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First Trust Technology AlphaDEX Fund (FXL) Institutional Ownership

First Trust Technology AlphaDEX Fund logo
$161.00 +1.14 (+0.71%)
Closing price 04:10 PM Eastern
Extended Trading
$160.98 -0.02 (-0.01%)
As of 04:11 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)
128
Total
Institutional Inflows
(last 12 months)
$183.00M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$119.59M
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FXL Institutional Buying and Selling by Quarter

First Trust Technology AlphaDEX Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
7/24/2025 Trust Co. of Toledo NA OH526$83K0.0%N/A0.006%
7/24/2025 WMG Financial Advisors LLC5,105$803K0.3%-1.8%0.060%
7/24/2025 IFP Advisors Inc8,697$1.37M0.0%-1.7%0.102%
7/24/2025 US Bancorp DE20,630$3.25M0.0%+1.5%0.241%
7/23/2025 Clear Creek Financial Management LLC7,624$1.20M0.1%-8.6%0.089%
7/23/2025 REAP Financial Group LLC2,005$315K0.1%-39.1%0.023%
7/23/2025 RMG Wealth Management LLC760$121K0.0%N/A0.009%
7/23/2025 Prime Capital Investment Advisors LLC3,183$501K0.0%-16.7%0.037%
7/21/2025 Ameriflex Group Inc.168$26K0.0%-88.4%0.002%
7/21/2025 Creative Capital Management Investments LLC186$29K0.0%N/A0.002%
7/21/2025 Ameritas Advisory Services LLC607$96K0.0%N/A0.007%
7/21/2025 Crews Bank & Trust692$109K0.0%N/A0.008%
7/18/2025 Pure Financial Advisors LLC1,352$213K0.0%N/A0.016%
7/18/2025 Trust Co. of Vermont205$32K0.0%N/A0.002%
7/18/2025 Brueske Advisory Services LLC14,653$2.31M1.6%-2.8%0.170%
7/18/2025 Truist Financial Corp105,740$16.64M0.0%+3.6%1.229%
7/17/2025 Janney Montgomery Scott LLC87,280$13.73M0.0%-5.2%1.008%
7/17/2025 Elser Financial Planning Inc6,786$1.06M0.1%N/A0.078%
7/17/2025 Worth Financial Advisory Group LLC2,619$412K0.3%-3.7%0.030%
7/16/2025 CX Institutional1,129$178K0.0%-97.5%0.013%
7/15/2025 RVW Wealth LLC68,521$10.78M0.9%-12.8%0.792%
7/15/2025 LVZ Inc.1,337$210K0.0%N/A0.015%
7/14/2025 ABLE Financial Group LLC1,336$210K0.1%N/A0.015%
7/14/2025 Park Avenue Securities LLC1,535$242K0.0%-16.0%0.018%
7/11/2025 Farther Finance Advisors LLC12,988$2.04M0.0%+1.2%0.150%
7/11/2025 CX Institutional1,129$178K0.0%-97.5%0.013%
7/10/2025 Three Seasons Wealth LLC9,278$1.46M0.2%-7.0%0.107%
7/10/2025 Wealth Enhancement Advisory Services LLC3,388$542K0.0%+12.9%0.039%
7/10/2025 Focus Financial Network Inc.6,979$1.10M0.0%+11.1%0.081%
7/10/2025 Sovran Advisors LLC1,378$220K0.0%N/A0.016%
7/8/2025 Choice Wealth Advisors LLC57,112$8.99M4.1%-1.2%0.660%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.8,950$1.41M0.2%-6.5%0.103%
6/27/2025Goldman Sachs Group Inc.21,410$2.83M0.0%-37.5%0.246%
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5/29/2025 Nova 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%
5/14/2025 Venture 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%
5/9/2025 Three 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%
5/8/2025 US 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%
5/8/2025 RVW Wealth LLC78,536$10.39M1.0%-60.4%0.891%
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%
5/6/2025 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%
5/5/2025Kestra 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%
5/2/2025 Schrum 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%
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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%
(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, 224 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 171 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 Imprint Wealth LLC ($79.79K).

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

Institutional investors have bought a total of 1,271,359 shares in the last 24 months. This purchase volume represents approximately $183.00M in transactions.

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

Of the 107 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), Envestnet Asset Management Inc. ($60.16K), Wells Fargo & Company MN ($57.54K), Truist Financial Corp ($50.69K), 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 852,577 shares in the last 24 months. This volume of shares sold represents approximately $119.59M in transactions.



This page (NYSEARCA:FXL) was last updated on 7/25/2025 by MarketBeat.com Staff
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