica Bank
85
Comerica Bank
Texas
$667K +$686K +6,000 New
TA
86
TruWealth Advisors
Louisiana
$667K – – –
PFS
87
Prospera Financial Services
Texas
$662K -$16.2K -142 -2%
WFA
88
WMG Financial Advisors
Tennessee
$636K -$2.06K -18 -0.3%
RA
89
RFG Advisory
Alabama
$635K +$11.5K +101 +2%
MAP
90
Milestone Advisory Partners
North Carolina
$634K – – –
MA
91
Mutual Advisors
Nebraska
$605K -$12.8K -112 -2%
JP Morgan Chase
92
JP Morgan Chase
New York
$604K -$21.3K -186 -3%
PPP
93
Private Portfolio Partners
New Jersey
$586K +$120K +1,053 +25%
FFN
94
Focus Financial Network
Minnesota
$556K +$340K +2,974 +146%
BPA
95
Beacon Pointe Advisors
California
$520K -$8.8K -77 -2%
IF
96
Intrua Financial
Texas
$474K -$22.9K -200 -4%
SPIA
97
Steward Partners Investment Advisory
New York
$469K -$40.2K -352 -8%
VNA
98
Valley National Advisers
Pennsylvania
$466K -$10.9K -95 -2%
PCIA
99
Prime Capital Investment Advisors
Kansas
$464K -$800 -7 -0.2%
VVP
100
Venture Visionary Partners
Ohio
$447K – – –
2 3
4
5 6

FXL Hedge Fund Activity: Q3 2023 in Review

207 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Technology AlphaDEX Fund (FXL) for Q3 2023, worth a combined $651M — down 1.6% from $661M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FXL positions and 14 closed out — a net gain of 7 holders — while 49 added to existing stakes and 67 trimmed.

The largest buyer was J. Arnold Wealth Management, adding an estimated $12.3M. The largest seller was Coppell Advisory Solutions, cutting an estimated $6.04M.

  • 207 institutional investors held First Trust Technology AlphaDEX Fund (FXL) as of Q3 2023, up from 203 in Q2 2023.
  • Funds reported $651M of First Trust Technology AlphaDEX Fund stock for Q3 2023, down 1.6% quarter-over-quarter.
  • 21 funds opened new First Trust Technology AlphaDEX Fund positions in Q3 2023 and 14 closed out, a net change of +7 holders.
  • The largest First Trust Technology AlphaDEX Fund buyer in Q3 2023 was J. Arnold Wealth Management, an estimated $12.3M added.
  • The largest First Trust Technology AlphaDEX Fund seller in Q3 2023 was Coppell Advisory Solutions, an estimated $6.04M sold.

Based on aggregated 13F filings for Q3 2023.