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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

197 hedge funds and large institutions have $586M invested in First Trust Technology AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 79 reducing their positions, and 14 closing their positions.

Holders
197
Holders Change
+2
Holders Change %
+1.03%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
21
Increased
45
Reduced
79
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCM
1
Virtue Capital Management
Tennessee
$9.36M
2
RW
2
RVW Wealth
California
$11.5M
3
FEG
3
Financial Enhancement Group
Indiana
$4.38M
4
WEG
4
World Equity Group
Illinois
$4.69M
5
NA
5
Navellier & Associates
Nevada
$4.15M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$90.6M
2
UBS Group
2
UBS Group
Switzerland
$19.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$309K
4
LPL Financial
4
LPL Financial
California
$45.4M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
126
Argent Trust Co
Tennessee
$253K -$5.58K -53 -2%
AWM
127
Axxcess Wealth Management
California
$240K +$1.79K +17 +0.8%
OC
128
Oppenheimer & Co
New York
$237K – – –
DWP
129
Destiny Wealth Partners
Florida
$231K – – –
ATPW
130
Ashton Thomas Private Wealth
Arizona
$225K -$12.5K -119 -5%
NP
131
Nilsine Partners
Colorado
$220K +$220K +2,088 New
IGWM
132
ICA Group Wealth Management
Colorado
$218K -$8.1K -77 -4%
BAAM
133
Baker Avenue Asset Management
California
$210K +$210K +2,000 New
IFWM
134
Institute for Wealth Management
Colorado
$210K +$210K +2,000 New
EH
135
Equitable Holdings
New York
$208K +$208K +1,973 New
Bank of New York Mellon
136
Bank of New York Mellon
New York
$207K -$241K -2,292 -54%
FC
137
Forte Capital
New York
$201K +$201K +1,910 New
CPIG
138
Chicago Partners Investment Group
Illinois
$201K +$14.2K +143 +8%
CF
139
Centaurus Financial
California
$194K +$194K +1,849 New
ASN
140
Advisory Services Network
Georgia
$180K – – –
AP
141
Atwood & Palmer
Missouri
$178K -$204K -1,940 -53%
GRP
142
Global Retirement Partners
California
$175K +$7.26K +75 +4%
CFGS
143
Concourse Financial Group Securities
Alabama
$173K – – –
PTC
144
Private Trust Company
Ohio
$165K – – –
DWA
145
Delos Wealth Advisors
Texas
$132K – – –
IF
146
Integrity Financial
Wyoming
$122K – – –
BWA
147
BDO Wealth Advisors
Florida
$115K – – –
RWPA
148
Richard W. Paul & Associates
Michigan
$111K -$947 -9 -0.8%
BBHC
149
Brown Brothers Harriman & Co
New York
$105K – – –
SS
150
Sunbelt Securities
Texas
$103K +$103K +999 New
4 5
6
7 8