FXL icon

First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

185 hedge funds and large institutions have $1.16B invested in First Trust Technology AlphaDEX Fund in 2020 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-17
Holders Change %
-8.42%
% of All Funds
4.09%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.15%
New
22
Increased
51
Reduced
91
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$12.8M
2
RW
2
RVW Wealth
California
$8.55M
3
GCA
3
Genesee Capital Advisors
New York
$5.69M
4
FTUS
4
Flow Traders U.S.
New York
$4.5M
5
SL
5
Savior LLC
Massachusetts
$4.41M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$347M
2
Wells Fargo
2
Wells Fargo
California
$141M
3
NC
3
NewSquare Capital
Pennsylvania
$4.77M
4
FEM
4
Fulcrum Equity Management
Texas
$0
5
Bank of America
5
Bank of America
North Carolina
$42.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
176
Institutional & Family Asset Management
Colorado
$10K – – –
JAWM
177
J. Arnold Wealth Management
Ohio
$9K -$1.66M -27,642 -99%
Simplex Trading
178
Simplex Trading
Illinois
$5K +$5K +100 New
RFM
179
Royal Fund Management
Florida
$4K -$304K -6,378 -99%
GSWM
180
Golden State Wealth Management
California
$3K +$3K +50 New
HGWM
181
Harvest Group Wealth Management
Massachusetts
$2K – – –
BAMG
182
Brand Asset Management Group
Missouri
$2K +$2K +27 New
AA
183
Advisory Alpha
Michigan
$1.18K -$3.27M -50,084 -100%
EAM
184
Eukles Asset Management
Ohio
$1K -$28.2K -593 -97%
AIS
185
Accurate Investment Solutions
Pennsylvania
$1K +$1K +25 New
WIM
186
Westside Investment Management
California
$37 +$37 +636 New
FEM
187
Fulcrum Equity Management
Texas
– -$15.2M -208,970 Closed
NA
188
Navellier & Associates
Nevada
– -$12.4M -171,152 Closed
FI
189
FormulaFolio Investments
Michigan
– -$7.68M -105,836 Closed
GA
190
Gateway Advisory
New Jersey
– -$7.38M -101,719 Closed
IAA
191
Independent Advisor Alliance
North Carolina
– -$3.21M -44,174 Closed
MWM
192
MinichMacGregor Wealth Management
New York
– -$2.42M -33,336 Closed
CW
193
CreativeOne Wealth
Kansas
– -$2.4M -33,034 Closed
GIA
194
Gladstone Institutional Advisory
Florida
– -$1.02M -14,039 Closed
HI
195
Horizon Investments
North Carolina
– -$611K -8,422 Closed
FFS
196
Founders Financial Securities
Maryland
– -$611K -8,422 Closed
RIA
197
Regal Investment Advisors
Michigan
– -$576K -7,931 Closed
AT
198
Arden Trust
Delaware
– -$573K -7,891 Closed
Renaissance Technologies
199
Renaissance Technologies
New York
– -$464K -6,400 Closed
AGM
200
Alpine Global Management
New York
– -$365K -5,027 Closed
5 6 7
8
9