FXL icon

First Trust Technology AlphaDEX Fund
FXL

Overview Fund Activity

226 hedge funds and large institutions have $683M invested in First Trust Technology AlphaDEX Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 93 reducing their positions, and 33 closing their positions.

Holders
226
Holders Change
-30
Holders Change %
-11.72%
% of All Funds
3.07%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
13
Increased
37
Reduced
93
Closed
33
Calls
–
Puts
$661K
Net Calls
-$661K
Net Calls Change
+$4.55M

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$13.2M
2
CI
2
CX Institutional
Indiana
$5.95M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.63M
4
CPIG
4
Chicago Partners Investment Group
Illinois
$3.94M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$4.58M

Top Sellers

1
RW
1
RVW Wealth
California
$10.4M
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$93M
4
NA
4
NewEdge Advisors
Louisiana
$3.15M
5
VCM
5
Virtue Capital Management
Tennessee
$242K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$93M 702,994 -87,464 -11%
Wells Fargo
2
Wells Fargo
California
$77.1M 583,061 -18,828 -3%
LPL Financial
3
LPL Financial
California
$65.6M 495,987 +3,364 +0.7%
Raymond James Financial
4
Raymond James Financial
Florida
$56.8M 429,380 -13,725 -3%
Osaic Holdings
5
Osaic Holdings
Arizona
$20.9M 157,739 +22,387 +17%
UBS Group
6
UBS Group
Switzerland
$20.2M 152,688 -9,269 -6%
Bank of America
7
Bank of America
North Carolina
$19.2M 145,107 -7,010 -5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$17.8M 134,676 -751 -0.6%
GCA
9
Genesee Capital Advisors
New York
$14.2M 107,552 -5,277 -5%
Truist Financial
10
Truist Financial
North Carolina
$13.5M 102,080 +495 +0.5%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$13.4M 101,014 -34,164 -25%
Creative Planning
12
Creative Planning
Kansas
$13.2M 99,768 +92,070 +1,196%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$12.2M 92,038 -17,767 -16%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$12.1M 91,769 +7,116 +8%
Ameriprise
15
Ameriprise
Minnesota
$11.1M 84,028 +923 +1%
RW
16
RVW Wealth
California
$10.4M 78,536 -119,680 -60%
MCM
17
MAI Capital Management
Ohio
$10.3M 77,914 -406 -0.5%
Stifel Financial
18
Stifel Financial
Missouri
$9.65M 72,985 -1,002 -1%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$9.13M 69,073 +544 +0.8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.94M 67,603 +4,878 +8%
CWA
21
Choice Wealth Advisors
Maine
$7.64M 57,792 +1,001 +2%
CI
22
CX Institutional
Indiana
$5.95M 45,023 +45,023 New
DADC
23
D.A. Davidson & Co
Montana
$5.69M 42,989 -983 -2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$5.69M 42,989 -1,313 -3%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$5.63M 42,606 +34,248 +410%
1
2 3 4 5