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First Trust Technology AlphaDEX Fund (FXL) Institutional Ownership

First Trust Technology AlphaDEX Fund logo
$146.10 -1.89 (-1.28%)
As of 10:50 AM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Technology AlphaDEX Fund (NYSEARCA:FXL)

Number of
Institutional Buyers
(last 12 months)
120
Total
Institutional Inflows
(last 12 months)
$193.17M
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$102.11M
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FXL Institutional Buying and Selling by Quarter

First Trust Technology AlphaDEX Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Geneos Wealth Management Inc.630$83K0.0%+15.2%0.007%
5/20/2025 Flaharty Asset Management LLC850$112K0.0%N/A0.010%
5/20/2025 Integrity Alliance LLC.3,021$400K0.0%N/A0.034%
5/19/2025 Jane Street Group LLC13,123$1.74M0.0%+20.4%0.149%
5/16/2025 Coppell Advisory Solutions LLC4,273$584K0.0%-57.8%0.049%
5/16/2025 Ashton Thomas Private Wealth LLC7,257$960K0.0%-1.6%0.082%
5/16/2025 Goldman Sachs Group Inc.21,410$2.83M0.0%-37.5%0.243%
5/16/2025 Jones Financial Companies Lllp45,533$6.02M0.0%+565.5%0.517%
5/16/2025 NewEdge Advisors LLC23,843$3.15M0.0%-71.0%0.271%
5/15/2025 Paragon Private Wealth Management LLC11,940$1.58M0.7%-19.7%0.136%
5/15/2025 Royal Bank of Canada67,603$8.94M0.0%+7.8%0.767%
5/15/2025 Betterment LLC2,639$349K0.0%N/A0.030%
5/15/2025 Alamea Verwaltungs GmbH3,410$451K0.4%N/A0.039%
5/15/2025 MAI Capital Management77,914$10.30M0.1%-0.5%0.884%
5/15/2025 Baird Financial Group Inc.8,299$1.10M0.0%-39.1%0.094%
5/14/2025 Truvestments Capital LLC2,966$392K0.1%+8.0%0.034%
5/14/2025 Comerica Bank5,105$675K0.0%-2.5%0.058%
5/14/2025 RPg Family Wealth Advisory LLC4,685$620K0.2%N/A0.053%
5/14/2025 Northwestern Mutual Wealth Management Co.7,688$1.02M0.0%-3.4%0.087%
5/14/2025 Kestra Advisory Services LLC20,422$2.70M0.0%+2.8%0.232%
5/14/2025 Capital Wealth Alliance LLC2,051$271K0.2%-60.6%0.023%
5/14/2025 Summit Financial LLC1,673$221K0.0%-78.0%0.019%
5/14/2025 Venture Visionary Partners LLC3,250$430K0.0%-50.0%0.037%
5/13/2025 Tyler Stone Wealth Management4,570$604K0.1%-4.4%0.052%
5/13/2025 Raymond James Financial Inc.429,380$56.79M0.0%-3.1%4.874%
5/13/2025 Vestmark Advisory Solutions Inc.101,014$13.36M0.3%-25.3%1.147%
5/13/2025 Russell Investments Group Ltd.369$49K0.0%-35.3%0.004%
5/9/2025 Chicago Partners Investment Group LLC28,243$3.94M0.1%+1,216.7%0.321%
5/9/2025 Three Seasons Wealth LLC9,974$1.32M0.7%-2.9%0.113%
5/9/2025 Atria Wealth Solutions Inc.3,263$432K0.0%-19.1%0.037%
5/9/2025 Commonwealth Equity Services LLC134,676$17.81M0.0%-0.6%1.529%
5/9/2025 L & S Advisors Inc13,623$1.80M0.2%-11.8%0.155%
5/9/2025 PNC Financial Services Group Inc.5,540$733K0.0%-2.2%0.063%
5/8/2025 IFG Advisory LLC3,197$423K0.0%+5.5%0.036%
5/8/2025 US Bancorp DE20,329$2.69M0.0%+3.7%0.231%
5/8/2025 Harbour Investments Inc.3,371$446K0.0%-3.5%0.038%
5/8/2025 Grantvest Financial Group LLC2,201$291K0.2%-9.4%0.025%
5/8/2025 RVW Wealth LLC78,536$10.39M1.0%-60.4%0.891%
5/7/2025 LPL Financial LLC495,987$65.59M0.0%+0.7%5.630%
5/6/2025 Cetera Investment Advisers69,073$9.14M0.0%+0.8%0.784%
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5/6/2025 Avantax Advisory Services Inc.22,851$3.02M0.0%-20.1%0.259%
5/6/2025 Wedbush Securities Inc.5,295$700K0.0%-1.6%0.060%
5/6/2025 WMG Financial Advisors LLC5,199$688K0.3%-4.9%0.059%
5/5/2025 IFP Advisors Inc8,851$1.17M0.0%-2.7%0.100%
5/5/2025 Kestra Private Wealth Services LLC31,482$4.16M0.1%-6.2%0.357%
5/5/2025 Private Advisor Group LLC11,635$1.54M0.0%-3.8%0.132%
