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First Trust Technology AlphaDEX Fund
FXL

207 hedge funds and large institutions have $651M invested in First Trust Technology AlphaDEX Fund in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 67 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

2% more funds holding

Funds holding: 203 → 207 (+4)

0.19% more ownership

Funds ownership: 56.29% → 56.48% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

2% less capital invested

Capital invested by funds: $661M → $651M (-$10.4M)

27% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 67

Holders
207
Holders Change
+4
Holders Change %
+1.97%
% of All Funds
3.29%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
21
Increased
49
Reduced
67
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAWM
J. Arnold Wealth Management
Ohio
+$12.3M
2
VWM
Valley Wealth Managers
New Jersey
+$7.98M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$5.29M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.91M
5
NA
NewEdge Advisors
Louisiana
+$3.2M

Top Sellers

1
CAS
Coppell Advisory Solutions
Texas
-$6.04M
2
Morgan Stanley
Morgan Stanley
New York
-$5.25M
3
FEG
Financial Enhancement Group
Indiana
-$4.77M
4
Truist Financial
Truist Financial
North Carolina
-$4.61M
5
Wells Fargo
Wells Fargo
California
-$2.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
126
Two Sigma Securities
New York
$281K +$289K +2,525 New
ONB
127
Old National Bancorp
Indiana
$280K – – –
FEG
128
Financial Enhancement Group
Indiana
$269K -$4.77M -41,696 -95%
TSWM
129
Tyler-Stone Wealth Management
Ohio
$268K – – –
LNC
130
Lincoln National Corp
Pennsylvania
$252K -$230K -2,011 -47%
DWP
131
Destiny Wealth Partners
Florida
$244K – – –
OC
132
Oppenheimer & Co
New York
$244K – – –
AAS
133
Avantax Advisory Services
Texas
$243K +$23K +201 +10%
SG
134
StoneX Group
New York
$241K – – –
NP
135
Nilsine Partners
Colorado
$239K – – –
ATPW
136
Ashton Thomas Private Wealth
Arizona
$235K – – –
Bessemer Group
137
Bessemer Group
New Jersey
$234K -$85.7K -750 -26%
ATC
138
Argent Trust Co
Tennessee
$231K – – –
FC
139
Forte Capital
New York
$231K +$11.4K +100 +5%
IFWM
140
Institute for Wealth Management
Colorado
$222K – – –
CPIG
141
Chicago Partners Investment Group
Illinois
$217K – – –
ARC
142
Advisor Resource Council
Texas
$217K – – –
CAG
143
Csenge Advisory Group
Florida
$215K +$221K +1,935 New
CCB
144
Country Club Bank
Missouri
$214K – – –
CAM
145
Cresset Asset Management
Illinois
$209K +$11.5K +101 +6%
P
146
&Partners
Tennessee
$208K -$43.6K -381 -17%
LRPA
147
L. Roy Papp & Associates
Arizona
$205K – – –
KWA
148
Kingswood Wealth Advisors
California
$202K – – –
IPW
149
Impact Partnership Wealth
Georgia
$195K +$201K +1,757 New
CFGS
150
Concourse Financial Group Securities
Alabama
$183K – – –
4 5
6
7 8

FXL Hedge Fund Activity: Q3 2023 in Review

207 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Technology AlphaDEX Fund (FXL) for Q3 2023, worth a combined $651M — down 1.6% from $661M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FXL positions and 14 closed out — a net gain of 7 holders — while 49 added to existing stakes and 67 trimmed.

The largest buyer was J. Arnold Wealth Management, adding an estimated $12.3M. The largest seller was Coppell Advisory Solutions, cutting an estimated $6.04M.

  • 207 institutional investors held First Trust Technology AlphaDEX Fund (FXL) as of Q3 2023, up from 203 in Q2 2023.
  • Funds reported $651M of First Trust Technology AlphaDEX Fund stock for Q3 2023, down 1.6% quarter-over-quarter.
  • 21 funds opened new First Trust Technology AlphaDEX Fund positions in Q3 2023 and 14 closed out, a net change of +7 holders.
  • The largest First Trust Technology AlphaDEX Fund buyer in Q3 2023 was J. Arnold Wealth Management, an estimated $12.3M added.
  • The largest First Trust Technology AlphaDEX Fund seller in Q3 2023 was Coppell Advisory Solutions, an estimated $6.04M sold.

Based on aggregated 13F filings for Q3 2023.