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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

226 hedge funds and large institutions have $800M invested in First Trust Technology AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 87 reducing their positions, and 15 closing their positions.

Holders
226
Holders Change
+6
Holders Change %
+2.73%
% of All Funds
3.28%
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
52
Reduced
87
Closed
15
Calls
$688K
Puts
–
Net Calls
+$688K
Net Calls Change
+$688K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$99.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.32M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.98M
4
BTWM
4
Brass Tax Wealth Management
Ohio
$4.38M
5
UBS Group
5
UBS Group
Switzerland
$28.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$117M
2
RJA
2
Raymond James & Associates
Florida
$32.9M
3
LPL Financial
3
LPL Financial
California
$57.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
GCA
5
Genesee Capital Advisors
New York
$16.8M
Name Market Value Shares Shares
Change 		Shares
Change %
LRPA
151
L. Roy Papp & Associates
Arizona
$248K 1,843 – –
P
152
&Partners
Tennessee
$244K 1,811 +1,811 New
CAM
153
Cresset Asset Management
Illinois
$241K 1,785 – –
CF
154
Convergence Financial
Missouri
$240K 1,780 +1,780 New
Millennium Management
155
Millennium Management
New York
$236K 1,747 +1,747 New
SAM
156
Secure Asset Management
Michigan
$232K 1,721 +5 +0.3%
OIA
157
OneDigital Investment Advisors
Kansas
$222K 1,646 – –
WMA
158
Wealth Management Associates
New Jersey
$219K 1,608 +1,608 New
RLWM
159
RF&L Wealth Management
Massachusetts
$219K 1,625 – –
PTC
160
Private Trust Company
Ohio
$212K 1,570 – –
OCPWS
161
One Charles Private Wealth Services
Massachusetts
$210K 1,557 +1,557 New
AP
162
Americana Partners
Texas
$210K 1,554 +1,554 New
QPW
163
Quantum Private Wealth
Florida
$202K 1,500 -1,500 -50%
IPW
164
Impact Partnership Wealth
Georgia
$202K 1,500 -257 -15%
KWM
165
Kingsview Wealth Management
Oregon
$200K 1,485 +1,485 New
CFGS
166
Concourse Financial Group Securities
Alabama
$195K 1,445 -200 -12%
Bessemer Group
167
Bessemer Group
New Jersey
$183K 1,355 -750 -36%
DWA
168
Delos Wealth Advisors
Texas
$169K 1,254 – –
IF
169
Integrity Financial
Wyoming
$156K 1,156 – –
PS
170
Principal Securities
Iowa
$149K 1,103 -20 -2%
AP
171
Atwood & Palmer
Missouri
$145K 1,075 – –
SS
172
Sunbelt Securities
Texas
$135K 1,002 – –
BBHC
173
Brown Brothers Harriman & Co
New York
$135K 1,000 – –
TCG
174
Transcendent Capital Group
Oklahoma
$135K 1,000 – –
EWA
175
EP Wealth Advisors
California
$114K 843 -115 -12%
5 6
7
8 9