First Trust Technology AlphaDEX Fund (FXL) Institutional Ownership

$215.21 +1.58 (+0.74%)

As of 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 105
Total Institutional Inflows (last 12 months): $320.90M

Number of Institutional Sellers (last 12 months): 93
Total Institutional Outflows (last 12 months): $64.57M

Get FXL Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Technology AlphaDEX Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

FXL Institutional Buying and Selling by Quarter

First Trust Technology AlphaDEX Fund Major Shareholders & Ownership History

Export

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/2/2026	Range Advisory LLC	1,788	$388K	0.0%	N/A	0.014%
8/27/2026	Corient Private Wealth LP	958	$208K	0.0%	N/A	0.007%
8/23/2026	Nilsine Partners LLC	97,521	$21.18M	1.5%	+6,236.6%	0.759%
8/22/2026	Three Seasons Wealth LLC	7,832	$1.70M	0.2%	-9.9%	0.061%
8/22/2026	Concurrent Investment Advisors LLC	4,726	$1.03M	0.0%	-4.4%	0.037%
8/13/2026	Capital Square LLC	2,114	$440K	0.2%	N/A	0.016%
8/7/2026	Trust Co. of Vermont	205	$45K	0.0%	N/A	0.002%
7/10/2026	Stonekeep Investments LLC	1,041	$226K	0.1%	N/A	0.008%
7/10/2026	Clarus Wealth Advisors	2,512	$513K	0.2%	-4.9%	0.020%
7/10/2026	Choice Wealth Advisors LLC	51,232	$11.13M	3.9%	-10.7%	0.407%
The ultimate IPO unicorn before Labor Day (Ad) Anthropic is now valued at over $1 trillion, more than every U.S. airline combined and larger than the U.S. defense budget. Its annualized revenue grew 80x in the first quarter, and an IPO could arrive as early as October. For a limited time, investors can access a report detailing how to explore a pre-IPO stake in Anthropic for $29, a 94% discount off the retail price. The package includes a year of Disruptors and Dominators, monthly stock ideas, and four special reports. Claim the discounted Anthropic pre-IPO report before Monday night's deadline.
7/9/2026	Focus Financial Network Inc.	1,076	$234K	0.0%	N/A	0.009%
7/9/2026	Allied Private Wealth LLC	1,942	$397K	0.3%	N/A	0.015%
7/9/2026	Valeo Financial Advisors LLC	1,145	$249K	0.0%	N/A	0.009%
7/8/2026	MRA Advisory Group	1,043	$227K	0.1%	N/A	0.008%
7/8/2026	First Heartland Consultants Inc.	1,175	$255K	0.0%	N/A	0.009%
7/8/2026	RVW Wealth LLC	63,865	$13.87M	0.9%	+3.6%	0.507%
7/7/2026	CoreCap Advisors LLC	9,514	$2.07M	0.1%	-3.1%	0.075%
7/2/2026	CX Institutional	5,410	$1.18M	0.0%	-80.0%	0.064%
6/3/2026	NewEdge Advisors LLC	26,544	$4.22M	0.0%	-5.2%	0.331%
5/19/2026	Western Wealth Management LLC	648	$103K	0.0%	N/A	0.008%
5/19/2026	Paragon Private Wealth Management LLC	10,646	$1.69M	0.5%	-2.4%	0.133%
5/19/2026	NewEdge Advisors LLC	22,555	$3.58M	0.1%	-19.5%	0.282%
5/19/2026	Bank of America Corp DE	110,093	$17.49M	0.0%	-5.1%	1.374%
5/19/2026	Arkadios Wealth Advisors	7,565	$1.20M	0.0%	-15.6%	0.094%
5/18/2026	Royal Bank of Canada	58,013	$9.22M	0.0%	-11.9%	0.724%
5/16/2026	Quantinno Capital Management LP	1,659	$264K	0.0%	N/A	0.021%
5/15/2026	Gateway Wealth Partners LLC	6,094	$968K	0.0%	+92.7%	0.076%
5/15/2026	Waverly Advisors LLC	32,410	$5.15M	0.0%	-0.4%	0.405%
5/14/2026	RMG Wealth Management LLC	600	$95K	0.0%	N/A	0.007%
5/13/2026	Cetera Investment Advisers	81,370	$12.93M	0.0%	-4.1%	1.016%
5/7/2026	Lowe Brockenbrough & Co. Inc.	1,720	$273K	0.0%	-20.7%	0.021%
5/6/2026	Dorsey Wright & Associates	4,457	$708K	0.1%	N/A	0.056%
5/6/2026	MTM Investment Management LLC	14,512	$2.31M	0.7%	-0.7%	0.181%
5/6/2026	Kesler Norman & Wride LLC	5,515	$876K	0.2%	-5.8%	0.069%
5/6/2026	Bessemer Group Inc.	387	$62K	0.0%	+66.8%	0.005%
5/6/2026	Independent Financial Group LLC	3,688	$586K	0.0%	N/A	0.046%
5/5/2026	D.A. Davidson & CO.	39,964	$6.35M	0.0%	-4.5%	0.499%
5/4/2026	Retirement Planning Group LLC	9,511	$1.51M	0.0%	+0.7%	0.119%
5/4/2026	Chicago Partners Investment Group LLC	25,292	$4.02M	0.1%	-2.4%	0.316%
5/2/2026	International Assets Investment Management LLC	4,072	$660K	0.0%	-7.3%	0.051%
Major Buy Alert Issued for September 30th (Ad) Keith Kaplan has invested $17 million into his own AI research tools, building a platform now used by 180,000 people worldwide. His system has flagged a handful of stocks worth watching ahead of September 30th. See which stocks his AI research platform is flagging right now. See which stocks his AI research platform is flagging now
5/1/2026	Fifth Third Bancorp	4,123	$655K	0.0%	+2,269.5%	0.051%
5/1/2026	Triton Wealth Management PLLC	27,731	$4.52M	1.7%	-7.6%	0.346%
4/30/2026	Equitable Trust Co.	3,100	$492K	0.0%	N/A	0.038%
