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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

231 hedge funds and large institutions have $774M invested in First Trust Technology AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 82 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
–
Holders Change %
0%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
51
Reduced
82
Closed
19
Calls
$860K
Puts
$971K
Net Calls
-$111K
Net Calls Change
+$175K

Top Buyers

1
FEG
1
Financial Enhancement Group
Indiana
$4.38M
2
Jane Street
2
Jane Street
New York
$6.2M
3
SPWM
3
Schrum Private Wealth Management
Florida
$5.69M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.38M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$4.43M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
IPW
2
IronBridge Private Wealth
Texas
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$9.95M
4
NA
4
Navellier & Associates
Nevada
$0
5
MCM
5
MAI Capital Management
Ohio
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARC
151
Advisor Resource Council
Texas
$262K +$262K +1,888 New
LRPA
152
L. Roy Papp & Associates
Arizona
$256K – – –
IF
153
Intrua Financial
Texas
$249K -$9.71K -70 -4%
TC
154
TownSquare Capital
Utah
$243K -$13.9K -100 -5%
SAM
155
Secure Asset Management
Michigan
$239K – – –
Corient Private Wealth
156
Corient Private Wealth
Florida
$232K -$148K -1,069 -39%
RLWM
157
RF&L Wealth Management
Massachusetts
$225K – – –
FCP
158
Fidelis Capital Partners
Florida
$219K +$219K +1,564 New
PAS
159
Park Avenue Securities
New York
$218K -$103K -744 -32%
PTC
160
Private Trust Company
Ohio
$218K – – –
OCPWS
161
One Charles Private Wealth Services
Massachusetts
$216K – – –
AP
162
Americana Partners
Texas
$215K – – –
WMA
163
Wealth Management Associates
New Jersey
$213K -$10.1K -73 -5%
KWM
164
Kingsview Wealth Management
Oregon
$209K +$2.63K +19 +1%
QPW
165
Quantum Private Wealth
Florida
$208K – – –
IPW
166
Impact Partnership Wealth
Georgia
$208K – – –
CWS
167
Cypress Wealth Services
California
$202K +$202K +1,456 New
CFGS
168
Concourse Financial Group Securities
Alabama
$186K -$13.9K -100 -7%
DWA
169
Delos Wealth Advisors
Texas
$174K – – –
Bessemer Group
170
Bessemer Group
New Jersey
$172K – – –
IF
171
Integrity Financial
Wyoming
$160K – – –
PS
172
Principal Securities
Iowa
$154K – – –
SS
173
Sunbelt Securities
Texas
$139K – – –
AP
174
Atwood & Palmer
Missouri
$139K -$10.4K -75 -7%
BBHC
175
Brown Brothers Harriman & Co
New York
$139K – – –
5 6
7
8 9