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First Trust Technology AlphaDEX Fund (FXL) Institutional Ownership

First Trust Technology AlphaDEX Fund logo
$159.92 +1.71 (+1.08%)
As of 07/3/2025 05:00 PM 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)
119
Total
Institutional Inflows
(last 12 months)
$186.48M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$103.86M
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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
6/27/2025Goldman Sachs Group Inc.21,410$2.83M0.0%-37.5%0.246%
5/29/2025Nova Wealth Management Inc.511$68K0.1%-43.0%0.006%
5/21/2025Geneos Wealth Management Inc.630$83K0.0%+15.2%0.007%
5/20/2025Flaharty Asset Management LLC850$112K0.0%N/A0.010%
5/20/2025Integrity Alliance LLC.3,021$400K0.0%N/A0.034%
5/19/2025Jane Street Group LLC13,123$1.74M0.0%+20.4%0.149%
5/16/2025Coppell Advisory Solutions LLC4,273$584K0.0%-57.8%0.049%
5/16/2025Ashton Thomas Private Wealth LLC7,257$960K0.0%-1.6%0.082%
5/16/2025Goldman Sachs Group Inc.21,410$2.83M0.0%-37.5%0.243%
5/16/2025Jones Financial Companies Lllp45,533$6.02M0.0%+565.5%0.517%
5/16/2025NewEdge Advisors LLC23,843$3.15M0.0%-71.0%0.271%
5/15/2025Paragon Private Wealth Management LLC11,940$1.58M0.7%-19.7%0.136%
5/15/2025Royal Bank of Canada67,603$8.94M0.0%+7.8%0.767%
5/15/2025Betterment LLC2,639$349K0.0%N/A0.030%
5/15/2025Alamea Verwaltungs GmbH3,410$451K0.4%N/A0.039%
5/15/2025MAI Capital Management77,914$10.30M0.1%-0.5%0.884%
5/15/2025Baird Financial Group Inc.8,299$1.10M0.0%-39.1%0.094%
5/14/2025Truvestments Capital LLC2,966$392K0.1%+8.0%0.034%
5/14/2025Comerica Bank5,105$675K0.0%-2.5%0.058%
5/14/2025RPg Family Wealth Advisory LLC4,685$620K0.2%N/A0.053%
5/14/2025Northwestern Mutual Wealth Management Co.7,688$1.02M0.0%-3.4%0.087%
5/14/2025Kestra Advisory Services LLC20,422$2.70M0.0%+2.8%0.232%
5/14/2025Capital Wealth Alliance LLC2,051$271K0.2%-60.6%0.023%
5/14/2025Summit Financial LLC1,673$221K0.0%-78.0%0.019%
5/14/2025Venture Visionary Partners LLC3,250$430K0.0%-50.0%0.037%
5/13/2025Tyler Stone Wealth Management4,570$604K0.1%-4.4%0.052%
5/13/2025Raymond James Financial Inc.429,380$56.79M0.0%-3.1%4.874%
5/13/2025Vestmark Advisory Solutions Inc.101,014$13.36M0.3%-25.3%1.147%
5/13/2025Russell Investments Group Ltd.369$49K0.0%-35.3%0.004%
5/9/2025Chicago Partners Investment Group LLC28,243$3.94M0.1%+1,216.7%0.321%
5/9/2025Three Seasons Wealth LLC9,974$1.32M0.7%-2.9%0.113%
5/9/2025Atria Wealth Solutions Inc.3,263$432K0.0%-19.1%0.037%
5/9/2025Commonwealth Equity Services LLC134,676$17.81M0.0%-0.6%1.529%
5/9/2025L & S Advisors Inc13,623$1.80M0.2%-11.8%0.155%
5/9/2025PNC Financial Services Group Inc.5,540$733K0.0%-2.2%0.063%
5/8/2025IFG Advisory LLC3,197$423K0.0%+5.5%0.036%
5/8/2025US Bancorp DE20,329$2.69M0.0%+3.7%0.231%
5/8/2025Harbour Investments Inc.3,371$446K0.0%-3.5%0.038%
5/8/2025Grantvest Financial Group LLC2,201$291K0.2%-9.4%0.025%
5/8/2025RVW Wealth LLC78,536$10.39M1.0%-60.4%0.891%
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5/7/2025LPL Financial LLC495,987$65.59M0.0%+0.7%5.630%
5/6/2025Cetera Investment Advisers69,073$9.14M0.0%+0.8%0.784%
5/6/2025Avantax Advisory Services Inc.22,851$3.02M0.0%-20.1%0.259%
5/6/2025Wedbush Securities Inc.5,295$700K0.0%-1.6%0.060%
5/6/2025WMG Financial Advisors LLC5,199$688K0.3%-4.9%0.059%
5/5/2025IFP Advisors Inc8,851$1.17M0.0%-2.7%0.100%
5/5/2025Kestra Private Wealth Services LLC31,482$4.16M0.1%-6.2%0.357%
5/5/2025Private Advisor Group LLC11,635$1.54M0.0%-3.8%0.132%
5/2/2025Schrum Private Wealth Management LLC22,424$2.97M2.6%-0.7%0.255%
5/2/2025Apollon Wealth Management LLC7,064$934K0.0%-4.0%0.080%
5/1/2025CWM LLC7,371$975K0.0%+2.5%0.084%
5/1/2025Stephens Inc. AR16,260$2.15M0.0%-0.7%0.185%
5/1/2025Quest 10 Wealth Builders Inc.190$25K0.0%-45.6%0.002%
5/1/2025Gateway Wealth Partners LLC3,348$443K0.1%-24.4%0.038%
5/1/2025Kesler Norman & Wride LLC6,154$814K0.2%-1.9%0.070%
4/30/2025Allworth Financial LP255$34K0.0%+78.3%0.003%
