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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

202 hedge funds and large institutions have $1.79B invested in First Trust Technology AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+18
Holders Change %
+9.78%
% of All Funds
3.99%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
42
Increased
66
Reduced
70
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$17.6M
2
First Trust Advisors
First Trust Advisors
Illinois
$608M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$63.4M
4
AG
Advisor Group
Arizona
$19.4M
5
GA
Gateway Advisory
New Jersey
$7.38M

Top Sellers

1
TIM
Total Investment Management
Arizona
$0
2
FEM
Fulcrum Equity Management
Texas
$15.2M
3
NA
Navellier & Associates
Nevada
$12.4M
4
GM
GeoWealth Management
Illinois
$0
5
CS
Credit Suisse
Switzerland
$625K
Name Holding Trade Value Shares
Change 		Shares
Change %
1W
126
1776 Wealth
Georgia
$368K +$368K +5,083 New
HIS
127
Harvest Investment Services
Illinois
$365K -$85K -1,174 -19%
AGM
128
Alpine Global Management
New York
$365K +$365K +5,027 New
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$359K +$2.44K +34 +0.7%
PFA
130
Pinnacle Family Advisors
Missouri
$351K -$88.2K -1,215 -20%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$336K +$1.31K +18 +0.4%
ATC
132
Argent Trust Co
Tennessee
$335K – – –
VAG
133
VisionPoint Advisory Group
Texas
$329K -$3.63K -50 -1%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$315K -$7.25K -100 -2%
SWP
135
Stratos Wealth Partners
Ohio
$300K +$27.2K +375 +10%
GWM
136
Geneos Wealth Management
Colorado
$286K +$8.09K +111 +3%
JIP
137
Jaffetilchin Investment Partners
Florida
$274K -$128K -1,762 -32%
VCP
138
Verus Capital Partners
Arizona
$274K +$274K +3,770 New
HPC
139
Hobart Private Capital
North Carolina
$271K +$2.9K +40 +1%
FAIM
140
Financial Advocates Investment Management
Washington
$265K -$2.03M -27,878 -88%
CA
141
Claro Advisors
Massachusetts
$260K -$201K -2,778 -44%
HIIFS
142
Harel Insurance Investments & Financial Services
Israel
$254K – – –
BPA
143
Beacon Pointe Advisors
California
$248K -$25.5K -350 -9%
CAM
144
Concorde Asset Management
Michigan
$233K – – –
MAS
145
Madden Advisory Services
Florida
$232K -$81.6K -1,127 -26%
LNC
146
Lincoln National Corp
Pennsylvania
$229K +$229K +3,160 New
JWS
147
Juncture Wealth Strategies
Arizona
$226K -$6.09K -84 -3%
RJT
148
Raymond James Trust
Florida
$226K – – –
ECA
149
Elevated Capital Advisors
Utah
$211K +$211K +2,914 New
CCFM
150
Clear Creek Financial Management
Washington
$207K +$207K +2,751 New
4 5
6
7 8