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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

197 hedge funds and large institutions have $586M invested in First Trust Technology AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 79 reducing their positions, and 14 closing their positions.

Holders
197
Holders Change
+2
Holders Change %
+1.03%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
21
Increased
45
Reduced
79
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCM
1
Virtue Capital Management
Tennessee
$9.36M
2
RW
2
RVW Wealth
California
$11.5M
3
FEG
3
Financial Enhancement Group
Indiana
$4.38M
4
WEG
4
World Equity Group
Illinois
$4.69M
5
NA
5
Navellier & Associates
Nevada
$4.15M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$90.6M
2
UBS Group
2
UBS Group
Switzerland
$19.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$309K
4
LPL Financial
4
LPL Financial
California
$45.4M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$13M
Name Market Value Shares Shares
Change 		Shares
Change %
Bessemer Group
101
Bessemer Group
New Jersey
$405K 3,846 +1,596 +71%
RIA
102
Regal Investment Advisors
Michigan
$399K 3,797 – –
HA
103
HFG Advisors
Ohio
$392K 3,723 – –
RJT
104
Raymond James Trust
Florida
$379K 3,603 – –
RFWA
105
RPg Family Wealth Advisory
Massachusetts
$379K 3,601 -1,342 -27%
IA
106
IFP Advisors
Florida
$378K 10,265 -42,668 -81%
UCFA
107
United Capital Financial Advisors
Texas
$374K 3,559 – –
9WM
108
9258 Wealth Management
Ohio
$371K 3,531 – –
ECA
109
Elevated Capital Advisors
Utah
$367K 3,490 +212 +6%
WFAG
110
Worth Financial Advisory Group
North Carolina
$353K 3,358 -145 -4%
SWM
111
SeaCrest Wealth Management
New York
$337K 3,202 -65 -2%
RPGK
112
Retirement Planning Group (Kansas)
Kansas
$330K 3,134 +3 +0.1%
PPP
113
Private Portfolio Partners
New Jersey
$325K 3,087 +3,087 New
SMF
114
Sterling Manor Financial
New York
$318K 3,025 +500 +20%
QPW
115
Quantum Private Wealth
Florida
$316K 3,000 – –
Citadel Advisors
116
Citadel Advisors
Florida
$309K 2,933 -38,961 -93%
P
117
&Partners
Tennessee
$296K 2,818 -163 -5%
TA
118
TrueWealth Advisors
Alabama
$295K 2,809 – –
QPWM
119
Quadrant Private Wealth Management
Pennsylvania
$293K 2,787 – –
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$280K 2,666 -2,447 -48%
CWP
121
Cyndeo Wealth Partners
Florida
$278K 2,642 -157 -6%
CBFP
122
Cedar Brook Financial Partners
Ohio
$268K 2,551 -1,054 -29%
TSS
123
Two Sigma Securities
New York
$267K 2,536 -2,424 -49%
ONB
124
Old National Bancorp
Indiana
$265K 2,518 – –
LSA
125
L & S Advisors
California
$262K 2,488 +2,488 New
3 4
5
6 7