FXL icon

First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

163 hedge funds and large institutions have $1.8B invested in First Trust Technology AlphaDEX Fund in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 78 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
163
Holders Change
+11
Holders Change %
+7.24%
% of All Funds
3.73%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
24
Increased
78
Reduced
41
Closed
13
Calls
–
Puts
$604K
Net Calls
-$604K
Net Calls Change
-$2K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$210M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$20.3M
3
RJA
3
Raymond James & Associates
Florida
$58.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$21.6M
5
AIM
5
Astor Investment Management
Illinois
$32.9M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$702M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$16.9M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.56M
4
CWM
4
Cornerstone Wealth Management
Missouri
$42.5M
5
FEG
5
Financial Enhancement Group
Indiana
$6.05M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$702M 11,049,584 -314,584 -3%
Wells Fargo
2
Wells Fargo
California
$210M 3,298,228 +263,477 +9%
Morgan Stanley
3
Morgan Stanley
New York
$153M 2,404,210 +49,788 +2%
Bank of America
4
Bank of America
North Carolina
$69.9M 1,099,410 +85,057 +8%
UBS Group
5
UBS Group
Switzerland
$62.3M 980,807 +45,331 +5%
RJA
6
Raymond James & Associates
Florida
$58.2M 916,022 +219,317 +31%
CWM
7
Cornerstone Wealth Management
Missouri
$42.5M 2,082,707 -413,675 -17%
AIM
8
Astor Investment Management
Illinois
$32.9M 518,263 +132,717 +34%
NA
9
Navellier & Associates
Nevada
$26.7M 420,305 +9,615 +2%
LPL Financial
10
LPL Financial
California
$26.3M 413,888 +39,071 +10%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$21.6M 340,097 +139,883 +70%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$21.5M 338,752 +69,925 +26%
NC
13
NewSquare Capital
Pennsylvania
$20.9M 328,159 +29,090 +10%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$20.3M 320,031 +237,967 +290%
MML Investors Services
15
MML Investors Services
Massachusetts
$16.9M 265,781 -226,747 -46%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$16.4M 258,009 +3,531 +1%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$14.7M 231,377 +74,123 +47%
HFS
18
HL Financial Services
Kentucky
$13M 204,022 +9,495 +5%
Ameriprise
19
Ameriprise
Minnesota
$12.4M 195,392 +16,629 +9%
HCIA
20
Hochman Cole Investment Advisors
Illinois
$12M 189,357 -121 -0.1%
SB
21
Suntrust Banks
Georgia
$10.8M 199,951 +3,457 +2%
ODG
22
O'Dell Group
Ohio
$10.7M 169,145 +2,375 +1%
GA
23
Gateway Advisory
New Jersey
$10.1M 159,325 +16,432 +11%
Jane Street
24
Jane Street
New York
$8.92M 140,395 +44,932 +47%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$8.56M 134,705 -156,180 -54%
1
2 3 4 5