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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

163 hedge funds and large institutions have $1.8B invested in First Trust Technology AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 78 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+11
Holders Change %
+7.24%
% of All Funds
3.73%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
24
Increased
78
Reduced
41
Closed
13
Calls
–
Puts
$604K
Net Calls
-$604K
Net Calls Change
-$2K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$210M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$20.3M
3
RJA
3
Raymond James & Associates
Florida
$58.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$21.6M
5
AIM
5
Astor Investment Management
Illinois
$32.9M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$702M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$16.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.56M
4
CWM
4
Cornerstone Wealth Management
Missouri
$42.5M
5
FEG
5
Financial Enhancement Group
Indiana
$6.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTB
151
Washington Trust Bank
Washington
$20K – – –
MWPCG
152
Measured Wealth Private Client Group
New Hampshire
$19K +$19K +300 New
Deutsche Bank
153
Deutsche Bank
Germany
$15K – – –
BWM
154
Baystate Wealth Management
Massachusetts
$15K – – –
WP
155
WealthShield Partners
North Carolina
$13K – – –
IFAM
156
Institutional & Family Asset Management
Colorado
$12K – – –
GEA
157
Glen Eagle Advisors
New Jersey
$6.35K – – –
AA
158
AlphaMark Advisors
Kentucky
$6K – – –
PFBT
159
Parkside Financial Bank & Trust
Missouri
$5K – – –
FGAM
160
Financial Gravity Asset Management
Texas
$5K – – –
SIS
161
Sound Income Strategies
Florida
$1K +$1K +12 New
CF
162
Centaurus Financial
California
$407 -$498K -7,341 -100%
WP
163
WealthSource Partners
California
– -$4.35M -77,287 Closed
SWM
164
Segment Wealth Management
Texas
– -$1.97M -34,950 Closed
BRF
165
B. Riley Financial
California
– -$975K -16,680 Closed
GTAM
166
Global Trust Asset Management
Florida
– -$371K -6,600 Closed
FA
167
FDx Advisors
Illinois
– -$273K -4,846 Closed
RIA
168
Regal Investment Advisors
Michigan
– -$272K -4,826 Closed
NWP
169
Northstar Wealth Partners
Connecticut
– -$234K -4,162 Closed
Manulife (Manufacturers Life Insurance)
170
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$146K -2,596 Closed
AWA
171
Acorn Wealth Advisors
Michigan
– -$21K -370 Closed
BCA
172
Bay Colony Advisors
Massachusetts
– -$10K -171 Closed
WAP
173
Wealthcare Advisory Partners
Pennsylvania
– -$5K -96 Closed
SWP
174
Strategic Wealth Partners
Ohio
– -$4K -72 Closed
MPWT
175
MassMutual Private Wealth & Trust
Connecticut
– -$2.65K -47 Closed
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