First Trust Technology AlphaDEX Fund
196 hedge funds and large institutions have $539M invested in First Trust Technology AlphaDEX Fund in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 52 increasing their positions, 75 reducing their positions, and 16 closing their positions.
75% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 16
6% more funds holding
Funds holding: 185 → 196 (+11)
3% more capital invested
Capital invested by funds: $524M → $539M (+$15.6M)
0.31% more ownership
Funds ownership: 56.09% → 56.41% (+0.31%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
31% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.64M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.43M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.08M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.49M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
+$2.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAWM
J. Arnold Wealth Management
Youngstown,
Ohio
|
-$8.74M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$6.45M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.74M |
| 4 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$2.94M |
| 5 |
TWM
Triton Wealth Management
Sun City,
Arizona
|
-$2.42M |
FXL Hedge Fund Activity: Q4 2022 in Review
196 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in First Trust Technology AlphaDEX Fund (FXL) for Q4 2022, worth a combined $539M — up 3% from $524M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new FXL positions and 16 closed out — a net gain of 12 holders — while 52 added to existing stakes and 75 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $5.64M. The largest seller was J. Arnold Wealth Management, cutting an estimated $8.74M.
- 196 institutional investors held First Trust Technology AlphaDEX Fund (FXL) as of Q4 2022, up from 185 in Q3 2022.
- Funds reported $539M of First Trust Technology AlphaDEX Fund stock for Q4 2022, up 3% quarter-over-quarter.
- 28 funds opened new First Trust Technology AlphaDEX Fund positions in Q4 2022 and 16 closed out, a net change of +12 holders.
- The largest First Trust Technology AlphaDEX Fund buyer in Q4 2022 was Osaic Holdings, an estimated $5.64M added.
- The largest First Trust Technology AlphaDEX Fund seller in Q4 2022 was J. Arnold Wealth Management, an estimated $8.74M sold.
Based on aggregated 13F filings for Q4 2022.