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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

200 hedge funds and large institutions have $661M invested in First Trust Technology AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 68 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+3
Holders Change %
+1.52%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
28
Increased
43
Reduced
68
Closed
24
Calls
–
Puts
$294K
Net Calls
-$294K
Net Calls Change
-$294K

Top Buyers

1
VAS
Vestmark Advisory Solutions
Massachusetts
$16.2M
2
CAS
Coppell Advisory Solutions
Texas
$6.01M
3
RW
RVW Wealth
California
$17.7M
4
UBS Group
UBS Group
Switzerland
$25.8M
5
Morgan Stanley
Morgan Stanley
New York
$103M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$19.8M
2
WEG
World Equity Group
Illinois
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$14.7M
4
NA
Navellier & Associates
Nevada
$0
5
Wells Fargo
Wells Fargo
California
$81.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
201
Eukles Asset Management
Ohio
$2.65K – – –
WEG
202
World Equity Group
Illinois
– -$4.69M -63,791 Closed
NA
203
Navellier & Associates
Nevada
– -$4.15M -39,470 Closed
AIM
204
Astor Investment Management
Illinois
– -$2.98M -28,371 Closed
AWA
205
Arete Wealth Advisors
Illinois
– -$16K -13,500 Closed
AI
206
Atria Investments
North Carolina
– -$1.3M -12,385 Closed
PFA
207
Pinnacle Family Advisors
Missouri
– -$1.02M -9,680 Closed
FEM
208
Fulcrum Equity Management
Texas
– -$762K -7,247 Closed
KF
209
Krilogy Financial
Missouri
– -$760K -7,222 Closed
IA
210
IFG Advisory
Georgia
– -$599K -5,697 Closed
Jane Street
211
Jane Street
New York
– -$464K -4,407 Closed
ECA
212
Elevated Capital Advisors
Utah
– -$367K -3,490 Closed
SMF
213
Sterling Manor Financial
New York
– -$318K -3,025 Closed
TSS
214
Two Sigma Securities
New York
– -$267K -2,536 Closed
AWM
215
Axxcess Wealth Management
California
– -$240K -2,278 Closed
BAAM
216
Baker Avenue Asset Management
California
– -$210K -2,000 Closed
Bank of New York Mellon
217
Bank of New York Mellon
New York
– -$207K -1,970 Closed
CF
218
Centaurus Financial
California
– -$194K -1,849 Closed
ASN
219
Advisory Services Network
Georgia
– -$180K -1,714 Closed
ONST
220
Old North State Trust
North Carolina
– -$101K -964 Closed
AWM
221
Accel Wealth Management
Iowa
– -$93.6K -890 Closed
AAS
222
Ameritas Advisory Services
Nebraska
– -$74.8K -742 Closed
AssetMark Inc
223
AssetMark Inc
California
– -$28.4K -270 Closed
Qube Research & Technologies (QRT)
224
Qube Research & Technologies (QRT)
United Kingdom
– -$26K -247 Closed
BAM
225
Belpointe Asset Management
Nevada
– -$5.68K -54 Closed
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