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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 %
DC
151
Davenport & Co
Virginia
$310K – – –
ATC
152
Argent Trust Co
Tennessee
$309K – – –
RIS
153
Richmond Investment Services
Wisconsin
$304K +$304K +2,048 New
HA
154
HFG Advisors
Ohio
$302K -$15.6K -105 -5%
Empower Advisory Group
155
Empower Advisory Group
Colorado
$299K – – –
TFS
156
Thoroughbred Financial Services
Tennessee
$298K – – –
DWP
157
Destiny Wealth Partners
Florida
$294K – – –
PAS
158
Park Avenue Securities
New York
$293K +$59.3K +399 +25%
IFWM
159
Institute for Wealth Management
Colorado
$290K -$7.43K -50 -3%
CCB
160
Country Club Bank
Missouri
$288K – – –
LRPA
161
L. Roy Papp & Associates
Arizona
$274K – – –
IF
162
Intrua Financial
Texas
$267K – – –
TC
163
TownSquare Capital
Utah
$260K – – –
SAM
164
Secure Asset Management
Michigan
$256K +$149 +1 +0.1%
TS
165
TradeWell Securities
Indiana
$256K +$256K +1,722 New
ASN
166
Advisory Services Network
Georgia
$251K -$113K -764 -31%
FCP
167
Fidelis Capital Partners
Florida
$243K – – –
RLWM
168
RF&L Wealth Management
Massachusetts
$241K – – –
CF
169
Convergence Financial
Missouri
$241K -$252K -1,697 -51%
PTC
170
Private Trust Company
Ohio
$233K – – –
OCPWS
171
One Charles Private Wealth Services
Massachusetts
$231K – – –
AP
172
Americana Partners
Texas
$231K – – –
AF
173
Abound Financial
California
$231K +$231K +1,554 New
Fisher Asset Management
174
Fisher Asset Management
Washington
$226K +$226K +1,520 New
QPW
175
Quantum Private Wealth
Florida
$223K – – –
5 6
7
8 9