5/2/2025 Schrum Private Wealth Management LLC22,424$2.97M2.6%-0.7%0.255%
5/2/2025 Apollon Wealth Management LLC7,064$934K0.0%-4.0%0.080%
5/1/2025 CWM LLC7,371$975K0.0%+2.5%0.084%
5/1/2025 Stephens Inc. AR16,260$2.15M0.0%-0.7%0.185%
5/1/2025 Quest 10 Wealth Builders Inc.190$25K0.0%-45.6%0.002%
5/1/2025 Gateway Wealth Partners LLC3,348$443K0.1%-24.4%0.038%
5/1/2025 Kesler Norman & Wride LLC6,154$814K0.2%-1.9%0.070%
4/30/2025 Allworth Financial LP255$34K0.0%+78.3%0.003%
4/30/2025 Stratos Wealth Partners LTD.6,681$884K0.0%-2.8%0.076%
4/29/2025 Brass Tax Wealth Management Inc.30,506$4.03M0.8%-3.7%0.346%
4/29/2025 Envestnet Asset Management Inc.91,769$12.14M0.0%+8.4%1.042%
4/29/2025 Concurrent Investment Advisors LLC8,008$1.06M0.0%-58.2%0.091%
4/29/2025 Strategic Blueprint LLC36,971$4.89M0.3%+7.6%0.420%
4/29/2025 OneDigital Investment Advisors LLC1,551$205K0.0%N/A0.018%
4/28/2025 D.A. Davidson & CO.42,989$5.69M0.0%-2.2%0.488%
4/28/2025 Clear Creek Financial Management LLC8,342$1.10M0.1%-3.4%0.095%
4/25/2025 Socha Financial Group LLC18,624$2.46M1.2%-31.8%0.209%
4/23/2025 Creative Financial Designs Inc. ADV405$54K0.0%-40.8%0.005%
4/23/2025 Bessemer Group Inc.232$31K0.0%-81.3%0.003%
4/23/2025 Spire Wealth Management20,653$2.73M0.1%-0.7%0.232%
4/23/2025 International Assets Investment Management LLC4,477$592K0.0%-18.8%0.050%
4/23/2025 Proactive Wealth Strategies LLC16,262$2.15M1.1%-2.6%0.183%
4/23/2025 Win Advisors Inc.22,118$2.93M1.5%N/A0.248%
4/22/2025 Cambridge Investment Research Advisors Inc.42,989$5.69M0.0%-3.0%0.482%
4/22/2025 Genesee Capital Advisors LLC107,552$14.22M7.1%-4.7%1.207%
4/22/2025 Nilsine Partners LLC2,779$368K0.0%-21.5%0.031%
4/22/2025 Dale Q Rice Investment Management Ltd6,210$821K0.4%-5.7%0.070%
4/21/2025 Envestnet Portfolio Solutions Inc.3,595$475K0.0%-11.7%0.040%
4/17/2025 Janney Montgomery Scott LLC92,038$12.17M0.0%-16.2%1.033%
4/16/2025 Wealth Enhancement Advisory Services LLC3,000$397K0.0%-31.6%0.034%
4/15/2025 Focus Financial Network Inc.6,280$831K0.0%-16.8%0.070%
4/15/2025 CX Institutional45,023$5.95M0.2%N/A0.505%
4/14/2025 Farther Finance Advisors LLC12,840$1.71M0.0%N/A0.144%
4/14/2025 Park Avenue Securities LLC1,827$242K0.0%-7.3%0.021%
4/11/2025 Stablepoint Partners LLC5,642$746K0.1%-16.2%0.063%
4/11/2025 Choice Wealth Advisors LLC57,792$7.64M4.0%+1.8%0.649%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.9,576$1.27M0.2%+8.0%0.107%
4/10/2025 TrueWealth Advisors LLC3,035$401K0.1%+7.2%0.034%
4/10/2025 Clarus Wealth Advisors3,332$434K0.2%-53.2%0.037%
4/9/2025 RFG Advisory LLC7,089$938K0.0%+11.2%0.080%
4/9/2025 NBC Securities Inc.279$36K0.0%N/A0.003%
3/24/2025 Mascagni Wealth Management Inc.344$51K0.0%N/A0.004%
3/18/2025Triton Wealth Management PLLC34,106$5.04M2.6%-1.1%0.370%
3/17/2025 Wealth Enhancement Advisory Services LLC4,388$652K0.0%N/A0.048%
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2/27/2025 ABLE Financial Group LLC1,389$206K0.1%N/A0.014%
2/26/2025 Virtue Capital Management LLC46,032$6.84M1.4%+0.5%0.458%
2/25/2025B. Riley Wealth Advisors Inc.4,594$682K0.0%-21.3%0.046%
2/25/2025 Armis Advisers LLC4,829$717K0.1%N/A0.048%
2/24/2025 Ameriflex Group Inc.2,553$401K0.2%N/A0.025%
2/19/2025 Richmond Investment Services LLC2,048$304K0.2%N/A0.020%
2/17/2025 Waverly Advisors LLC3,361$499K0.0%N/A0.033%
2/17/2025 EP Wealth Advisors LLC693$103K0.0%N/A0.007%
2/17/2025 CoreCap Advisors LLC15,149$2.25M0.1%-1.5%0.151%
2/17/2025 Cresset Asset Management LLC3,358$499K0.0%N/A0.033%
(Data available from 1/1/2016 forward)

