FXL icon

First Trust Technology AlphaDEX Fund

225 hedge funds and large institutions have $1.88B invested in First Trust Technology AlphaDEX Fund in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 52 increasing their positions, 85 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+33
Holders Change %
+17.19%
% of All Funds
3.99%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.2%
New
47
Increased
52
Reduced
85
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PGAM
201
Princeton Global Asset Management
New Jersey
$34K +$34K +300 New
HPC
202
HM Payson & Co
Maine
$33K
APWM
203
Atlas Private Wealth Management
New York
$31K
BWM
204
Baystate Wealth Management
Massachusetts
$29K -$111 -1 -0.4%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$28K
RPWA
206
Regent Peak Wealth Advisors
Georgia
$24K +$24K +217 New
GWMIA
207
Global Wealth Management Investment Advisory
Florida
$23K
WWM
208
Wagner Wealth Management
South Carolina
$22K +$22K +194 New
SPWG
209
Sage Private Wealth Group
Illinois
$20K +$20K +177 New
IFAM
210
Institutional & Family Asset Management
Colorado
$18K
GI
211
Gradient Investments
Minnesota
$14K
TAM
212
Tucker Asset Management
Colorado
$13.6K +$13.6K +122 New
CAAS
213
Capital Asset Advisory Services
Michigan
$13K
BWL
214
Bogart Wealth LLC
Virginia
$11K
CWP
215
Concord Wealth Partners
Virginia
$11K +$11K +100 New
LS
216
Leelyn Smith
Illinois
$8K
HGWM
217
Harvest Group Wealth Management
Massachusetts
$5K
CFA
218
Carroll Financial Associates
North Carolina
$4K +$4K +40 New
BHWM
219
Bay Harbor Wealth Management
Maryland
$3K -$17.4K -174 -85%
Rockefeller Capital Management
220
Rockefeller Capital Management
New York
$3K
EAM
221
Eukles Asset Management
Ohio
$2K
ACA
222
Aptus Capital Advisors
Alabama
$2K
CC
223
Cypress Capital
Tennessee
$1K +$1K +13 New
WIM
224
Westside Investment Management
California
$64
WI
225
Wintrust Investments
Illinois
-$1.42M -15,600 Closed