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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

195 hedge funds and large institutions have $573M invested in First Trust Technology AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+11
Holders Change %
+5.98%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
28
Increased
52
Reduced
74
Closed
16
Calls
$201K
Puts
–
Net Calls
+$201K
Net Calls Change
+$201K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$34.2M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$15.3M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.74M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.84M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.55M

Top Sellers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$87.7K
2
Wells Fargo
2
Wells Fargo
California
$70.1M
3
RJA
3
Raymond James & Associates
Florida
$21.6M
4
GA
4
Gateway Advisory
New Jersey
$0
5
TWM
5
Triton Wealth Management
Arizona
$4.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
176
Qube Research & Technologies (QRT)
United Kingdom
$16.8K -$40.8K -446 -71%
HPC
177
HM Payson & Co
Maine
$15.2K – – –
RIA
178
Realta Investment Advisors
Delaware
$12.3K – – –
LFA
179
Legend Financial Advisors
Pennsylvania
$12.2K – – –
AF
180
Allworth Financial
California
$11.5K -$14K -153 -55%
CAS
181
Coppell Advisory Solutions
Texas
$9.61K +$9.61K +105 New
CASC
182
Coppell Advisory Solutions Corp
Texas
$9.61K +$9.61K +105 New
BWL
183
Bogart Wealth LLC
Virginia
$9.16K – – –
TFA
184
Transamerica Financial Advisors
Florida
$9K – – –
IFAM
185
Institutional & Family Asset Management
Colorado
$7.32K – – –
SC
186
SouthState Corp
Florida
$6.96K +$6.96K +76 New
ACA
187
Aptus Capital Advisors
Alabama
$6.68K +$275 +3 +4%
BAM
188
Belpointe Asset Management
Nevada
$4.94K +$4.94K +54 New
APC
189
Aspire Private Capital
North Carolina
$4.3K – – –
CWM
190
CarsonAllaria Wealth Management
Illinois
$4K – – –
TWC
191
TD Waterhouse Canada
Ontario, Canada
$2.29K – – –
GWANC
192
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.11K – – –
EAM
193
Eukles Asset Management
Ohio
$2K – – –
PAG
194
Private Advisor Group
New Jersey
$1.22K -$249 -2,724 -17%
WA
195
Win Advisors
Florida
$1.1K -$9.8K -107 -90%
WIM
196
Westside Investment Management
California
$27 -$5 -50 -14%
GA
197
Gateway Advisory
New Jersey
– -$2.94M -33,863 Closed
FAM
198
Flaharty Asset Management
Florida
– -$730K -8,414 Closed
OIA
199
OneDigital Investment Advisors
Kansas
– -$362K -4,170 Closed
IWC
200
Integrated Wealth Concepts
Massachusetts
– -$330K -3,805 Closed
5 6 7
8
9