FXL icon

First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

256 hedge funds and large institutions have $825M invested in First Trust Technology AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 54 increasing their positions, 77 reducing their positions, and 10 closing their positions.

Holders
256
Holders Change
+25
Holders Change %
+10.82%
% of All Funds
3.41%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
42
Increased
54
Reduced
77
Closed
10
Calls
$743K
Puts
$5.96M
Net Calls
-$5.21M
Net Calls Change
-$5.1M

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$11.7M
2
LPL Financial
2
LPL Financial
California
$73.2M
3
NA
3
Navellier & Associates
Nevada
$3.33M
4
Goldman Sachs
4
Goldman Sachs
New York
$5.09M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.32M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$89.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$117M
3
Jane Street
3
Jane Street
New York
$1.62M
4
FEG
4
Financial Enhancement Group
Indiana
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFP
76
Elser Financial Planning
Indiana
$1.05M +$1.05M +7,087 New
CWA
77
Clarus Wealth Advisors
Arizona
$1.05M -$17.1K -116 -2%
SWP
78
Stratos Wealth Partners
Ohio
$1.02M -$273K -1,840 -21%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$1.02M +$350K +2,357 +53%
SP
80
Stablepoint Partners
Massachusetts
$1,000K +$8.76K +59 +0.9%
DQRIM
81
Dale Q Rice Investment Management
Washington
$978K +$978K +6,584 New
MML Investors Services
82
MML Investors Services
Massachusetts
$972K +$130K +875 +15%
RA
83
RFG Advisory
Alabama
$947K +$116K +783 +14%
KNW
84
Kesler Norman & Wride
Utah
$931K -$31.9K -215 -3%
EH
85
Equitable Holdings
New York
$906K -$4.31K -29 -0.5%
PFS
86
Prospera Financial Services
Texas
$903K +$50.1K +337 +6%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$841K -$743 -5 -0.1%
TA
88
TruWealth Advisors
Louisiana
$826K -$13.8K -93 -2%
IAIM
89
International Assets Investment Management
Florida
$821K +$821K +5,512 New
MA
90
Mutual Advisors
Nebraska
$819K – – –
WFA
91
WMG Financial Advisors
Tennessee
$812K – – –
WS
92
Wedbush Securities
California
$799K -$19.2K -129 -2%
P
93
&Partners
Tennessee
$798K +$393K +2,598 +97%
PPP
94
Private Portfolio Partners
New Jersey
$789K -$11K -74 -1%
Mariner
95
Mariner
Kansas
$786K +$214K +1,441 +37%
Comerica Bank
96
Comerica Bank
Texas
$778K -$27.8K -187 -3%
CWA
97
Capital Wealth Alliance
Arizona
$774K +$267K +1,796 +53%
PCH
98
PGIM Custom Harvest
New Jersey
$742K – – –
AI
99
Atria Investments
North Carolina
$736K +$107K +720 +17%
SA
100
Sanctuary Advisors
Indiana
$735K -$6.27K -40 -0.8%
2 3
4
5 6