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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

200 hedge funds and large institutions have $661M invested in First Trust Technology AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+3
Holders Change %
+1.52%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
28
Increased
43
Reduced
68
Closed
24
Calls
–
Puts
$294K
Net Calls
-$294K
Net Calls Change
-$294K

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
$16.2M
2
CAS
Coppell Advisory Solutions
Texas
$6.01M
3
RW
RVW Wealth
California
$17.7M
4
UBS Group
UBS Group
Switzerland
$25.8M
5
Morgan Stanley
Morgan Stanley
New York
$103M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$19.8M
2
WEG
World Equity Group
Illinois
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$14.7M
4
NA
Navellier & Associates
Nevada
$0
5
Wells Fargo
Wells Fargo
California
$81.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
126
Nilsine Partners
Colorado
$248K +$7.48K +65 +3%
ATPW
127
Ashton Thomas Private Wealth
Arizona
$243K -$2.76K -24 -1%
ATC
128
Argent Trust Co
Tennessee
$239K -$37.4K -325 -14%
IGWM
129
ICA Group Wealth Management
Colorado
$236K -$2.42K -21 -1%
SF
130
Summit Financial
New Jersey
$235K +$235K +2,046 New
CPIG
131
Chicago Partners Investment Group
Illinois
$235K – – –
FFN
132
Focus Financial Network
Minnesota
$234K +$234K +2,032 New
GWP
133
Gateway Wealth Partners
Wisconsin
$233K +$233K +2,021 New
IFWM
134
Institute for Wealth Management
Colorado
$230K – – –
AAS
135
Avantax Advisory Services
Texas
$228K +$228K +1,983 New
FC
136
Forte Capital
New York
$227K +$7.48K +65 +3%
ARC
137
Advisor Resource Council
Texas
$224K +$224K +1,950 New
CCB
138
Country Club Bank
Missouri
$219K +$219K +1,930 New
ZIM
139
Zacks Investment Management
Illinois
$213K +$213K +1,852 New
GS
140
GTS Securities
New York
$213K +$213K +1,848 New
LRPA
141
L. Roy Papp & Associates
Arizona
$212K +$212K +1,843 New
MOS
142
MGO One Seven
Ohio
$209K +$209K +1,816 New
FWP
143
Firethorn Wealth Partners
Georgia
$208K +$208K +1,804 New
KWA
144
Kingswood Wealth Advisors
California
$207K +$207K +1,800 New
CAM
145
Cresset Asset Management
Illinois
$205K +$205K +1,783 New
GRP
146
Global Retirement Partners
California
$205K -$2.76K -24 -1%
FHC
147
First Heartland Consultants
Missouri
$205K +$205K +1,778 New
CFGS
148
Concourse Financial Group Securities
Alabama
$189K – – –
PTC
149
Private Trust Company
Ohio
$181K – – –
DWA
150
Delos Wealth Advisors
Texas
$144K – – –
4 5
6
7 8