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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

231 hedge funds and large institutions have $774M invested in First Trust Technology AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 82 reducing their positions, and 19 closing their positions.

Holders
231
Holders Change
–
Holders Change %
0%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
51
Reduced
82
Closed
19
Calls
$860K
Puts
$971K
Net Calls
-$111K
Net Calls Change
+$175K

Top Buyers

1
FEG
1
Financial Enhancement Group
Indiana
$4.38M
2
Jane Street
2
Jane Street
New York
$6.2M
3
SPWM
3
Schrum Private Wealth Management
Florida
$5.69M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.38M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.43M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
IPW
2
IronBridge Private Wealth
Texas
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$9.95M
4
NA
4
Navellier & Associates
Nevada
$0
5
MCM
5
MAI Capital Management
Ohio
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
101
Atria Investments
North Carolina
$587K +$54.5K +393 +10%
BPA
102
Beacon Pointe Advisors
California
$575K -$33.3K -240 -5%
RFG
103
REAP Financial Group
Texas
$550K -$163K -1,176 -23%
AWM
104
AE Wealth Management
Kansas
$541K -$43.5K -314 -7%
Mariner
105
Mariner
Kansas
$533K -$197K -1,422 -27%
RIA
106
Regal Investment Advisors
Michigan
$526K – – –
VVP
107
Venture Visionary Partners
Ohio
$506K -$23.6K -170 -4%
AFP
108
Ausdal Financial Partners
Iowa
$493K -$793K -5,716 -62%
9WM
109
9258 Wealth Management
Ohio
$480K – – –
WIA
110
World Investment Advisors
California
$480K +$480K +3,460 New
HI
111
Harbour Investments
Wisconsin
$474K -$205K -1,482 -30%
CWA
112
Capital Wealth Alliance
Arizona
$473K -$153K -1,102 -24%
SWM
113
SeaCrest Wealth Management
New York
$471K +$26.2K +189 +6%
PCIA
114
Prime Capital Investment Advisors
Kansas
$465K – – –
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$463K +$457K +3,301 +6,737%
CF
116
Convergence Financial
Missouri
$460K +$63.1K +455 +16%
AF
117
Apollon Financial
South Carolina
$434K +$139 +1 +0%
RPGK
118
Retirement Planning Group (Kansas)
Kansas
$434K +$139 +1 +0%
TC
119
Truvestments Capital
Florida
$428K +$428K +3,086 New
SPIA
120
Steward Partners Investment Advisory
New York
$418K -$9.43K -68 -2%
D.E. Shaw & Co
121
D.E. Shaw & Co
New York
$413K – – –
Fidelity Investments
122
Fidelity Investments
Massachusetts
$407K +$128K +920 +46%
TA
123
TrueWealth Advisors
Alabama
$393K – – –
WFAG
124
Worth Financial Advisory Group
North Carolina
$388K – – –
P
125
&Partners
Tennessee
$371K +$101K +728 +37%
3 4
5
6 7