FXL icon

First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

231 hedge funds and large institutions have $774M invested in First Trust Technology AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 82 reducing their positions, and 19 closing their positions.

Holders
231
Holders Change
–
Holders Change %
0%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
51
Reduced
82
Closed
19
Calls
$860K
Puts
$971K
Net Calls
-$111K
Net Calls Change
+$175K

Top Buyers

1
FEG
1
Financial Enhancement Group
Indiana
$4.38M
2
Jane Street
2
Jane Street
New York
$6.2M
3
SPWM
3
Schrum Private Wealth Management
Florida
$5.69M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.38M
5
PWS
5
Proactive Wealth Strategies
Georgia
$2.35M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
IPW
2
IronBridge Private Wealth
Texas
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$9.95M
4
NA
4
Navellier & Associates
Nevada
$0
5
MCM
5
MAI Capital Management
Ohio
$11.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$114M 825,262 -68,083 -8%
Wells Fargo
2
Wells Fargo
California
$91.4M 659,432 -15,521 -2%
LPL Financial
3
LPL Financial
California
$62M 446,939 -9,225 -2%
RJA
4
Raymond James & Associates
Florida
$38.2M 275,556 +285 +0.1%
RW
5
RVW Wealth
California
$27.9M 200,900 +6,366 +3%
UBS Group
6
UBS Group
Switzerland
$23.2M 167,536 -414 -0.2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$23.1M 166,424 -3,137 -2%
Bank of America
8
Bank of America
North Carolina
$21.5M 154,975 -9,858 -6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$19M 137,003 +1,568 +1%
Osaic Holdings
10
Osaic Holdings
Arizona
$18.6M 134,199 +11,579 +9%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$18.6M 133,814 -1,989 -1%
GCA
12
Genesee Capital Advisors
New York
$15.6M 112,639 +254 +0.2%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$15.5M 111,606 -1,745 -2%
Truist Financial
14
Truist Financial
North Carolina
$14.6M 105,085 +1,410 +1%
NA
15
NewEdge Advisors
Louisiana
$12.6M 90,920 +5,022 +6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$12.5M 89,812 -20,560 -19%
Ameriprise
17
Ameriprise
Minnesota
$12.1M 87,246 -15,556 -15%
MCM
18
MAI Capital Management
Ohio
$11.6M 83,338 -22,974 -22%
Stifel Financial
19
Stifel Financial
Missouri
$9.95M 71,767 -25,214 -26%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$9.13M 65,857 +764 +1%
CWA
21
Choice Wealth Advisors
Maine
$8.39M 60,484 +1,767 +3%
KIG
22
Kowal Investment Group
Wisconsin
$6.95M 50,150 -747 -1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$6.83M 49,237 +4,362 +10%
VCM
24
Virtue Capital Management
Tennessee
$6.35M 45,805 -3,495 -7%
Jane Street
25
Jane Street
New York
$6.2M 44,728 +22,245 +99%
1
2 3 4 5