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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

226 hedge funds and large institutions have $800M invested in First Trust Technology AlphaDEX Fund in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 87 reducing their positions, and 15 closing their positions.

Holders
226
Holders Change
+6
Holders Change %
+2.73%
% of All Funds
3.28%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
24
Increased
52
Reduced
87
Closed
15
Calls
$688K
Puts
–
Net Calls
+$688K
Net Calls Change
+$688K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$99.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.32M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.98M
4
BTWM
4
Brass Tax Wealth Management
Ohio
$4.38M
5
UBS Group
5
UBS Group
Switzerland
$28.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$117M
2
RJA
2
Raymond James & Associates
Florida
$32.9M
3
LPL Financial
3
LPL Financial
California
$57.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
GCA
5
Genesee Capital Advisors
New York
$16.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$117M 868,718 -910,570 -51%
Wells Fargo
2
Wells Fargo
California
$99.4M 737,126 +50,583 +7%
LPL Financial
3
LPL Financial
California
$57.5M 426,495 -42,397 -9%
RJA
4
Raymond James & Associates
Florida
$32.9M 244,160 -54,065 -18%
UBS Group
5
UBS Group
Switzerland
$28.9M 214,713 +30,676 +17%
RW
6
RVW Wealth
California
$24.8M 184,274 +8,659 +5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$23.1M 171,341 -2,526 -1%
Bank of America
8
Bank of America
North Carolina
$22.6M 167,991 -5,257 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$22.3M 165,373 -18,052 -10%
Truist Financial
10
Truist Financial
North Carolina
$20.3M 150,860 -11,306 -7%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$18M 133,333 +4,598 +4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$18M 133,186 +8,117 +6%
Osaic Holdings
13
Osaic Holdings
Arizona
$17.8M 131,918 -189 -0.1%
GCA
14
Genesee Capital Advisors
New York
$16.8M 124,611 -28,343 -19%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$15.5M 115,012 -1,649 -1%
MCM
16
MAI Capital Management
Ohio
$14.6M 108,533 -1,180 -1%
Ameriprise
17
Ameriprise
Minnesota
$13.5M 100,110 +12,193 +14%
Stifel Financial
18
Stifel Financial
Missouri
$13.1M 97,311 -871 -0.9%
NA
19
NewEdge Advisors
Louisiana
$9.09M 67,446 -5,669 -8%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$8.98M 66,579 +39,665 +147%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$7.96M 59,039 +367 +0.6%
CWA
22
Choice Wealth Advisors
Maine
$7.83M 58,108 -60 -0.1%
KIG
23
Kowal Investment Group
Wisconsin
$7.07M 52,469 -1,562 -3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$6.52M 48,358 -11,315 -19%
VCM
25
Virtue Capital Management
Tennessee
$6.37M 48,339 -2,354 -5%
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