FXL icon

First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

256 hedge funds and large institutions have $825M invested in First Trust Technology AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 54 increasing their positions, 77 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+25
Holders Change %
+10.82%
% of All Funds
3.41%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
42
Increased
54
Reduced
77
Closed
10
Calls
$743K
Puts
$5.96M
Net Calls
-$5.21M
Net Calls Change
-$5.1M

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$11.7M
2
LPL Financial
2
LPL Financial
California
$73.2M
3
NA
3
Navellier & Associates
Nevada
$3.33M
4
Goldman Sachs
4
Goldman Sachs
New York
$5.09M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.32M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$89.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$117M
3
Jane Street
3
Jane Street
New York
$1.62M
4
FEG
4
Financial Enhancement Group
Indiana
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
176
Impact Partnership Wealth
Georgia
$223K – – –
KWM
177
Kingsview Wealth Management
Oregon
$217K -$6.69K -45 -3%
CWS
178
Cypress Wealth Services
California
$216K – – –
WMA
179
Wealth Management Associates
New Jersey
$216K -$12.2K -82 -5%
RG
180
Rathbones Group
United Kingdom
$213K +$213K +1,436 New
OBWG
181
Onyx Bridge Wealth Group
New York
$212K +$212K +1,429 New
CFGS
182
Concourse Financial Group Securities
Alabama
$212K – – –
SA
183
Sovran Advisors
California
$212K +$212K +1,420 New
AFG
184
ABLE Financial Group
Arizona
$206K +$206K +1,389 New
BTI
185
Blue Trust Inc
Georgia
$198K +$91.1K +613 +85%
DWA
186
Delos Wealth Advisors
Texas
$186K – – –
Bessemer Group
187
Bessemer Group
New Jersey
$184K – – –
BBHC
188
Brown Brothers Harriman & Co
New York
$172K +$23.8K +160 +16%
IF
189
Integrity Financial
Wyoming
$172K – – –
PS
190
Principal Securities
Iowa
$158K -$7.43K -50 -4%
Belvedere Trading
191
Belvedere Trading
Illinois
$150K -$204K -1,371 -58%
SS
192
Sunbelt Securities
Texas
$150K – – –
TCG
193
Transcendent Capital Group
Oklahoma
$149K – – –
AP
194
Atwood & Palmer
Missouri
$149K – – –
ZB
195
Zions Bancorporation
Utah
$134K – – –
NWM
196
Nova Wealth Management
Florida
$133K +$133K +896 New
PWA
197
Physician Wealth Advisors
Utah
$108K +$108K +729 New
EWA
198
EP Wealth Advisors
California
$103K +$103K +693 New
CFD
199
Creative Financial Designs
Indiana
$102K +$8.32K +56 +9%
TLA
200
Tanglewood Legacy Advisors
Texas
$98.2K +$98.2K +661 New
6 7
8
9 10