FXL icon

First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

188 hedge funds and large institutions have $1.71B invested in First Trust Technology AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 81 increasing their positions, 64 reducing their positions, and 17 closing their positions.

Holders
188
Holders Change
+2
Holders Change %
+1.08%
% of All Funds
4.09%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
26
Increased
81
Reduced
64
Closed
17
Calls
$233K
Puts
–
Net Calls
+$233K
Net Calls Change
+$233K

Top Buyers

1
TIM
1
Total Investment Management
Arizona
$50.9M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$19.2M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$56M
4
Wells Fargo
4
Wells Fargo
California
$195M
5
RJA
5
Raymond James & Associates
Florida
$60.2M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$565M
2
NA
2
Navellier & Associates
Nevada
$12.5M
3
FEM
3
Fulcrum Equity Management
Texas
$18.9M
4
Ameriprise
4
Ameriprise
Minnesota
$12.4M
5
AIM
5
Astor Investment Management
Illinois
$19.2M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$565M 8,486,622 -761,911 -8%
Wells Fargo
2
Wells Fargo
California
$195M 2,933,416 +119,203 +4%
Morgan Stanley
3
Morgan Stanley
New York
$156M 2,339,929 +37,302 +2%
Bank of America
4
Bank of America
North Carolina
$70.3M 1,055,777 +33,425 +3%
UBS Group
5
UBS Group
Switzerland
$61.3M 921,840 +3,282 +0.4%
RJA
6
Raymond James & Associates
Florida
$60.2M 905,169 +101,185 +13%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$56M 841,661 +123,621 +17%
TIM
8
Total Investment Management
Arizona
$50.9M 776,844 +397,476 +105%
LPL Financial
9
LPL Financial
California
$32.3M 485,309 +15,808 +3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$24.8M 373,162 +12,736 +4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$22.7M 340,873 +2,537 +0.7%
NC
12
NewSquare Capital
Pennsylvania
$21.3M 319,857 -5,952 -2%
AIM
13
Astor Investment Management
Illinois
$19.2M 289,248 -105,369 -27%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$19.2M 288,184 +21,863 +8%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$19.2M 287,814 +197,918 +220%
FEM
16
Fulcrum Equity Management
Texas
$18.9M 280,834 -108,961 -28%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$18.2M 146,192 – –
MML Investors Services
18
MML Investors Services
Massachusetts
$17.4M 260,965 -3,561 -1%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$16.5M 248,026 +5,095 +2%
HCIA
20
Hochman Cole Investment Advisors
Illinois
$12.8M 191,963 -5,648 -3%
NA
21
Navellier & Associates
Nevada
$12.5M 188,262 -114,776 -38%
Ameriprise
22
Ameriprise
Minnesota
$12.4M 186,980 -108,007 -37%
SB
23
Suntrust Banks
Georgia
$11.1M 205,382 +6,225 +3%
ODG
24
O'Dell Group
Ohio
$10.7M 160,423 +455 +0.3%
DADC
25
D.A. Davidson & Co
Montana
$9.25M 139,066 +1,839 +1%
1
2 3 4 5