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First Trust Technology AlphaDEX Fund
FXL

229 hedge funds and large institutions have $801M invested in First Trust Technology AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 87 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

3% more funds holding

Funds holding: 223 → 229 (+6)

8.86% less ownership

Funds ownership: 67.35% → 58.49% (-8.9%)

11% less capital invested

Capital invested by funds: $898M → $801M (-$97.2M)

38% less funds holding in top 10

Funds holding in top 10: 8 → 5 (-3)

39% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 87

Holders
229
Holders Change
+6
Holders Change %
+2.69%
% of All Funds
3.3%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
24
Increased
53
Reduced
87
Closed
15
Calls
$688K
Puts
–
Net Calls
+$688K
Net Calls Change
+$688K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$6.71M
2
Citadel Advisors
Citadel Advisors
Florida
+$5.98M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.26M
4
UBS Group
UBS Group
Switzerland
+$4.07M
5
WA
Win Advisors
Florida
+$2.92M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$121M
2
RJA
Raymond James & Associates
Florida
-$7.17M
3
LPL Financial
LPL Financial
California
-$5.62M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.04M
5
GCA
Genesee Capital Advisors
New York
-$3.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
126
Quadrant Private Wealth Management
Pennsylvania
$349K – – –
CBFP
127
Cedar Brook Financial Partners
Ohio
$348K – – –
PAS
128
Park Avenue Securities
New York
$342K -$2.92K -22 -0.9%
ONB
129
Old National Bancorp
Indiana
$339K – – –
TSWM
130
Tyler-Stone Wealth Management
Ohio
$325K – – –
SG
131
StoneX Group
New York
$319K +$63.7K +480 +25%
NP
132
Nilsine Partners
Colorado
$317K – – –
D.E. Shaw & Co
133
D.E. Shaw & Co
New York
$310K +$305K +2,300 New
GRP
134
Global Retirement Partners
California
$310K +$7.96K +60 +3%
ASN
135
Advisory Services Network
Georgia
$309K +$30.6K +231 +11%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$298K +$111K +837 +61%
DWP
137
Destiny Wealth Partners
Florida
$296K – – –
FFN
138
Focus Financial Network
Minnesota
$291K -$429K -3,232 -58%
OC
139
Oppenheimer & Co
New York
$282K – – –
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
$281K -$278K -2,097 -50%
ATC
141
Argent Trust Co
Tennessee
$281K – – –
KDA
142
Kraft Davis & Associates
Missouri
$280K – – –
FC
143
Forte Capital
New York
$280K – – –
RJT
144
Raymond James Trust
Florida
$274K – – –
CPIG
145
Chicago Partners Investment Group
Illinois
$272K +$15.9K +120 +6%
TFS
146
Thoroughbred Financial Services
Tennessee
$270K – – –
IFWM
147
Institute for Wealth Management
Colorado
$270K – – –
IF
148
Intrua Financial
Texas
$265K – – –
CCB
149
Country Club Bank
Missouri
$260K – – –
FTUS
150
Flow Traders U.S.
New York
$255K -$518K -3,908 -67%
4 5
6
7 8

FXL Hedge Fund Activity: Q1 2024 in Review

229 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Technology AlphaDEX Fund (FXL) for Q1 2024, worth a combined $801M — down 11% from $898M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FXL positions and 15 closed out — a net gain of 9 holders — while 53 added to existing stakes and 87 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.71M. The largest seller was Morgan Stanley, cutting an estimated $121M.

  • 229 institutional investors held First Trust Technology AlphaDEX Fund (FXL) as of Q1 2024, up from 223 in Q4 2023.
  • Funds reported $801M of First Trust Technology AlphaDEX Fund stock for Q1 2024, down 11% quarter-over-quarter.
  • 24 funds opened new First Trust Technology AlphaDEX Fund positions in Q1 2024 and 15 closed out, a net change of +9 holders.
  • The largest First Trust Technology AlphaDEX Fund buyer in Q1 2024 was Wells Fargo, an estimated $6.71M added.
  • The largest First Trust Technology AlphaDEX Fund seller in Q1 2024 was Morgan Stanley, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2024.