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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

256 hedge funds and large institutions have $825M invested in First Trust Technology AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 54 increasing their positions, 77 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+25
Holders Change %
+10.82%
% of All Funds
3.41%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
42
Increased
54
Reduced
77
Closed
10
Calls
$743K
Puts
$5.96M
Net Calls
-$5.21M
Net Calls Change
-$5.1M

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$11.7M
2
LPL Financial
2
LPL Financial
California
$73.2M
3
NA
3
Navellier & Associates
Nevada
$3.33M
4
Goldman Sachs
4
Goldman Sachs
New York
$5.09M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.32M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$89.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$117M
3
Jane Street
3
Jane Street
New York
$1.62M
4
FEG
4
Financial Enhancement Group
Indiana
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
VVP
126
Venture Visionary Partners
Ohio
$483K -$59.4K -400 -11%
RPGK
127
Retirement Planning Group (Kansas)
Kansas
$465K – – –
AF
128
Apollon Financial
South Carolina
$465K – – –
IA
129
IFG Advisory
Georgia
$450K +$450K +3,030 New
D.E. Shaw & Co
130
D.E. Shaw & Co
New York
$443K – – –
Fidelity Investments
131
Fidelity Investments
Massachusetts
$440K +$4.01K +27 +0.9%
TA
132
TrueWealth Advisors
Alabama
$421K – – –
WFAG
133
Worth Financial Advisory Group
North Carolina
$416K – – –
SIG
134
Sargent Investment Group
Maryland
$413K +$17.7K +120 +4%
TC
135
Truvestments Capital
Florida
$408K -$50.5K -340 -11%
AG
136
AmeriFlex Group
Nevada
$401K +$401K +2,553 New
SPIA
137
Steward Partners Investment Advisory
New York
$397K -$51.5K -347 -12%
CWP
138
Cyndeo Wealth Partners
Florida
$392K – – –
QPWM
139
Quadrant Private Wealth Management
Pennsylvania
$384K – – –
SEIA
140
Signature Estate & Investment Advisors
California
$383K – – –
ONB
141
Old National Bancorp
Indiana
$374K – – –
GFG
142
Grantvest Financial Group
New Jersey
$361K +$361K +2,430 New
GRP
143
Global Retirement Partners
California
$356K -$14.9K -100 -4%
OC
144
Oppenheimer & Co
New York
$354K +$5.35K +36 +2%
SG
145
StoneX Group
New York
$351K +$2.08K +14 +0.6%
KDA
146
Kraft Davis & Associates
Missouri
$331K – – –
SWA
147
Stratos Wealth Advisors
Ohio
$324K +$1.93K +13 +0.6%
CPIG
148
Chicago Partners Investment Group
Illinois
$323K +$151 +1 +0%
CA
149
Claro Advisors
Massachusetts
$321K +$321K +2,162 New
AWA
150
Arete Wealth Advisors
Illinois
$318K +$3.13K +21 +1%
4 5
6
7 8