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First Trust Technology AlphaDEX Fund (FXL) Institutional Ownership

First Trust Technology AlphaDEX Fund logo
$168.57 +0.72 (+0.43%)
Closing price 04:10 PM Eastern
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$168.73 +0.16 (+0.09%)
As of 04:10 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)
140
Total
Institutional Inflows
(last 12 months)
$190.44M
Number of
Institutional Sellers
(last 12 months)
117
Total
Institutional Outflows
(last 12 months)
$120.26M
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Skip Chart & View Institutional Buying and Selling Data

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
9/26/2025Corient Private Wealth LLC2,277$358K0.0%N/A0.027%
9/4/2025Osaic Holdings Inc.150,416$23.70M0.0%-4.6%1.757%
9/2/2025FSC Wealth Advisors LLC232$37K0.0%N/A0.003%
8/19/2025B. Riley Wealth Advisors Inc.2,122$334K0.0%N/A0.025%
8/19/2025Delos Wealth Advisors LLC1,254$197K0.2%N/A0.015%
8/18/2025Tyler Stone Wealth Management3,544$558K0.1%-22.5%0.041%
8/18/2025Geneos Wealth Management Inc.752$118K0.0%+19.4%0.009%
8/15/2025Corient Private Wealth LLC2,277$358K0.0%N/A0.027%
8/15/2025Captrust Financial Advisors34,415$5.42M0.0%-0.6%0.402%
8/15/2025Smartleaf Asset Management LLC900$140K0.0%N/A0.011%
8/15/2025MML Investors Services LLC16,510$2.60M0.0%+7.7%0.193%
8/15/2025IHT Wealth Management LLC32,340$5.09M0.1%-0.7%0.378%
8/15/2025Benjamin Edwards Inc.8,952$1.41M0.0%+14.6%0.105%
8/15/2025Bank of America Corp DE126,630$19.93M0.0%-12.7%1.479%
8/15/2025Ameriprise Financial Inc.89,050$14.01M0.0%+6.0%1.040%
8/14/2025Jane Street Group LLC12,563$1.98M0.0%-4.3%0.147%
8/14/2025Ausdal Financial Partners Inc.2,528$398K0.0%-12.1%0.030%
8/14/2025Raymond James Financial Inc.425,938$67.03M0.0%-0.8%4.976%
8/14/2025NewEdge Advisors LLC25,212$3.97M0.0%+5.7%0.295%
8/13/2025Cresset Asset Management LLC3,462$545K0.0%+3.1%0.040%
8/13/2025Baird Financial Group Inc.7,804$1.23M0.0%-6.0%0.091%
8/13/2025Beacon Pointe Advisors LLC3,780$595K0.0%-7.4%0.044%
8/13/2025Stablepoint Partners LLC5,788$911K0.2%+2.6%0.068%
8/13/2025Level Four Advisory Services LLC3,411$537K0.0%-8.9%0.040%
8/13/2025Northwestern Mutual Wealth Management Co.8,180$1.29M0.0%+6.4%0.096%
8/12/2025Steward Partners Investment Advisory LLC2,082$328K0.0%-5.1%0.024%
8/12/2025CreativeOne Wealth LLC1,629$256K0.0%N/A0.019%
8/12/2025Global Retirement Partners LLC2,584$407K0.0%N/A0.030%
8/12/2025Quantum Private Wealth LLC1,500$236K0.1%N/A0.018%
8/12/2025MAI Capital Management76,150$11.98M0.1%-2.3%0.890%
8/12/2025JPMorgan Chase & Co.2,654$418K0.0%-58.6%0.031%
8/11/2025FSC Wealth Advisors LLC232$37K0.0%N/A0.003%
8/11/2025Capital Square LLC1,747$273K0.1%N/A0.020%
8/8/2025Rockefeller Capital Management L.P.24,765$3.90M0.0%-0.3%0.289%
8/8/2025Kingsview Wealth Management LLC1,459$230K0.0%N/A0.017%
8/8/2025Cetera Investment Advisers70,515$11.10M0.0%+2.1%0.824%
8/8/2025Creative Planning50,563$7.96M0.0%-49.3%0.591%
8/8/2025Foundations Investment Advisors LLC2,444$385K0.0%N/A0.029%
8/8/2025L & S Advisors Inc14,885$2.34M0.2%+9.3%0.174%
8/8/2025Intrua Financial LLC1,674$263K0.0%-4.0%0.020%
8/8/2025PNC Financial Services Group Inc.5,362$844K0.0%-3.2%0.063%
8/6/2025Prospera Financial Services Inc6,261$986K0.0%+3.1%0.073%
8/6/2025AE Wealth Management LLC1,736$273K0.0%-56.8%0.020%
8/6/2025Vestmark Advisory Solutions Inc.168,840$26.57M0.4%+67.1%1.974%
8/6/2025Convergence Financial LLC1,305$205K0.0%N/A0.015%
8/5/2025Kesler Norman & Wride LLC6,022$948K0.2%-2.1%0.070%
8/4/2025IFG Advisory LLC3,133$493K0.0%-2.0%0.037%
8/4/2025Impact Partnership Wealth LLC1,399$220K0.0%N/A0.016%
8/4/2025Assetmark Inc.561$88K0.0%+252.8%0.007%
8/4/2025Spire Wealth Management626$99K0.0%-97.0%0.007%
8/4/2025Arkadios Wealth Advisors9,937$1.56M0.0%+5.7%0.116%
8/4/2025World Investment Advisors1,386$218K0.0%N/A0.016%
8/4/2025Daymark Wealth Partners LLC1,288$203K0.0%N/A0.015%
8/4/2025Wealth Management Associates Inc.1,468$231K0.1%N/A0.017%
8/1/2025Biltmore Family Office LLC438$69K0.0%N/A0.005%
8/1/2025Wealth Watch Advisors INC15,724$2.47M1.4%-7.8%0.184%
