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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

202 hedge funds and large institutions have $1.79B invested in First Trust Technology AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+18
Holders Change %
+9.78%
% of All Funds
3.99%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
42
Increased
66
Reduced
70
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$17.6M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$608M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$63.4M
4
AG
4
Advisor Group
Arizona
$19.4M
5
GA
5
Gateway Advisory
New Jersey
$7.38M

Top Sellers

1
TIM
1
Total Investment Management
Arizona
$0
2
FEM
2
Fulcrum Equity Management
Texas
$15.2M
3
NA
3
Navellier & Associates
Nevada
$12.4M
4
GM
4
GeoWealth Management
Illinois
$0
5
CS
5
Credit Suisse
Switzerland
$625K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
201
Larson Financial Group
Missouri
$1K +$444 +4 +80%
LS
202
Leelyn Smith
Illinois
$227 +$227 +3,134 New
WQ
203
Wealth Quarterback
New Jersey
$44 +$44 +2,312 New
TIM
204
Total Investment Management
Arizona
– -$50.5M -774,905 Closed
GM
205
GeoWealth Management
Illinois
– -$4.17M -63,959 Closed
VCM
206
Virtue Capital Management
Tennessee
– -$3.63M -55,659 Closed
FMP
207
Financial Management Professionals
Texas
– -$2.14M -32,810 Closed
TRCT
208
Tower Research Capital (TRC)
New York
– -$1.95M -29,869 Closed
VF
209
Virtu Financial
New York
– -$1.54M -23,584 Closed
DWA
210
Dorsey Wright & Associates
California
– -$1.52M -23,349 Closed
BCM
211
Barometer Capital Management
Ontario, Canada
– -$938K -14,400 Closed
M&T Bank
212
M&T Bank
New York
– -$343K -5,261 Closed
RCG
213
Ruggie Capital Group
Florida
– -$323K -4,955 Closed
WSTAM
214
Wilbanks Smith & Thomas Asset Management
Virginia
– -$275K -4,224 Closed
BWCS
215
Beirne Wealth Consulting Services
Connecticut
– -$222K -3,408 Closed
TSS
216
Two Sigma Securities
New York
– -$222K -3,405 Closed
IA
217
IFG Advisory
Georgia
– -$212K -3,267 Closed
PCM
218
Penserra Capital Management
California
– -$118K -1,820 Closed
CFA
219
Carroll Financial Associates
North Carolina
– -$53K -815 Closed
PO
220
Private Ocean
California
– -$8K -113 Closed
Federated Hermes
221
Federated Hermes
Pennsylvania
– -$7K -107 Closed
FGAM
222
Financial Gravity Asset Management
Texas
– -$5K -84 Closed
GSWM
223
Golden State Wealth Management
California
– -$3K -50 Closed
SB
224
Strategic Blueprint
Georgia
– -$3K -42 Closed
5 6 7 8
9