First Trust Technology AlphaDEX Fund
235 hedge funds and large institutions have $776M invested in First Trust Technology AlphaDEX Fund in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 82 reducing their positions, and 19 closing their positions.
11% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 19
0% more funds holding
Funds holding: 235 → 235 (0)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.62% less ownership
Funds ownership: 58.05% → 57.43% (-0.62%)
1% less capital invested
Capital invested by funds: $784M → $776M (-$8.75M)
11% less call options, than puts
Call options by funds: $860K | Put options by funds: $971K
35% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 82
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$5.91M |
| 2 |
Jane Street
New York
|
+$2.99M |
| 3 |
SPWM
Schrum Private Wealth Management
St. Augustine,
Florida
|
+$2.35M |
| 4 |
Goldman Sachs
New York
|
+$2.31M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.14M |
| 2 |
IPW
IronBridge Private Wealth
Austin,
Texas
|
-$4.66M |
| 3 |
NA
Navellier & Associates
Reno,
Nevada
|
-$3.43M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$3.39M |
| 5 |
MCM
MAI Capital Management
Independence,
Ohio
|
-$3.08M |
FXL Hedge Fund Activity: Q3 2024 in Review
235 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in First Trust Technology AlphaDEX Fund (FXL) for Q3 2024, worth a combined $776M — down 1.1% from $784M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new FXL positions and 19 closed out — a net gain of 2 holders — while 53 added to existing stakes and 82 trimmed.
The largest buyer was Financial Enhancement Group, opening a new position worth an estimated $5.91M. The largest seller was Morgan Stanley, cutting an estimated $9.14M.
- 235 institutional investors held First Trust Technology AlphaDEX Fund (FXL) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $776M of First Trust Technology AlphaDEX Fund stock for Q3 2024, down 1.1% quarter-over-quarter.
- 21 funds opened new First Trust Technology AlphaDEX Fund positions in Q3 2024 and 19 closed out, a net change of +2 holders.
- The largest First Trust Technology AlphaDEX Fund buyer in Q3 2024 was Financial Enhancement Group, an estimated $5.91M added.
- The largest First Trust Technology AlphaDEX Fund seller in Q3 2024 was Morgan Stanley, an estimated $9.14M sold.
Based on aggregated 13F filings for Q3 2024.