4/30/2026	Kestra Advisory Services LLC	21,134	$3.36M	0.0%	+6.8%	0.262%
4/27/2026	BIP Wealth LLC	4,819	$766K	0.0%	-4.7%	0.060%
4/27/2026	Private Advisor Group LLC	11,983	$1.90M	0.0%	-1.3%	0.149%
4/23/2026	Apollon Wealth Management LLC	6,034	$959K	0.0%	-10.4%	0.075%
4/22/2026	Janney Montgomery Scott LLC	77,905	$12.38M	0.0%	-3.4%	0.967%
4/21/2026	OLD National Bancorp IN	2,390	$380K	0.0%	+2.5%	0.030%
4/20/2026	Kestra Private Wealth Services LLC	30,087	$4.78M	0.1%	-3.3%	0.373%
4/20/2026	RFG Advisory LLC	4,751	$755K	0.0%	-4.6%	0.059%
4/17/2026	Krilogy Financial LLC	6,365	$1.01M	0.0%	-1.9%	0.079%
3/17/2026	Forty three Eighteen Advisors LLC	9,206	$1.55M	1.2%	N/A	0.111%
3/17/2026	Rockefeller Capital Management L.P.	23,071	$3.88M	0.0%	-5.7%	0.278%
3/13/2026	World Investment Advisors	2,589	$436K	0.0%	+21.8%	0.031%
3/5/2026	Gunpowder Capital Management LLC dba Oliver Wealth Management	3,000	$505K	0.4%	N/A	0.036%
3/5/2026	Worthington Financial Partners LLC	3,801	$640K	0.6%	N/A	0.046%
2/18/2026	Ameriflex Group Inc.	1,228	$207K	0.1%	-6.4%	0.015%
2/18/2026	Virtue Capital Management LLC	43,517	$7.36M	0.2%	+4,243.0%	0.524%
2/18/2026	NewEdge Advisors LLC	28,004	$4.71M	0.0%	+12.8%	0.337%
2/18/2026	IHT Wealth Management LLC	31,484	$5.32M	0.1%	-0.6%	0.379%
2/17/2026	Cetera Investment Advisers	84,877	$14.28M	0.0%	-6.3%	1.021%
2/17/2026	Regal Investment Advisors LLC	3,250	$547K	0.0%	-14.4%	0.039%
2/17/2026	Osaic Holdings Inc.	68,420	$11.52M	0.0%	-30.5%	0.823%
2/17/2026	Captrust Financial Advisors	34,049	$5.73M	0.0%	+0.2%	0.410%
2/17/2026	&PARTNERS	19,267	$3.23M	0.0%	+6.9%	0.232%
2/17/2026	Royal Bank of Canada	65,851	$11.08M	0.0%	-6.6%	0.792%
2/17/2026	Abound Financial LLC	1,064	$179K	0.0%	-21.8%	0.013%
2/16/2026	Truvestments Capital LLC	2,349	$395K	0.1%	-5.4%	0.028%
2/16/2026	Sargent Investment Group LLC	2,795	$470K	0.1%	N/A	0.034%
2/16/2026	MML Investors Services LLC	9,093	$1.53M	0.0%	+3.8%	0.109%
2/16/2026	Mariner LLC	17,106	$2.88M	0.0%	+203.6%	0.206%
2/16/2026	Arax Advisory Partners	9,758	$1.64M	0.0%	N/A	0.117%
2/13/2026	Kestra Advisory Services LLC	19,789	$3.33M	0.0%	+1.4%	0.238%
2/13/2026	Stifel Financial Corp	88,763	$14.94M	0.0%	+1.7%	1.068%
2/13/2026	Morgan Stanley	687,175	$115.64M	0.0%	-2.8%	8.269%
2/13/2026	Arkadios Wealth Advisors	8,968	$1.51M	0.0%	-1.1%	0.108%
2/13/2026	Ausdal Financial Partners Inc.	2,668	$449K	0.0%	+16.3%	0.032%
2/13/2026	First National Bank of Omaha	1,930	$329K	0.0%	N/A	0.023%
2/13/2026	Peak Planning Group LLC	4,799	$808K	0.2%	N/A	0.058%
2/13/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	2,218	$373K	0.0%	N/A	0.027%
2/13/2026	Wells Fargo & Company MN	504,292	$84.86M	0.0%	-0.9%	6.068%
2/13/2026	Summit Financial LLC	1,802	$303K	0.0%	+6.9%	0.022%
2/13/2026	RPg Family Wealth Advisory LLC	2,936	$494K	0.1%	-33.4%	0.035%
2/12/2026	Commonwealth Equity Services LLC	129,777	$21.84M	0.0%	-0.3%	1.562%
2/12/2026	Steward Partners Investment Advisory LLC	2,002	$337K	0.0%	-3.1%	0.024%
2/12/2026	CIBC Private Wealth Group LLC	313	$53K	0.0%	-19.5%	0.004%
2/12/2026	Wedbush Securities Inc.	4,915	$827K	0.0%	-7.1%	0.059%
2/11/2026	Gateway Wealth Partners LLC	3,162	$532K	0.1%	-5.6%	0.038%
2/11/2026	Janney Montgomery Scott LLC	80,642	$13.57M	0.0%	-2.6%	0.970%
Congress Just Opened the Floodgates (Ad) The House passed the Digital Asset Market Clarity Act 294 to 134, creating the most comprehensive financial technology framework in US history. JPMorgan, Citi, Bank of America and Wells Fargo are building a shared next generation payment network targeting 2027, and the DTCC just completed its first live production trades on the new system. Senior analyst Andy Howard breaks down the asset at the center of this shift in a free report. Get the free report before the new financial grid launches this fall.
2/11/2026	Paragon Private Wealth Management LLC	10,906	$1.84M	0.6%	-0.9%	0.131%
2/11/2026	Cerity Partners LLC	1,572	$265K	0.0%	N/A	0.019%
2/11/2026	LPL Financial LLC	576,568	$97.03M	0.0%	+3.9%	6.938%
2/11/2026	O Shaughnessy Asset Management LLC	1,342	$226K	0.0%	-5.2%	0.016%
2/11/2026	Hilton Head Capital Partners LLC	250	$42K	0.0%	N/A	0.003%
2/11/2026	Lowe Brockenbrough & Co. Inc.	2,170	$365K	0.0%	+57.8%	0.026%
2/10/2026	REAP Financial Group LLC	1,518	$255K	0.1%	-24.1%	0.018%
2/10/2026	Goldman Sachs Group Inc.	5,725	$963K	0.0%	-25.9%	0.069%
2/10/2026	Kesler Norman & Wride LLC	5,856	$985K	0.2%	-6.6%	0.070%
2/10/2026	Beto Financial Group LLC	14,516	$2.49M	1.7%	N/A	0.175%

