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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

184 hedge funds and large institutions have $523M invested in First Trust Technology AlphaDEX Fund in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 72 reducing their positions, and 14 closing their positions.

Holders
184
Holders Change
-3
Holders Change %
-1.6%
% of All Funds
3.18%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
13
Increased
44
Reduced
72
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JAWM
1
J. Arnold Wealth Management
Ohio
$8.3M
2
CWA
2
Choice Wealth Advisors
Maine
$4.43M
3
GA
3
Gateway Advisory
New Jersey
$2.94M
4
SPIA
4
Steward Partners Investment Advisory
New York
$3.29M
5
LPL Financial
5
LPL Financial
California
$41.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$72.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$9.14M
3
UBS Group
3
UBS Group
Switzerland
$19.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$738K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.81M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$85.4M 985,384 -16,813 -2%
Wells Fargo
2
Wells Fargo
California
$72.5M 836,069 -83,502 -9%
LPL Financial
3
LPL Financial
California
$41.6M 480,379 +20,374 +4%
RJA
4
Raymond James & Associates
Florida
$24M 276,667 +5,091 +2%
Bank of America
5
Bank of America
North Carolina
$21.5M 247,474 -20,868 -8%
UBS Group
6
UBS Group
Switzerland
$19.8M 228,552 -58,531 -20%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$18.8M 216,952 -4,098 -2%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$15M 173,258 -2,027 -1%
Truist Financial
9
Truist Financial
North Carolina
$14.5M 167,086 -910 -0.5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$12.4M 142,697 +2,398 +2%
GCA
11
Genesee Capital Advisors
New York
$11.5M 132,673 +2,646 +2%
MCM
12
MAI Capital Management
Ohio
$11.1M 127,842 -817 -0.6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.9M 125,647 +2,002 +2%
Stifel Financial
14
Stifel Financial
Missouri
$10.7M 123,316 +1,061 +0.9%
Osaic Holdings
15
Osaic Holdings
Arizona
$9.14M 105,256 -68,414 -39%
JAWM
16
J. Arnold Wealth Management
Ohio
$8.3M 95,769 +95,516 +37,753%
TWM
17
Triton Wealth Management
Arizona
$7.13M 76,820 -1,364 -2%
Ameriprise
18
Ameriprise
Minnesota
$5.88M 67,763 -13,387 -16%
KIG
19
Kowal Investment Group
Wisconsin
$5.33M 61,510 +955 +2%
DADC
20
D.A. Davidson & Co
Montana
$5.29M 60,975 -1,294 -2%
RW
21
RVW Wealth
California
$4.92M 56,685 +223 +0.4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.81M 55,442 -28,785 -34%
CWA
23
Choice Wealth Advisors
Maine
$4.43M 51,037 +51,037 New
MML Investors Services
24
MML Investors Services
Massachusetts
$3.38M 38,986 -1,978 -5%
SPIA
25
Steward Partners Investment Advisory
New York
$3.29M 37,983 +31,070 +449%
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