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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 %
MQWP
101
Morey & Quinn Wealth Partners
Nebraska
$727K +$727K +4,892 New
AA
102
Armis Advisers
Georgia
$717K +$717K +4,829 New
TSWM
103
Tyler-Stone Wealth Management
Ohio
$710K – – –
T
104
Transce3nd
Texas
$704K +$704K +4,698 New
BRWA
105
B. Riley Wealth Advisors
Florida
$682K -$185K -1,242 -21%
TWM
106
TCFG Wealth Management
California
$662K +$3.27K +22 +0.5%
GWP
107
Gateway Wealth Partners
Wisconsin
$658K +$19K +128 +3%
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$652K +$652K +4,388 New
Northern Trust
109
Northern Trust
Illinois
$634K -$23.8K -160 -4%
BPA
110
Beacon Pointe Advisors
California
$617K – – –
Envestnet Portfolio Solutions
111
Envestnet Portfolio Solutions
Illinois
$605K -$40.6K -273 -6%
AWM
112
AE Wealth Management
Kansas
$600K +$19.9K +134 +3%
AWS
113
Atria Wealth Solutions
New York
$599K -$243K -1,633 -29%
LFAS
114
Level Four Advisory Services
Texas
$594K -$344K -2,318 -37%
RFG
115
REAP Financial Group
Texas
$590K – – –
RIA
116
Regal Investment Advisors
Michigan
$564K – – –
Citadel Advisors
117
Citadel Advisors
Florida
$554K -$649K -4,372 -54%
NP
118
Nilsine Partners
Colorado
$526K +$176K +1,185 +50%
HI
119
Harbour Investments
Wisconsin
$519K +$11.4K +77 +2%
WIA
120
World Investment Advisors
California
$514K – – –
AFP
121
Ausdal Financial Partners
Iowa
$501K -$26.7K -180 -5%
WA
122
Waverly Advisors
Alabama
$499K +$499K +3,361 New
CAM
123
Cresset Asset Management
Illinois
$499K +$499K +3,358 New
SWM
124
SeaCrest Wealth Management
New York
$499K -$5.79K -39 -1%
PCIA
125
Prime Capital Investment Advisors
Kansas
$483K -$14.7K -99 -3%
3 4
5
6 7