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First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

256 hedge funds and large institutions have $825M invested in First Trust Technology AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 54 increasing their positions, 77 reducing their positions, and 10 closing their positions.

Holders
256
Holders Change
+25
Holders Change %
+10.82%
% of All Funds
3.41%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
42
Increased
54
Reduced
77
Closed
10
Calls
$743K
Puts
$5.96M
Net Calls
-$5.21M
Net Calls Change
-$5.1M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$65.8M
2
IAA
2
Independent Advisor Alliance
North Carolina
$11.7M
3
LPL Financial
3
LPL Financial
California
$73.2M
4
NA
4
Navellier & Associates
Nevada
$3.33M
5
WWA
5
Wealth Watch Advisors
Colorado
$2.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$89.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$117M
3
Jane Street
3
Jane Street
New York
$1.62M
4
FEG
4
Financial Enhancement Group
Indiana
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.24M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$117M 790,458 -34,804 -4%
Wells Fargo
2
Wells Fargo
California
$89.4M 601,889 -57,543 -9%
LPL Financial
3
LPL Financial
California
$73.2M 492,623 +45,684 +10%
Raymond James Financial
4
Raymond James Financial
Florida
$65.8M 443,105 +443,105 New
RW
5
RVW Wealth
California
$29.4M 198,216 -2,684 -1%
UBS Group
6
UBS Group
Switzerland
$24.1M 161,957 -5,579 -3%
Bank of America
7
Bank of America
North Carolina
$22.6M 152,117 -2,858 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$20.1M 135,352 +1,153 +0.9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$20.1M 135,427 -1,576 -1%
VAS
10
Vestmark Advisory Solutions
Massachusetts
$20.1M 135,178 +1,364 +1%
GCA
11
Genesee Capital Advisors
New York
$16.8M 112,829 +190 +0.2%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$16.3M 109,805 -1,801 -2%
Truist Financial
13
Truist Financial
North Carolina
$15.1M 101,585 -3,500 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$12.6M 84,653 -5,159 -6%
Ameriprise
15
Ameriprise
Minnesota
$12.3M 83,105 -4,141 -5%
NA
16
NewEdge Advisors
Louisiana
$12.2M 82,266 -8,654 -10%
IAA
17
Independent Advisor Alliance
North Carolina
$11.7M 78,957 +78,957 New
MCM
18
MAI Capital Management
Ohio
$11.6M 78,320 -5,018 -6%
Stifel Financial
19
Stifel Financial
Missouri
$11M 73,987 +2,220 +3%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$10.2M 68,529 +2,672 +4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$9.32M 62,725 +13,488 +27%
CWA
22
Choice Wealth Advisors
Maine
$8.44M 56,791 -3,693 -6%
VCM
23
Virtue Capital Management
Tennessee
$6.84M 46,032 +227 +0.5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$6.58M 44,302 +2,099 +5%
DADC
25
D.A. Davidson & Co
Montana
$6.53M 43,972 -540 -1%
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