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First Trust Technology AlphaDEX Fund (FXL) Institutional Ownership

First Trust Technology AlphaDEX Fund logo
$196.00 -2.85 (-1.43%)
Closing price 07/24/2026 04:10 PM Eastern
Extended Trading
$196.12 +0.12 (+0.06%)
As of 07/24/2026 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)
121
Total
Institutional Inflows
(last 12 months)
$322.89M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$83.06M
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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
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%
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7/2/2026 CX Institutional5,410$1.18M0.0%-80.0%0.064%
6/3/2026NewEdge Advisors LLC26,544$4.22M0.0%-5.2%0.331%
5/19/2026Western Wealth Management LLC648$103K0.0%N/A0.008%
5/19/2026Paragon Private Wealth Management LLC10,646$1.69M0.5%-2.4%0.133%
5/19/2026NewEdge 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%
5/19/2026Arkadios Wealth Advisors7,565$1.20M0.0%-15.6%0.094%
5/18/2026Royal Bank of Canada58,013$9.22M0.0%-11.9%0.724%
5/16/2026Quantinno Capital Management LP1,659$264K0.0%N/A0.021%
5/15/2026Gateway Wealth Partners LLC6,094$968K0.0%+92.7%0.076%
5/15/2026Waverly Advisors LLC32,410$5.15M0.0%-0.4%0.405%
5/14/2026RMG Wealth Management LLC600$95K0.0%N/A0.007%
5/13/2026Cetera Investment Advisers81,370$12.93M0.0%-4.1%1.016%
5/7/2026Lowe Brockenbrough & Co. Inc.1,720$273K0.0%-20.7%0.021%
5/6/2026Dorsey Wright & Associates4,457$708K0.1%N/A0.056%
5/6/2026MTM 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%
5/6/2026Bessemer Group Inc.387$62K0.0%+66.8%0.005%
5/6/2026 Independent Financial Group LLC3,688$586K0.0%N/A0.046%
5/5/2026D.A. Davidson & CO.39,964$6.35M0.0%-4.5%0.499%
5/4/2026Retirement Planning Group LLC9,511$1.51M0.0%+0.7%0.119%
5/4/2026Chicago 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%
5/1/2026Fifth Third Bancorp4,123$655K0.0%+2,269.5%0.051%
5/1/2026Triton Wealth Management PLLC27,731$4.52M1.7%-7.6%0.346%
4/30/2026 Equitable Trust Co.3,100$492K0.0%N/A0.038%
4/30/2026Kestra Advisory Services LLC21,134$3.36M0.0%+6.8%0.262%
4/27/2026BIP Wealth LLC4,819$766K0.0%-4.7%0.060%
4/27/2026Private 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%
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4/22/2026Janney 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%
4/20/2026Kestra 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%
4/17/2026Krilogy Financial LLC6,365$1.01M0.0%-1.9%0.079%
3/17/2026Forty three Eighteen Advisors LLC9,206$1.55M1.2%N/A0.111%
3/17/2026Rockefeller 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%
3/5/2026Gunpowder 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%
2/18/2026Virtue Capital Management LLC43,517$7.36M0.2%+4,243.0%0.524%
2/18/2026NewEdge Advisors LLC28,004$4.71M0.0%+12.8%0.337%
2/18/2026IHT Wealth Management LLC31,484$5.32M0.1%-0.6%0.379%
2/17/2026Cetera 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%
2/17/2026Captrust 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%
2/16/2026Truvestments Capital LLC2,349$395K0.1%-5.4%0.028%
2/16/2026Sargent Investment Group LLC2,795$470K0.1%N/A0.034%
2/16/2026MML Investors Services LLC9,093$1.53M0.0%+3.8%0.109%
2/16/2026Mariner LLC17,106$2.88M0.0%+203.6%0.206%
2/16/2026Arax Advisory Partners9,758$1.64M0.0%N/A0.117%
2/13/2026Kestra Advisory Services LLC19,789$3.33M0.0%+1.4%0.238%
2/13/2026Stifel Financial Corp88,763$14.94M0.0%+1.7%1.068%
2/13/2026Morgan Stanley687,175$115.64M0.0%-2.8%8.269%
2/13/2026Arkadios Wealth Advisors8,968$1.51M0.0%-1.1%0.108%
2/13/2026Ausdal Financial Partners Inc.2,668$449K0.0%+16.3%0.032%
2/13/2026First National Bank of Omaha1,930$329K0.0%N/A0.023%
2/13/2026Peak Planning Group LLC4,799$808K0.2%N/A0.058%
2/13/2026UBS 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%
2/13/2026Summit Financial LLC1,802$303K0.0%+6.9%0.022%
2/13/2026RPg Family Wealth Advisory LLC2,936$494K0.1%-33.4%0.035%
2/12/2026Commonwealth Equity Services LLC129,777$21.84M0.0%-0.3%1.562%
2/12/2026Steward Partners Investment Advisory LLC2,002$337K0.0%-3.1%0.024%
2/12/2026CIBC Private Wealth Group LLC313$53K0.0%-19.5%0.004%
2/12/2026Wedbush Securities Inc.4,915$827K0.0%-7.1%0.059%
2/11/2026Gateway Wealth Partners LLC3,162$532K0.1%-5.6%0.038%
2/11/2026Janney Montgomery Scott LLC80,642$13.57M0.0%-2.6%0.970%
2/11/2026Paragon Private Wealth Management LLC10,906$1.84M0.6%-0.9%0.131%
2/11/2026Cerity Partners LLC1,572$265K0.0%N/A0.019%
2/11/2026LPL Financial LLC576,568$97.03M0.0%+3.9%6.938%
2/11/2026O Shaughnessy Asset Management LLC1,342$226K0.0%-5.2%0.016%
2/11/2026Hilton Head Capital Partners LLC250$42K0.0%N/A0.003%
2/11/2026Lowe Brockenbrough & Co. Inc.2,170$365K0.0%+57.8%0.026%
2/10/2026REAP Financial Group LLC1,518$255K0.1%-24.1%0.018%
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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%
2/10/2026Beto Financial Group LLC14,516$2.49M1.7%N/A0.175%
2/10/2026Northwestern 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%
2/9/2026Harbour 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%
2/6/2026 Signature Estate & Investment Advisors LLC2,486$418K0.0%-3.5%0.030%
2/6/2026Global Retirement Partners LLC2,882$485K0.0%+4.9%0.035%


FXL Institutional Ownership - Frequently Asked Questions

During the previous two years, 263 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 207 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), LPL Financial LLC ($100.58K), Strategic Financial Concepts LLC ($95.53K), Independent Advisor Alliance ($78.96K), Vestmark Advisory Solutions Inc. ($69.19K), and CX Institutional ($51.52K).

Institutional investors have bought a total of 1,927,407 shares in the last 24 months. This purchase volume represents approximately $322.89M in transactions.

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: Vestmark Advisory Solutions Inc. ($87.07K), Creative Planning ($50.73K), Raymond James Financial Inc. ($43.74K), Osaic Holdings Inc. ($37.37K), Strategic Blueprint LLC ($31.48K), Bank of America Corp DE ($27.33K), and CX Institutional ($21.61K).

Institutional investors have sold a total of 495,557 shares in the last 24 months. This volume of shares sold represents approximately $83.06M in transactions.


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This page (NYSEARCA:FXL) was last updated on 7/26/2026 by MarketBeat.com Staff.
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