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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

202 hedge funds and large institutions have $1.79B invested in First Trust Technology AlphaDEX Fund in 2019 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 66 increasing their positions, 70 reducing their positions, and 21 closing their positions.

Holders
202
Holders Change
+18
Holders Change %
+9.78%
% of All Funds
3.99%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
42
Increased
66
Reduced
70
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$17.6M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$608M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$63.4M
4
AG
4
Advisor Group
Arizona
$19.4M
5
GA
5
Gateway Advisory
New Jersey
$7.38M

Top Sellers

1
TIM
1
Total Investment Management
Arizona
$0
2
FEM
2
Fulcrum Equity Management
Texas
$15.2M
3
NA
3
Navellier & Associates
Nevada
$12.4M
4
GM
4
GeoWealth Management
Illinois
$0
5
CS
5
Credit Suisse
Switzerland
$625K
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
1
First Trust Advisors
Illinois
$608M 8,383,298 +155,092 +2%
Wells Fargo
2
Wells Fargo
California
$210M 2,889,578 +5,218 +0.2%
Morgan Stanley
3
Morgan Stanley
New York
$169M 2,323,267 -24,481 -1%
Bank of America
4
Bank of America
North Carolina
$68.8M 947,516 -25,145 -3%
UBS Group
5
UBS Group
Switzerland
$67.2M 926,567 +90 +0%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$63.4M 873,287 +66,008 +8%
RJA
7
Raymond James & Associates
Florida
$51.9M 715,436 -33,449 -4%
LPL Financial
8
LPL Financial
California
$37.5M 516,651 +49,642 +11%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$29M 400,204 -1,377 -0.3%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$28.1M 386,903 +21,814 +6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$25M 344,320 -595 -0.2%
NC
12
NewSquare Capital
Pennsylvania
$24.5M 337,441 +9,730 +3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$20.3M 279,067 +18,851 +7%
AG
14
Advisor Group
Arizona
$19.4M 266,977 +62,029 +30%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$18.2M 146,192 – –
MML Investors Services
16
MML Investors Services
Massachusetts
$17.9M 246,528 -2,629 -1%
Truist Financial
17
Truist Financial
North Carolina
$17.6M 242,354 +242,354 New
Baird Financial Group
18
Baird Financial Group
Wisconsin
$16.8M 231,539 -43,219 -16%
AIM
19
Astor Investment Management
Illinois
$16.6M 229,409 -15,433 -6%
FEG
20
Financial Enhancement Group
Indiana
$15.4M 212,310 +47,039 +28%
FEM
21
Fulcrum Equity Management
Texas
$15.2M 208,970 -233,373 -53%
Ameriprise
22
Ameriprise
Minnesota
$14.1M 194,557 -968 -0.5%
HCIA
23
Hochman Cole Investment Advisors
Illinois
$12.5M 171,763 -8,667 -5%
NA
24
Navellier & Associates
Nevada
$12.4M 171,152 -186,852 -52%
Stifel Financial
25
Stifel Financial
Missouri
$11.6M 159,175 +50,562 +47%
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