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First Trust Technology AlphaDEX Fund (FXL) Institutional Ownership

First Trust Technology AlphaDEX Fund logo
$224.01 -0.91 (-0.40%)
Closing price 08/14/2026 04:10 PM Eastern
Extended Trading
$223.99 -0.02 (-0.01%)
As of 08/14/2026 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for First Trust Technology AlphaDEX Fund (NYSEARCA:FXL)

Number of
Institutional Buyers
(last 12 months)
108
Total
Institutional Inflows
(last 12 months)
$300.04M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$65.64M
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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
8/13/2026 Capital Square LLC2,114$440K0.2%N/A0.016%
8/7/2026 Trust Co. of Vermont205$45K0.0%N/A0.002%
7/10/2026 Stonekeep Investments LLC1,041$226K0.1%N/A0.008%
7/10/2026 Clarus Wealth Advisors2,512$513K0.2%-4.9%0.020%
7/10/2026 Choice Wealth Advisors LLC51,232$11.13M3.9%-10.7%0.407%
7/9/2026 Focus Financial Network Inc.1,076$234K0.0%N/A0.009%
7/9/2026 Allied Private Wealth LLC1,942$397K0.3%N/A0.015%
7/9/2026 Valeo Financial Advisors LLC1,145$249K0.0%N/A0.009%
7/8/2026 MRA Advisory Group1,043$227K0.1%N/A0.008%
7/8/2026 First Heartland Consultants Inc.1,175$255K0.0%N/A0.009%
7/8/2026 RVW Wealth LLC63,865$13.87M0.9%+3.6%0.507%
7/7/2026 CoreCap Advisors LLC9,514$2.07M0.1%-3.1%0.075%
7/2/2026 CX Institutional5,410$1.18M0.0%-80.0%0.064%
6/3/2026 NewEdge Advisors LLC26,544$4.22M0.0%-5.2%0.331%
5/19/2026Western Wealth Management LLC648$103K0.0%N/A0.008%
5/19/2026 Paragon Private Wealth Management LLC10,646$1.69M0.5%-2.4%0.133%
5/19/2026 NewEdge Advisors LLC22,555$3.58M0.1%-19.5%0.282%
5/19/2026Bank of America Corp DE110,093$17.49M0.0%-5.1%1.374%
5/19/2026 Arkadios Wealth Advisors7,565$1.20M0.0%-15.6%0.094%
5/18/2026Royal Bank of Canada58,013$9.22M0.0%-11.9%0.724%
5/16/2026 Quantinno Capital Management LP1,659$264K0.0%N/A0.021%
5/15/2026 Gateway Wealth Partners LLC6,094$968K0.0%+92.7%0.076%
5/15/2026Waverly Advisors LLC32,410$5.15M0.0%-0.4%0.405%
5/14/2026 RMG Wealth Management LLC600$95K0.0%N/A0.007%
5/13/2026 Cetera Investment Advisers81,370$12.93M0.0%-4.1%1.016%
5/7/2026 Lowe Brockenbrough & Co. Inc.1,720$273K0.0%-20.7%0.021%
5/6/2026 Dorsey Wright & Associates4,457$708K0.1%N/A0.056%
5/6/2026 MTM Investment Management LLC14,512$2.31M0.7%-0.7%0.181%
5/6/2026 Kesler Norman & Wride LLC5,515$876K0.2%-5.8%0.069%
5/6/2026 Bessemer Group Inc.387$62K0.0%+66.8%0.005%
5/6/2026 Independent Financial Group LLC3,688$586K0.0%N/A0.046%
5/5/2026 D.A. Davidson & CO.39,964$6.35M0.0%-4.5%0.499%
5/4/2026 Retirement Planning Group LLC9,511$1.51M0.0%+0.7%0.119%
5/4/2026 Chicago Partners Investment Group LLC25,292$4.02M0.1%-2.4%0.316%
5/2/2026 International Assets Investment Management LLC4,072$660K0.0%-7.3%0.051%
5/1/2026 Fifth Third Bancorp4,123$655K0.0%+2,269.5%0.051%
5/1/2026 Triton Wealth Management PLLC27,731$4.52M1.7%-7.6%0.346%
4/30/2026 Equitable Trust Co.3,100$492K0.0%N/A0.038%
4/30/2026 Kestra Advisory Services LLC21,134$3.36M0.0%+6.8%0.262%
4/27/2026 BIP Wealth LLC4,819$766K0.0%-4.7%0.060%
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4/27/2026 Private Advisor Group LLC11,983$1.90M0.0%-1.3%0.149%
4/23/2026 Apollon Wealth Management LLC6,034$959K0.0%-10.4%0.075%
4/22/2026 Janney Montgomery Scott LLC77,905$12.38M0.0%-3.4%0.967%
4/21/2026 OLD National Bancorp IN2,390$380K0.0%+2.5%0.030%
4/20/2026 Kestra Private Wealth Services LLC30,087$4.78M0.1%-3.3%0.373%
4/20/2026 RFG Advisory LLC4,751$755K0.0%-4.6%0.059%
4/17/2026 Krilogy Financial LLC6,365$1.01M0.0%-1.9%0.079%
3/17/2026 Forty three Eighteen Advisors LLC9,206$1.55M1.2%N/A0.111%
3/17/2026 Rockefeller Capital Management L.P.23,071$3.88M0.0%-5.7%0.278%
3/13/2026World Investment Advisors2,589$436K0.0%+21.8%0.031%
3/5/2026 Gunpowder Capital Management LLC dba Oliver Wealth Management3,000$505K0.4%N/A0.036%
3/5/2026 Worthington Financial Partners LLC3,801$640K0.6%N/A0.046%
2/18/2026Ameriflex Group Inc.1,228$207K0.1%-6.4%0.015%
2/18/2026 Virtue Capital Management LLC43,517$7.36M0.2%+4,243.0%0.524%
