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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

197 hedge funds and large institutions have $586M invested in First Trust Technology AlphaDEX Fund in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 79 reducing their positions, and 14 closing their positions.

Holders
197
Holders Change
+2
Holders Change %
+1.03%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
21
Increased
45
Reduced
79
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VCM
1
Virtue Capital Management
Tennessee
$9.36M
2
RW
2
RVW Wealth
California
$11.5M
3
FEG
3
Financial Enhancement Group
Indiana
$4.38M
4
WEG
4
World Equity Group
Illinois
$4.69M
5
NA
5
Navellier & Associates
Nevada
$4.15M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$90.6M
2
UBS Group
2
UBS Group
Switzerland
$19.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$309K
4
LPL Financial
4
LPL Financial
California
$45.4M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$13M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$90.6M 860,956 -110,890 -11%
Wells Fargo
2
Wells Fargo
California
$78.5M 746,559 -19,627 -3%
LPL Financial
3
LPL Financial
California
$45.4M 432,037 -32,447 -7%
RJA
4
Raymond James & Associates
Florida
$24.6M 233,536 -2,551 -1%
Bank of America
5
Bank of America
North Carolina
$22.6M 214,573 -30,012 -12%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$19.4M 184,715 -23,916 -11%
UBS Group
7
UBS Group
Switzerland
$19.1M 181,977 -40,252 -18%
Osaic Holdings
8
Osaic Holdings
Arizona
$17.6M 167,084 +636 +0.4%
Truist Financial
9
Truist Financial
North Carolina
$14.8M 140,846 -14,003 -9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$14.4M 136,752 +8,045 +6%
GCA
11
Genesee Capital Advisors
New York
$14M 133,511 -564 -0.4%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$13M 123,860 -32,413 -21%
MCM
13
MAI Capital Management
Ohio
$13M 123,259 -792 -0.6%
Stifel Financial
14
Stifel Financial
Missouri
$12.6M 120,215 -16,855 -12%
RW
15
RVW Wealth
California
$11.5M 109,500 +52,256 +91%
VCM
16
Virtue Capital Management
Tennessee
$9.36M 96,690 +96,690 New
Ameriprise
17
Ameriprise
Minnesota
$6.75M 64,199 -1,425 -2%
KIG
18
Kowal Investment Group
Wisconsin
$6.11M 58,061 -4,408 -7%
CWA
19
Choice Wealth Advisors
Maine
$5.87M 55,841 +1,054 +2%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$5.83M 55,433 +16,865 +44%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$5.55M 52,744 -29,664 -36%
DADC
22
D.A. Davidson & Co
Montana
$5.5M 52,283 -1,425 -3%
TWM
23
Triton Wealth Management
Arizona
$5.44M 48,846 -1,785 -4%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$4.77M 45,383 -17,289 -28%
WEG
25
World Equity Group
Illinois
$4.69M 63,791 +56,856 +820%
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