FXL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXL shares?

During the previous two years, 217 institutional investors and hedge funds held shares of First Trust Technology AlphaDEX Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($89.41M), LPL Financial LLC ($65.59M), Raymond James Financial Inc. ($56.79M), Raymond James & Associates ($38.20M), UBS Group AG ($23.57M), Raymond James Financial Services Advisors Inc. ($23.10M), and Commonwealth Equity Services LLC ($17.81M).Learn more on FXL's institutional investors.

Which institutional investors have been buying First Trust Technology AlphaDEX Fund stock?

Of the 165 institutional investors that purchased First Trust Technology AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($669.15K), Raymond James Financial Inc. ($443.11K), Raymond James & Associates ($127.51K), J Arnold Wealth Management Co ($112.57K), Strategic Financial Concepts LLC ($95.53K), Vestmark Advisory Solutions Inc. ($88.65K), and RVW Wealth LLC ($85.03K).

How much institutional buying is happening at First Trust Technology AlphaDEX Fund?

Institutional investors have bought a total of 3,099,819 shares in the last 24 months. This purchase volume represents approximately $407.54M in transactions.

Which First Trust Technology AlphaDEX Fund major shareholders have been selling company stock?

Of the 138 institutional investors that sold First Trust Technology AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RVW Wealth LLC ($122.36K), Raymond James & Associates ($85.49K), Osaic Holdings Inc. ($73.15K), NewEdge Advisors LLC ($67.08K), Envestnet Asset Management Inc. ($60.16K), Wells Fargo & Company MN ($58.79K), and Cambridge Investment Research Advisors Inc. ($58.29K).

How much institutional selling is happening at First Trust Technology AlphaDEX Fund?

Institutional investors have sold a total of 1,265,988 shares in the last 24 months. This volume of shares sold represents approximately $166.29M in transactions.


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This page (NYSEARCA:FXL) was last updated on 5/23/2025 by MarketBeat.com Staff
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