2/18/2026 NewEdge Advisors LLC28,004$4.71M0.0%+12.8%0.337%
2/18/2026IHT Wealth Management LLC31,484$5.32M0.1%-0.6%0.379%
2/17/2026 Cetera Investment Advisers84,877$14.28M0.0%-6.3%1.021%
2/17/2026Regal Investment Advisors LLC3,250$547K0.0%-14.4%0.039%
2/17/2026Osaic Holdings Inc.68,420$11.52M0.0%-30.5%0.823%
2/17/2026 Captrust Financial Advisors34,049$5.73M0.0%+0.2%0.410%
2/17/2026&PARTNERS19,267$3.23M0.0%+6.9%0.232%
2/17/2026Royal Bank of Canada65,851$11.08M0.0%-6.6%0.792%
2/17/2026Abound Financial LLC1,064$179K0.0%-21.8%0.013%
2/16/2026 Truvestments Capital LLC2,349$395K0.1%-5.4%0.028%
2/16/2026 Sargent Investment Group LLC2,795$470K0.1%N/A0.034%
2/16/2026 MML Investors Services LLC9,093$1.53M0.0%+3.8%0.109%
2/16/2026 Mariner LLC17,106$2.88M0.0%+203.6%0.206%
2/16/2026 Arax Advisory Partners9,758$1.64M0.0%N/A0.117%
2/13/2026 Kestra Advisory Services LLC19,789$3.33M0.0%+1.4%0.238%
2/13/2026 Stifel Financial Corp88,763$14.94M0.0%+1.7%1.068%
2/13/2026 Morgan Stanley687,175$115.64M0.0%-2.8%8.269%
2/13/2026 Arkadios Wealth Advisors8,968$1.51M0.0%-1.1%0.108%
2/13/2026Ausdal Financial Partners Inc.2,668$449K0.0%+16.3%0.032%
2/13/2026 First National Bank of Omaha1,930$329K0.0%N/A0.023%
2/13/2026 Peak Planning Group LLC4,799$808K0.2%N/A0.058%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,218$373K0.0%N/A0.027%
2/13/2026Wells Fargo & Company MN504,292$84.86M0.0%-0.9%6.068%
2/13/2026 Summit Financial LLC1,802$303K0.0%+6.9%0.022%
2/13/2026 RPg Family Wealth Advisory LLC2,936$494K0.1%-33.4%0.035%
2/12/2026 Commonwealth Equity Services LLC129,777$21.84M0.0%-0.3%1.562%
2/12/2026 Steward Partners Investment Advisory LLC2,002$337K0.0%-3.1%0.024%
2/12/2026CIBC Private Wealth Group LLC313$53K0.0%-19.5%0.004%
2/12/2026 Wedbush Securities Inc.4,915$827K0.0%-7.1%0.059%
2/11/2026 Gateway Wealth Partners LLC3,162$532K0.1%-5.6%0.038%
2/11/2026 Janney Montgomery Scott LLC80,642$13.57M0.0%-2.6%0.970%
2/11/2026 Paragon Private Wealth Management LLC10,906$1.84M0.6%-0.9%0.131%
2/11/2026Cerity Partners LLC1,572$265K0.0%N/A0.019%
2/11/2026 LPL Financial LLC576,568$97.03M0.0%+3.9%6.938%
2/11/2026 O Shaughnessy Asset Management LLC1,342$226K0.0%-5.2%0.016%
2/11/2026 Hilton Head Capital Partners LLC250$42K0.0%N/A0.003%
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2/11/2026 Lowe Brockenbrough & Co. Inc.2,170$365K0.0%+57.8%0.026%
2/10/2026 REAP Financial Group LLC1,518$255K0.1%-24.1%0.018%
2/10/2026Goldman Sachs Group Inc.5,725$963K0.0%-25.9%0.069%
2/10/2026 Kesler Norman & Wride LLC5,856$985K0.2%-6.6%0.070%
2/10/2026 Beto Financial Group LLC14,516$2.49M1.7%N/A0.175%
2/10/2026 Northwestern Mutual Wealth Management Co.8,252$1.39M0.0%+2.5%0.099%
2/10/2026IFG Advisory LLC2,146$361K0.0%-23.3%0.026%
2/9/2026 Harbour Investments Inc.2,957$498K0.0%-10.0%0.036%
2/9/2026 Redstone Wealth Management LLC1,449$244K0.2%N/A0.017%
2/9/2026 Prospera Financial Services Inc6,505$1.10M0.0%-3.0%0.078%


FXL Institutional Ownership - Frequently Asked Questions

During the previous two years, 258 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 200 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), Independent Advisor Alliance ($78.96K), LPL Financial LLC ($70.91K), Vestmark Advisory Solutions Inc. ($69.19K), Strategic Financial Concepts LLC ($69.05K), and CX Institutional ($51.52K).

Institutional investors have bought a total of 1,781,292 shares in the last 24 months. This purchase volume represents approximately $300.04M in transactions.

Of the 94 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), Osaic Holdings Inc. ($37.37K), Strategic Blueprint LLC ($31.16K), CX Institutional ($21.61K), Morgan Stanley ($19.76K), and Royal Bank of Canada ($12.47K).

Institutional investors have sold a total of 384,888 shares in the last 24 months. This volume of shares sold represents approximately $65.64M in transactions.


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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 8/13/2026. New 13F filings are added each quarter as they're published.
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