FXL Institutional Ownership - Frequently Asked Questions

During the previous two years, 260 institutional investors and hedge funds held shares of First Trust Technology AlphaDEX Fund. The most heavily invested institutionals were Morgan Stanley ($115.64M), LPL Financial LLC ($97.03M), Wells Fargo & Company MN ($84.86M), Raymond James Financial Inc. ($64.78M), Raymond James & Associates ($38.20M), UBS Group AG ($24.29M), and Commonwealth Equity Services LLC ($21.84M).Learn more on First Trust Technology AlphaDEX Fund's institutional investors.

Of the 201 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: Northwestern Mutual Wealth Management Co. ($1.47M), Raymond James Financial Inc. ($443.11K), Nilsine Partners LLC ($97.17K), Independent Advisor Alliance ($78.96K), LPL Financial LLC ($70.91K), Vestmark Advisory Solutions Inc. ($69.19K), and Strategic Financial Concepts LLC ($69.05K).

Institutional investors have bought a total of 1,876,290 shares in the last 24 months. This purchase volume represents approximately $320.90M in transactions.

Of the 93 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: Vestmark Advisory Solutions Inc. ($87.07K), Raymond James Financial Inc. ($40.30K), Strategic Blueprint LLC ($31.16K), Osaic Holdings Inc. ($30.04K), CX Institutional ($21.61K), Morgan Stanley ($19.76K), and Royal Bank of Canada ($12.47K).

Institutional investors have sold a total of 377,619 shares in the last 24 months. This volume of shares sold represents approximately $64.57M in transactions.

Related Companies

Institutional ownership data for NYSEARCA:FXL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.

From Our Partners

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

First Trust Technology AlphaDEX Fund (FXL) Institutional Ownership

FXL Institutional Buying and Selling by Quarter

First Trust Technology AlphaDEX Fund Major Shareholders & Ownership History

FXL Institutional Ownership - Frequently Asked Questions

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

First Trust Technology AlphaDEX Fund (FXL) Institutional Ownership

Institutional Ownership Changes (13F Filings) for First Trust Technology AlphaDEX Fund (NYSEARCA:FXL)

FXL Institutional Buying and Selling by Quarter

First Trust Technology AlphaDEX Fund Major Shareholders & Ownership History

FXL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXL shares?

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

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

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

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

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools