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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

226 hedge funds and large institutions have $800M invested in First Trust Technology AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 87 reducing their positions, and 15 closing their positions.

Holders
226
Holders Change
+6
Holders Change %
+2.73%
% of All Funds
3.28%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
24
Increased
52
Reduced
87
Closed
15
Calls
$688K
Puts
–
Net Calls
+$688K
Net Calls Change
+$688K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$99.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.32M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.98M
4
BTWM
4
Brass Tax Wealth Management
Ohio
$4.38M
5
UBS Group
5
UBS Group
Switzerland
$28.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$117M
2
RJA
2
Raymond James & Associates
Florida
$32.9M
3
LPL Financial
3
LPL Financial
California
$57.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
GCA
5
Genesee Capital Advisors
New York
$16.8M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
76
Apollon Wealth Management
South Carolina
$1M 7,453 -171 -2%
Creative Planning
77
Creative Planning
Kansas
$1M 7,423 -100 -1%
CWA
78
Clarus Wealth Advisors
Arizona
$986K 7,456 -168 -2%
BRWA
79
B. Riley Wealth Advisors
Florida
$984K 8,850 +604 +7%
KNW
80
Kesler Norman & Wride
Utah
$925K 6,860 -20 -0.3%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$907K 6,727 -310 -4%
GS
82
GTS Securities
New York
$896K 6,646 +4,858 +272%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$857K 6,355 -383 -6%
EH
84
Equitable Holdings
New York
$851K 6,313 -149 -2%
LFAS
85
Level Four Advisory Services
Texas
$832K 6,497 – –
RFG
86
REAP Financial Group
Texas
$818K 6,070 +175 +3%
TA
87
TruWealth Advisors
Louisiana
$809K 5,998 – –
PFS
88
Prospera Financial Services
Texas
$802K 5,946 -60 -1%
WS
89
Wedbush Securities
California
$797K 5,909 +3 +0.1%
Comerica Bank
90
Comerica Bank
Texas
$789K 5,850 -333 -5%
WFA
91
WMG Financial Advisors
Tennessee
$737K 5,468 -177 -3%
MA
92
Mutual Advisors
Nebraska
$725K 5,380 – –
PPP
93
Private Portfolio Partners
New Jersey
$722K 5,356 -15 -0.3%
PCH
94
PGIM Custom Harvest
New Jersey
$713K 5,290 -914 -15%
RA
95
RFG Advisory
Alabama
$706K 5,238 -528 -9%
Mariner
96
Mariner
Kansas
$685K 5,083 -269 -5%
IAIM
97
International Assets Investment Management
Florida
$684K 5,091 -50 -1%
CWA
98
Capital Wealth Alliance
Arizona
$609K 4,519 -46 -1%
PCIA
99
Prime Capital Investment Advisors
Kansas
$603K 4,470 -4 -0.1%
GWP
100
Gateway Wealth Partners
Wisconsin
$600K 4,449 +1,715 +63%
2 3
4
5 6