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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

197 hedge funds and large institutions have $586M invested in First Trust Technology AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+2
Holders Change %
+1.03%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
21
Increased
45
Reduced
79
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCM
1
Virtue Capital Management
Tennessee
$9.36M
2
RW
2
RVW Wealth
California
$11.5M
3
FEG
3
Financial Enhancement Group
Indiana
$4.38M
4
WEG
4
World Equity Group
Illinois
$4.69M
5
NA
5
Navellier & Associates
Nevada
$4.15M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$90.6M
2
UBS Group
2
UBS Group
Switzerland
$19.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$309K
4
LPL Financial
4
LPL Financial
California
$45.4M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
176
Cape Investment Advisory
Georgia
$26.5K +$26.5K +252 New
Qube Research & Technologies (QRT)
177
Qube Research & Technologies (QRT)
United Kingdom
$26K +$6.63K +63 +34%
ADL
178
Asset Dedication LLC
California
$21K – – –
BCMLT
179
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.8K – – –
TAM
180
Tucker Asset Management
Colorado
$19K +$19K +181 New
HPC
181
HM Payson & Co
Maine
$17.5K – – –
AWA
182
Arete Wealth Advisors
Illinois
$16K +$1.78K +1,500 +13%
LFA
183
Legend Financial Advisors
Pennsylvania
$14K – – –
Commonwealth Equity Services
184
Commonwealth Equity Services
Massachusetts
$13.6K -$464 -4,411 -3%
AF
185
Allworth Financial
California
$13.2K – – –
BWL
186
Bogart Wealth LLC
Virginia
$10.5K – – –
TFA
187
Transamerica Financial Advisors
Florida
$10K -$333 -3 -3%
IFAM
188
Institutional & Family Asset Management
Colorado
$8.42K – – –
GWSG
189
GPS Wealth Strategies Group
Colorado
$8.1K +$8.1K +77 New
CWM
190
CarsonAllaria Wealth Management
Illinois
$7.28K +$2.64K +25 +57%
FFA
191
Founders Financial Alliance
North Carolina
$6.14K -$103K -970 -94%
AWM
192
Avior Wealth Management
Nebraska
$5.79K +$5.79K +55 New
BAM
193
Belpointe Asset Management
Nevada
$5.68K – – –
WP
194
WealthPLAN Partners
Nebraska
$4.84K +$4.84K +46 New
TWC
195
TD Waterhouse Canada
Ontario, Canada
$3.14K +$524 +5 +20%
EAM
196
Eukles Asset Management
Ohio
$2.42K – – –
ACA
197
Aptus Capital Advisors
Alabama
$2.42K -$5.26K -50 -68%
GWANC
198
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.42K – – –
CI
199
CX Institutional
Indiana
– -$2.17M -23,682 Closed
PCIA
200
Prime Capital Investment Advisors
Kansas
– -$376K -4,112 Closed
5 6 7
8
9