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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.

New
Increased
Maintained
Reduced
Closed
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 %
RIA
101
Regal Investment Advisors
Michigan
$437K – – –
HA
102
HFG Advisors
Ohio
$428K – – –
RJT
103
Raymond James Trust
Florida
$414K – – –
UCFA
104
United Capital Financial Advisors
Texas
$409K – – –
9WM
105
9258 Wealth Management
Ohio
$406K – – –
SWM
106
SeaCrest Wealth Management
New York
$369K +$115 +1 +0%
RPGK
107
Retirement Planning Group (Kansas)
Kansas
$361K +$115 +1 +0%
RFWA
108
RPg Family Wealth Advisory
Massachusetts
$356K -$58K -504 -14%
WFAG
109
Worth Financial Advisory Group
North Carolina
$351K -$35.4K -308 -9%
QPW
110
Quantum Private Wealth
Florida
$345K – – –
WA
111
Win Advisors
Florida
$344K +$344K +3,760 New
KDA
112
Kraft Davis & Associates
Missouri
$332K +$332K +2,944 New
Bessemer Group
113
Bessemer Group
New Jersey
$329K -$114K -991 -26%
SIG
114
Sargent Investment Group
Maryland
$326K -$207K -1,800 -39%
TA
115
TrueWealth Advisors
Alabama
$323K – – –
QPWM
116
Quadrant Private Wealth Management
Pennsylvania
$321K – – –
CWP
117
Cyndeo Wealth Partners
Florida
$304K – – –
CBFP
118
Cedar Brook Financial Partners
Ohio
$294K +$230 +2 +0.1%
ONB
119
Old National Bancorp
Indiana
$290K – – –
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$288K -$19.7K -171 -6%
TSWM
121
Tyler-Stone Wealth Management
Ohio
$277K +$277K +2,411 New
P
122
&Partners
Tennessee
$259K -$65.3K -568 -20%
DWP
123
Destiny Wealth Partners
Florida
$256K – – –
OC
124
Oppenheimer & Co
New York
$252K -$7.02K -61 -3%
SG
125
StoneX Group
New York
$249K +$249K +2,167 New
3 4
5
6 7