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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

187 hedge funds and large institutions have $585M invested in First Trust Technology AlphaDEX Fund in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 89 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
-17
Holders Change %
-8.33%
% of All Funds
3.16%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
11
Increased
40
Reduced
89
Closed
26
Calls
$254K
Puts
–
Net Calls
+$254K
Net Calls Change
+$254K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$4.88M
2
NA
NewEdge Advisors
Louisiana
$1.91M
3
Ameriprise
Ameriprise
Minnesota
$7.64M
4
CI
CX Institutional
Indiana
$1.37M
5
VAS
Vestmark Advisory Solutions
Massachusetts
$926K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$94.3M
2
WA
Win Advisors
Florida
$11K
3
RJA
Raymond James & Associates
Florida
$25.6M
4
VCM
Virtue Capital Management
Tennessee
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
176
CarsonAllaria Wealth Management
Illinois
$4K – – –
APC
177
Aspire Private Capital
North Carolina
$4K – – –
CIAS
178
Capital Investment Advisory Services
North Carolina
$3K – – –
TWC
179
TD Waterhouse Canada
Ontario, Canada
$2.34K +$563 +6 +32%
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$2K -$84.4K -1,224 -98%
ACA
181
Aptus Capital Advisors
Alabama
$2K – – –
EAM
182
Eukles Asset Management
Ohio
$2K – – –
GWANC
183
Guardian Wealth Advisors (North Carolina)
North Carolina
$2K +$2K +23 New
BRWM
184
B. Riley Wealth Management
Tennessee
$845 -$4 -41 -0.5%
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$247 – -1 -0%
AR
186
Apeiron RIA
Texas
$99 – -16 -0.2%
WIM
187
Westside Investment Management
California
$32 – – –
VCM
188
Virtue Capital Management
Tennessee
– -$6.4M -55,137 Closed
GM
189
GeoWealth Management
Illinois
– -$821K -7,072 Closed
WA
190
Wealth Advisors
California
– -$391K -3,365 Closed
ASN
191
Advisory Services Network
Georgia
– -$327K -2,814 Closed
KWS
192
Keystone Wealth Services
California
– -$298K -2,569 Closed
MW
193
Marks Wealth
Maryland
– -$279K -2,400 Closed
SI
194
Saxon Interests
Texas
– -$253K -2,177 Closed
IFWM
195
Institute for Wealth Management
Colorado
– -$244K -2,100 Closed
MHS
196
M Holdings Securities
Oregon
– -$239K -2,059 Closed
OHWP
197
Oak Harbor Wealth Partners
North Carolina
– -$232K -2,000 Closed
SAM
198
Secure Asset Management
Michigan
– -$230K -1,979 Closed
CCB
199
Country Club Bank
Missouri
– -$228K -1,930 Closed
SS
200
Sunbelt Securities
Texas
– -$221K -1,872 Closed
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