FXL icon

First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

226 hedge funds and large institutions have $683M invested in First Trust Technology AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 93 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-30
Holders Change %
-11.72%
% of All Funds
3.07%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
13
Increased
37
Reduced
93
Closed
33
Calls
–
Puts
$661K
Net Calls
-$661K
Net Calls Change
+$4.55M

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$12.2M
2
CI
CX Institutional
Indiana
+$5.95M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.53M
4
CPIG
Chicago Partners Investment Group
Illinois
+$3.64M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$3.63M

Top Sellers

1
RW
RVW Wealth
California
-$15.8M
2
IAA
Independent Advisor Alliance
North Carolina
-$11.7M
3
Morgan Stanley
Morgan Stanley
New York
-$11.6M
4
NA
NewEdge Advisors
Louisiana
-$7.73M
5
VCM
Virtue Capital Management
Tennessee
-$5.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
201
Barrett & Company
Rhode Island
$19.8K – – –
WSFS
202
Wilmington Savings Fund Society
Delaware
$19.3K – – –
T
203
Tidemark
California
$17K – – –
CWM
204
Copia Wealth Management
Oregon
$16.5K – – –
BWL
205
Bogart Wealth LLC
Virginia
$14.4K – – –
BOJHT
206
Bank of Jackson Hole Trust
Wyoming
$13.5K -$7.25K -50 -35%
PSFG
207
Park Square Financial Group
Georgia
$13.2K – – –
TFA
208
Transamerica Financial Advisors
Florida
$12K – – –
NEWAS
209
N.E.W. Advisory Services
Wisconsin
$11.9K +$11.9K +90 New
FFA
210
Founders Financial Alliance
North Carolina
$10.8K +$3.03K +23 +39%
CWM
211
CarsonAllaria Wealth Management
Illinois
$9.98K +$133 +1 +1%
GWSG
212
GPS Wealth Strategies Group
Colorado
$9.26K – – –
CA
213
Continuum Advisory
Idaho
$9.26K – – –
CIAS
214
Capital Investment Advisory Services
North Carolina
$8.81K – – –
Qube Research & Technologies (QRT)
215
Qube Research & Technologies (QRT)
United Kingdom
$8.73K – – –
GSWM
216
Golden State Wealth Management
California
$6.61K – – –
T
217
Transce3nd
Texas
$6.48K -$615K -4,649 -99%
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
$6.48K – – –
SFG
219
Stonebridge Financial Group
Pennsylvania
$5.56K – – –
VWA
220
Valued Wealth Advisors
Utah
$4.5K – – –
HNB
221
Huntington National Bank
Ohio
$3.7K -$4.16K – –
EAM
222
Eukles Asset Management
Ohio
$3.31K – – –
ACA
223
Aptus Capital Advisors
Alabama
$3.04K – – –
GWANC
224
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.04K – – –
PIS
225
POM Investment Strategies
North Carolina
$1.19K – – –
7 8
9
10 11