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First Trust Technology AlphaDEX Fund
FXL

223 hedge funds and large institutions have $898M invested in First Trust Technology AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

38% more capital invested

Capital invested by funds: $651M → $898M (+$247M)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

10.87% more ownership

Funds ownership: 56.48% → 67.35% (+11%)

8% more funds holding

Funds holding: 207 → 223 (+16)

13% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 70

Holders
223
Holders Change
+16
Holders Change %
+7.73%
% of All Funds
3.25%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
31
Increased
61
Reduced
70
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$108M
2
RJA
Raymond James & Associates
Florida
+$11.2M
3
Truist Financial
Truist Financial
North Carolina
+$6.37M
4
LPL Financial
LPL Financial
California
+$5.77M
5
NA
Navellier & Associates
Nevada
+$3.67M

Top Sellers

1
VWM
Valley Wealth Managers
New Jersey
-$5.48M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.43M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.16M
4
UBS Group
UBS Group
Switzerland
-$4.85M
5
VCM
Virtue Capital Management
Tennessee
-$3.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
IF
151
Intrua Financial
Texas
$252K -$268K -2,300 -54%
CCB
152
Country Club Bank
Missouri
$250K – – –
SG
153
StoneX Group
New York
$242K -$32.6K -280 -13%
LRPA
154
L. Roy Papp & Associates
Arizona
$236K – – –
Citadel Advisors
155
Citadel Advisors
Florida
$229K -$5.43M -46,631 -96%
GS
156
GTS Securities
New York
$229K +$208K +1,788 New
CAM
157
Cresset Asset Management
Illinois
$229K -$11.5K -99 -5%
FWP
158
Firethorn Wealth Partners
Georgia
$226K +$206K +1,768 New
IPW
159
Impact Partnership Wealth
Georgia
$225K – – –
TSS
160
Two Sigma Securities
New York
$222K -$92.2K -792 -31%
SAM
161
Secure Asset Management
Michigan
$220K +$200K +1,716 New
OIA
162
OneDigital Investment Advisors
Kansas
$211K +$192K +1,646 New
CFGS
163
Concourse Financial Group Securities
Alabama
$211K – – –
SP
164
Stablepoint Partners
Massachusetts
$210K +$190K +1,636 New
RLWM
165
RF&L Wealth Management
Massachusetts
$208K +$189K +1,625 New
LNC
166
Lincoln National Corp
Pennsylvania
$201K -$80.8K -694 -31%
PTC
167
Private Trust Company
Ohio
$201K – – –
Fidelity Investments
168
Fidelity Investments
Massachusetts
$176K +$63.8K +548 +66%
DWA
169
Delos Wealth Advisors
Texas
$161K – – –
IF
170
Integrity Financial
Wyoming
$148K – – –
PS
171
Principal Securities
Iowa
$144K +$131K +1,123 New
AP
172
Atwood & Palmer
Missouri
$138K – – –
SS
173
Sunbelt Securities
Texas
$128K +$233 +2 +0.2%
BBHC
174
Brown Brothers Harriman & Co
New York
$128K – – –
TCG
175
Transcendent Capital Group
Oklahoma
$128K +$116K +1,000 New
5 6
7
8 9

FXL Hedge Fund Activity: Q4 2023 in Review

223 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Technology AlphaDEX Fund (FXL) for Q4 2023, worth a combined $898M — up 38% from $651M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FXL positions and 14 closed out — a net gain of 17 holders — while 61 added to existing stakes and 70 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $108M. The largest seller was Valley Wealth Managers, cutting an estimated $5.48M.

  • 223 institutional investors held First Trust Technology AlphaDEX Fund (FXL) as of Q4 2023, up from 207 in Q3 2023.
  • Funds reported $898M of First Trust Technology AlphaDEX Fund stock for Q4 2023, up 38% quarter-over-quarter.
  • 31 funds opened new First Trust Technology AlphaDEX Fund positions in Q4 2023 and 14 closed out, a net change of +17 holders.
  • The largest First Trust Technology AlphaDEX Fund buyer in Q4 2023 was Morgan Stanley, an estimated $108M added.
  • The largest First Trust Technology AlphaDEX Fund seller in Q4 2023 was Valley Wealth Managers, an estimated $5.48M sold.

Based on aggregated 13F filings for Q4 2023.