4/30/2025Stratos Wealth Partners LTD.6,681$884K0.0%-2.8%0.076%
4/29/2025Brass Tax Wealth Management Inc.30,506$4.03M0.8%-3.7%0.346%
4/29/2025Envestnet Asset Management Inc.91,769$12.14M0.0%+8.4%1.042%
4/29/2025Concurrent Investment Advisors LLC8,008$1.06M0.0%-58.2%0.091%
4/29/2025Strategic Blueprint LLC36,971$4.89M0.3%+7.6%0.420%
4/29/2025OneDigital Investment Advisors LLC1,551$205K0.0%N/A0.018%
4/28/2025D.A. Davidson & CO.42,989$5.69M0.0%-2.2%0.488%
4/28/2025Clear Creek Financial Management LLC8,342$1.10M0.1%-3.4%0.095%
4/25/2025Socha Financial Group LLC18,624$2.46M1.2%-31.8%0.209%
4/23/2025Creative Financial Designs Inc. ADV405$54K0.0%-40.8%0.005%
4/23/2025Bessemer Group Inc.232$31K0.0%-81.3%0.003%
4/23/2025Spire Wealth Management20,653$2.73M0.1%-0.7%0.232%
4/23/2025International Assets Investment Management LLC4,477$592K0.0%-18.8%0.050%
4/23/2025Proactive Wealth Strategies LLC16,262$2.15M1.1%-2.6%0.183%
4/23/2025Win Advisors Inc.22,118$2.93M1.5%N/A0.248%
4/22/2025Cambridge Investment Research Advisors Inc.42,989$5.69M0.0%-3.0%0.482%
4/22/2025Genesee Capital Advisors LLC107,552$14.22M7.1%-4.7%1.207%
4/22/2025Nilsine Partners LLC2,779$368K0.0%-21.5%0.031%
4/22/2025Dale Q Rice Investment Management Ltd6,210$821K0.4%-5.7%0.070%
4/21/2025Envestnet Portfolio Solutions Inc.3,595$475K0.0%-11.7%0.040%
4/17/2025Janney Montgomery Scott LLC92,038$12.17M0.0%-16.2%1.033%
4/16/2025Wealth Enhancement Advisory Services LLC3,000$397K0.0%-31.6%0.034%
4/15/2025Focus Financial Network Inc.6,280$831K0.0%-16.8%0.070%
4/15/2025CX Institutional45,023$5.95M0.2%N/A0.505%
4/14/2025Farther Finance Advisors LLC12,840$1.71M0.0%N/A0.144%
4/14/2025Park Avenue Securities LLC1,827$242K0.0%-7.3%0.021%
4/11/2025Stablepoint Partners LLC5,642$746K0.1%-16.2%0.063%
4/11/2025Choice Wealth Advisors LLC57,792$7.64M4.0%+1.8%0.649%
4/10/2025Thurston 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%
4/10/2025Clarus Wealth Advisors3,332$434K0.2%-53.2%0.037%
4/9/2025RFG Advisory LLC7,089$938K0.0%+11.2%0.080%
4/9/2025NBC Securities Inc.279$36K0.0%N/A0.003%
3/24/2025Mascagni Wealth Management Inc.344$51K0.0%N/A0.004%
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3/18/2025Triton Wealth Management PLLC34,106$5.04M2.6%-1.1%0.370%
3/17/2025Wealth Enhancement Advisory Services LLC4,388$652K0.0%N/A0.048%
2/27/2025ABLE Financial Group LLC1,389$206K0.1%N/A0.014%
2/26/2025Virtue 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%
2/25/2025Armis Advisers LLC4,829$717K0.1%N/A0.048%
2/24/2025Ameriflex Group Inc.2,553$401K0.2%N/A0.025%
2/19/2025Richmond Investment Services LLC2,048$304K0.2%N/A0.020%
2/17/2025Waverly Advisors LLC3,361$499K0.0%N/A0.033%
2/17/2025EP Wealth Advisors LLC693$103K0.0%N/A0.007%
(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 First Trust Technology AlphaDEX Fund's institutional investors.

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

Of the 165 institutional investors that purchased First Trust Technology AlphaDEX Fund's 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 1,300,519 shares in the last 24 months. This purchase volume represents approximately $186.48M in transactions.

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

Of the 106 institutional investors that sold First Trust Technology AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RVW Wealth LLC ($122.36K), NewEdge Advisors LLC ($67.08K), Envestnet Asset Management Inc. ($60.16K), Wells Fargo & Company MN ($57.54K), Truist Financial Corp ($50.69K), Vestmark Advisory Solutions Inc. ($34.16K), and Jane Street Group LLC ($33.83K).

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

Institutional investors have sold a total of 755,000 shares in the last 24 months. This volume of shares sold represents approximately $103.86M in transactions.


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This page (NYSEARCA:FXL) was last updated on 7/5/2025 by MarketBeat.com Staff
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