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First Trust Technology AlphaDEX Fund
FXL

223 hedge funds and large institutions have $898M invested in First Trust Technology AlphaDEX Fund in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

38% more capital invested

Capital invested by funds: $651M → $898M (+$247M)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

10.87% more ownership

Funds ownership: 56.48% → 67.35% (+11%)

8% more funds holding

Funds holding: 207 → 223 (+16)

13% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 70

Holders
223
Holders Change
+16
Holders Change %
+7.73%
% of All Funds
3.25%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
31
Increased
61
Reduced
70
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$108M
2
RJA
Raymond James & Associates
Florida
+$11.2M
3
Truist Financial
Truist Financial
North Carolina
+$6.37M
4
LPL Financial
LPL Financial
California
+$5.77M
5
NA
Navellier & Associates
Nevada
+$3.67M

Top Sellers

1
VWM
Valley Wealth Managers
New Jersey
-$5.48M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.43M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$5.16M
4
UBS Group
UBS Group
Switzerland
-$4.85M
5
VCM
Virtue Capital Management
Tennessee
-$3.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
176
EP Wealth Advisors
California
$123K +$112K +958 New
ODG
177
O'Dell Group
Ohio
$102K +$92.7K +796 New
CFD
178
Creative Financial Designs
Indiana
$85K +$3.14K +27 +4%
GWM
179
Geneos Wealth Management
Colorado
$81.9K -$14.4K -124 -16%
MA
180
MCF Advisors
Kentucky
$78.9K – – –
William Blair & Company
181
William Blair & Company
Illinois
$78.8K – – –
GFPC
182
Global Financial Private Client
Florida
$74.8K – – –
WT
183
Washington Trust
Rhode Island
$74.8K – – –
HNB
184
Huntington National Bank
Ohio
$71.7K – – –
GG
185
Greenwood Gearhart
Arkansas
$60.8K +$55.3K +475 New
TRCT
186
Tower Research Capital (TRC)
New York
$60.3K -$18.2K -156 -25%
HCP
187
Hexagon Capital Partners
Arkansas
$57.5K – – –
EWM
188
EPG Wealth Management
Georgia
$57.5K +$116 +1 +0.2%
IGWM
189
ICA Group Wealth Management
Colorado
$56.7K +$51.6K +443 New
BTI
190
Blue Trust Inc
Georgia
$54K -$34K -292 -38%
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$51.4K – – –
NS
192
NBC Securities
Alabama
$43K – – –
WIM
193
Westside Investment Management
California
$38.4K – – –
SIC
194
Salem Investment Counselors
North Carolina
$38.4K – – –
FWP
195
FAS Wealth Partners
Kansas
$37.4K +$116 +1 +0.3%
BWM
196
Baystate Wealth Management
Massachusetts
$33.8K +$116 +1 +0.4%
Citigroup
197
Citigroup
New York
$33.8K – – –
FGAM
198
Financial Gravity Asset Management
Texas
$32.3K +$29.3K +252 New
ADL
199
Asset Dedication LLC
California
$25K – – –
T
200
Tidemark
California
$23K +$21K +180 New
6 7
8
9 10

FXL Hedge Fund Activity: Q4 2023 in Review

223 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Technology AlphaDEX Fund (FXL) for Q4 2023, worth a combined $898M — up 38% from $651M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FXL positions and 14 closed out — a net gain of 17 holders — while 61 added to existing stakes and 70 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $108M. The largest seller was Valley Wealth Managers, cutting an estimated $5.48M.

  • 223 institutional investors held First Trust Technology AlphaDEX Fund (FXL) as of Q4 2023, up from 207 in Q3 2023.
  • Funds reported $898M of First Trust Technology AlphaDEX Fund stock for Q4 2023, up 38% quarter-over-quarter.
  • 31 funds opened new First Trust Technology AlphaDEX Fund positions in Q4 2023 and 14 closed out, a net change of +17 holders.
  • The largest First Trust Technology AlphaDEX Fund buyer in Q4 2023 was Morgan Stanley, an estimated $108M added.
  • The largest First Trust Technology AlphaDEX Fund seller in Q4 2023 was Valley Wealth Managers, an estimated $5.48M sold.

Based on aggregated 13F filings for Q4 2023.