First Trust Technology AlphaDEX Fund
260 hedge funds and large institutions have $828M invested in First Trust Technology AlphaDEX Fund in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 55 increasing their positions, 78 reducing their positions, and 11 closing their positions.
291% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 11
11% more funds holding
Funds holding: 235 → 260 (+25)
7% more capital invested
Capital invested by funds: $776M → $828M (+$52.3M)
1.48% more ownership
Funds ownership: 57.43% → 58.91% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
29% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 78
88% less call options, than puts
Call options by funds: $743K | Put options by funds: $5.96M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$11.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$6.75M |
| 3 |
NA
Navellier & Associates
Reno,
Nevada
|
+$3.32M |
| 4 |
Goldman Sachs
New York
|
+$2.52M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$8.5M |
| 2 |
Morgan Stanley
New York
|
-$5.14M |
| 3 |
Jane Street
New York
|
-$5M |
| 4 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
-$4.38M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.48M |
FXL Hedge Fund Activity: Q4 2024 in Review
260 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Technology AlphaDEX Fund (FXL) for Q4 2024, worth a combined $828M — up 6.7% from $776M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new FXL positions and 11 closed out — a net gain of 32 holders — while 55 added to existing stakes and 78 trimmed.
The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $11.7M. The largest seller was Wells Fargo, cutting an estimated $8.5M.
- 260 institutional investors held First Trust Technology AlphaDEX Fund (FXL) as of Q4 2024, up from 235 in Q3 2024.
- Funds reported $828M of First Trust Technology AlphaDEX Fund stock for Q4 2024, up 6.7% quarter-over-quarter.
- 43 funds opened new First Trust Technology AlphaDEX Fund positions in Q4 2024 and 11 closed out, a net change of +32 holders.
- The largest First Trust Technology AlphaDEX Fund buyer in Q4 2024 was Independent Advisor Alliance, an estimated $11.7M added.
- The largest First Trust Technology AlphaDEX Fund seller in Q4 2024 was Wells Fargo, an estimated $8.5M sold.
Based on aggregated 13F filings for Q4 2024.