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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

231 hedge funds and large institutions have $783M invested in First Trust Technology AlphaDEX Fund in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
+5
Holders Change %
+2.21%
% of All Funds
3.36%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
51
Reduced
76
Closed
15
Calls
$722K
Puts
$1.01M
Net Calls
-$286K
Net Calls Change
-$974K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$37.5M
2
LPL Financial
2
LPL Financial
California
$62.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$122M
4
Jane Street
4
Jane Street
New York
$3.06M
5
NA
5
NewEdge Advisors
Louisiana
$11.7M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$92M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15M
3
Truist Financial
3
Truist Financial
North Carolina
$14.1M
4
UBS Group
4
UBS Group
Switzerland
$22.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
101
Capital Wealth Alliance
Arizona
$615K -$409 -3 -0.1%
BPA
102
Beacon Pointe Advisors
California
$598K +$40.9K +300 +7%
IA
103
IFG Advisory
Georgia
$596K +$596K +4,377 New
GWP
104
Gateway Wealth Partners
Wisconsin
$591K -$15.3K -112 -3%
AWM
105
AE Wealth Management
Kansas
$575K +$36.4K +267 +7%
Envestnet Portfolio Solutions
106
Envestnet Portfolio Solutions
Illinois
$565K -$39.2K -288 -6%
SF
107
Summit Financial
New Jersey
$537K +$150K +1,099 +39%
AI
108
Atria Investments
North Carolina
$524K +$524K +3,843 New
VVP
109
Venture Visionary Partners
Ohio
$521K – – –
RIA
110
Regal Investment Advisors
Michigan
$517K – – –
9WM
111
9258 Wealth Management
Ohio
$472K -$9.54K -70 -2%
RFWA
112
RPg Family Wealth Advisory
Massachusetts
$464K +$89.8K +659 +24%
PCIA
113
Prime Capital Investment Advisors
Kansas
$457K -$152K -1,117 -25%
SWM
114
SeaCrest Wealth Management
New York
$437K -$27.3K -200 -6%
AF
115
Apollon Financial
South Carolina
$426K – – –
RPGK
116
Retirement Planning Group (Kansas)
Kansas
$426K – – –
SPIA
117
Steward Partners Investment Advisory
New York
$420K -$19.8K -145 -4%
D.E. Shaw & Co
118
D.E. Shaw & Co
New York
$406K +$92.9K +682 +30%
HF
119
HRT Financial
New York
$405K +$405K +2,973 New
CF
120
Convergence Financial
Missouri
$390K +$148K +1,083 +61%
TA
121
TrueWealth Advisors
Alabama
$386K – – –
WFAG
122
Worth Financial Advisory Group
North Carolina
$381K -$12K -88 -3%
SA
123
Sanctuary Advisors
Indiana
$376K +$376K +2,908 New
Corient Private Wealth
124
Corient Private Wealth
Florida
$374K -$17.7K -130 -5%
SIG
125
Sargent Investment Group
Maryland
$364K – – –
3 4
5
6 7