8/1/2025Ashton Thomas Private Wealth LLC7,132$1.12M0.0%-1.7%0.083%
8/1/2025Envestnet Asset Management Inc.97,898$15.41M0.0%+6.7%1.144%
7/30/2025Strategic Blueprint LLC36,654$5.77M0.3%-0.9%0.428%
7/30/2025Capital Wealth Alliance LLC1,912$301K0.2%-6.8%0.022%
7/30/2025Retirement Planning Group LLC7,557$1.19M0.1%+141.4%0.088%
7/30/2025D.A. Davidson & CO.42,714$6.72M0.0%-0.6%0.499%
7/29/2025Socha Financial Group LLC16,392$2.58M1.1%-12.0%0.192%
7/29/2025Chicago Partners Investment Group LLC27,526$4.41M0.1%-2.5%0.322%
7/29/2025Dale Q Rice Investment Management Ltd3,078$483K0.4%-50.4%0.036%
7/29/2025Stratos Wealth Partners LTD.6,554$1.03M0.0%-1.9%0.077%
7/29/2025Harbor Asset Planning Inc.506$80K0.1%N/A0.006%
7/28/2025Triton Wealth Management PLLC32,750$5.24M2.2%N/A0.383%
7/28/2025Harbour Investments Inc.3,234$509K0.0%-4.1%0.038%
7/28/2025Cypress Wealth Services LLC1,456$229K0.0%N/A0.017%
7/28/2025RFG Advisory LLC6,986$1.10M0.0%-1.5%0.082%
7/25/2025Atria Wealth Solutions Inc.4,013$631K0.0%+23.0%0.047%
7/25/2025Envestnet Portfolio Solutions Inc.2,253$355K0.0%-37.3%0.026%
7/25/2025Genesee Capital Advisors LLC108,328$17.05M7.6%+0.7%1.266%
7/25/2025CWM LLC7,138$1.12M0.0%-3.2%0.083%
7/25/2025Concurrent Investment Advisors LLC4,157$654K0.0%-48.1%0.049%
7/25/2025Apollon Financial LLC1,411$222K0.0%N/A0.016%
7/25/2025Apollon Wealth Management LLC6,826$1.07M0.0%-3.4%0.080%
7/24/2025Trust Co. of Toledo NA OH526$83K0.0%N/A0.006%
7/24/2025WMG Financial Advisors LLC5,105$803K0.3%-1.8%0.060%
7/24/2025IFP Advisors Inc8,697$1.37M0.0%-1.7%0.102%
7/24/2025US Bancorp DE20,630$3.25M0.0%+1.5%0.241%
7/23/2025Clear Creek Financial Management LLC7,624$1.20M0.1%-8.6%0.089%
7/23/2025REAP Financial Group LLC2,005$315K0.1%-39.1%0.023%
7/23/2025RMG Wealth Management LLC760$121K0.0%N/A0.009%
7/23/2025Prime Capital Investment Advisors LLC3,183$501K0.0%-16.7%0.037%
7/21/2025Ameriflex Group Inc.168$26K0.0%-88.4%0.002%
7/21/2025Creative Capital Management Investments LLC186$29K0.0%N/A0.002%
7/21/2025Ameritas Advisory Services LLC607$96K0.0%N/A0.007%
7/21/2025Crews Bank & Trust692$109K0.0%N/A0.008%
7/18/2025Pure Financial Advisors LLC1,352$213K0.0%N/A0.016%
7/18/2025Trust Co. of Vermont205$32K0.0%N/A0.002%
7/18/2025Brueske Advisory Services LLC14,653$2.31M1.6%-2.8%0.170%
7/18/2025Truist Financial Corp105,740$16.64M0.0%+3.6%1.229%
7/17/2025Janney Montgomery Scott LLC87,280$13.73M0.0%-5.2%1.008%
7/17/2025Elser Financial Planning Inc6,786$1.06M0.1%N/A0.078%
7/17/2025Worth Financial Advisory Group LLC2,619$412K0.3%-3.7%0.030%
7/16/2025CX Institutional1,129$178K0.0%-97.5%0.013%
7/15/2025RVW Wealth LLC68,521$10.78M0.9%-12.8%0.792%
7/15/2025LVZ Inc.1,337$210K0.0%N/A0.015%
(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, 234 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), Raymond James Financial Inc. ($67.03M), LPL Financial LLC ($65.59M), Raymond James & Associates ($38.20M), Vestmark Advisory Solutions Inc. ($26.57M), Osaic Holdings Inc. ($23.70M), and UBS Group AG ($23.57M).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 182 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), Independent Advisor Alliance ($78.96K), and LPL Financial LLC ($78.72K).

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

Institutional investors have bought a total of 1,302,035 shares in the last 24 months. This purchase volume represents approximately $190.44M in transactions.

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

Of the 117 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 ($132.38K), CX Institutional ($87.79K), NewEdge Advisors LLC ($67.08K), Wells Fargo & Company MN ($57.54K), Creative Planning ($49.21K), Jane Street Group LLC ($34.39K), and Vestmark Advisory Solutions Inc. ($34.16K).

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

Institutional investors have sold a total of 839,105 shares in the last 24 months. This volume of shares sold represents approximately $120.26M in transactions.


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This page (NYSEARCA:FXL) was last updated on 9/29/2025 by MarketBeat.com Staff
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