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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

200 hedge funds and large institutions have $661M invested in First Trust Technology AlphaDEX Fund in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 68 reducing their positions, and 24 closing their positions.

Holders
200
Holders Change
+3
Holders Change %
+1.52%
% of All Funds
3.16%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
28
Increased
43
Reduced
68
Closed
24
Calls
–
Puts
$294K
Net Calls
-$294K
Net Calls Change
-$294K

Top Buyers

1
VAS
1
Vestmark Advisory Solutions
Massachusetts
$16.2M
2
CAS
2
Coppell Advisory Solutions
Texas
$6.01M
3
RW
3
RVW Wealth
California
$17.7M
4
UBS Group
4
UBS Group
Switzerland
$25.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$103M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.8M
2
WEG
2
World Equity Group
Illinois
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$14.7M
4
NA
4
Navellier & Associates
Nevada
$0
5
Wells Fargo
5
Wells Fargo
California
$81.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$103M 895,186 +34,230 +4%
Wells Fargo
2
Wells Fargo
California
$81.9M 712,186 -34,373 -5%
LPL Financial
3
LPL Financial
California
$48.6M 422,645 -9,392 -2%
UBS Group
4
UBS Group
Switzerland
$25.8M 223,868 +41,891 +23%
RJA
5
Raymond James & Associates
Florida
$24.7M 214,387 -19,149 -8%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$20.3M 176,537 -8,178 -4%
Bank of America
7
Bank of America
North Carolina
$19.8M 171,996 -42,577 -20%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$19.3M 168,146 +31,394 +23%
RW
9
RVW Wealth
California
$17.7M 153,832 +44,332 +40%
Truist Financial
10
Truist Financial
North Carolina
$17M 147,838 +6,992 +5%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$16.2M 140,393 +84,960 +153%
GCA
12
Genesee Capital Advisors
New York
$15.3M 133,340 -171 -0.1%
Osaic Holdings
13
Osaic Holdings
Arizona
$14.7M 127,639 -39,445 -24%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$14.6M 126,785 -2,369 -2%
MCM
15
MAI Capital Management
Ohio
$14.1M 122,558 -701 -0.6%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$14M 121,340 -2,520 -2%
Stifel Financial
17
Stifel Financial
Missouri
$11.6M 100,477 -19,738 -16%
VCM
18
Virtue Capital Management
Tennessee
$9.63M 84,249 -12,441 -13%
Ameriprise
19
Ameriprise
Minnesota
$9.05M 78,779 +14,580 +23%
CWA
20
Choice Wealth Advisors
Maine
$6.74M 58,631 +2,790 +5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$6.52M 56,669 +12,658 +29%
KIG
22
Kowal Investment Group
Wisconsin
$6.25M 54,328 -3,733 -6%
CAS
23
Coppell Advisory Solutions
Texas
$6.01M 52,961 +52,961 New
DADC
24
D.A. Davidson & Co
Montana
$5.81M 50,490 -1,793 -3%
TWM
25
Triton Wealth Management
Arizona
$5.67M 48,742 -104 -0.2%
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