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First Trust Technology AlphaDEX Fund (FXL) Institutional Ownership

First Trust Technology AlphaDEX Fund logo
$218.96 -7.97 (-3.51%)
Closing price 10/14/2026 04:10 PM Eastern
Extended Trading
$218.96 0.00 (0.00%)
As of 10/14/2026 07:30 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)
111
Total
Institutional Inflows
(last 12 months)
$341.94M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$70.98M
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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
10/15/2026Mather Group LLC.1,457$322K0.0%-77.7%0.011%
10/14/2026Navigate Wealth Management LLC900$207K0.1%N/A0.007%
10/14/2026Thurston Springer Miller Herd & Titak Inc.833$184K0.3%N/A0.007%
10/14/2026MinichMacGregor Wealth Management LLC9,198$2.03M0.3%+168.9%0.072%
10/9/2026Sound Income Strategies LLC4,311$979K0.0%-6.4%0.034%
10/9/2026First Heartland Consultants Inc.1,175$260K0.0%N/A0.009%
10/8/2026Farther Finance Advisors LLC12,575$2.78M0.0%-1.2%0.099%
10/8/2026CoreCap Advisors LLC9,216$2.04M0.1%-3.1%0.072%
10/8/2026Atwood & Palmer Inc.740$164K0.0%-97.6%0.006%
10/8/2026Valeo Financial Advisors LLC1,145$253K0.0%N/A0.009%
10/7/2026Venture Visionary Partners LLC2,650$586K0.0%-5.4%0.021%
10/6/2026RVW Wealth LLC63,410$14.01M0.9%-0.7%0.497%
10/2/2026 CX Institutional6,415$1.42M0.0%+18.6%0.050%
9/23/2026Envestnet Asset Management Inc.95,685$20.79M0.0%+2.6%0.745%
9/18/2026Security National Bank of Sioux City Iowa IA586$127K0.1%N/A0.005%
9/9/2026Integrated Wealth Concepts LLC1,355$294K0.0%N/A0.011%
9/9/2026RFG Advisory LLC4,093$889K0.0%-13.8%0.032%
9/9/2026NewEdge Advisors LLC89,362$19.41M0.1%+236.7%0.695%
9/9/2026Baird Financial Group Inc.30,995$6.73M0.0%+127.1%0.241%
9/8/2026Allworth Financial LP237$51K0.0%-17.7%0.002%
9/8/2026Waverly Advisors LLC35,928$7.80M0.0%+10.9%0.280%
9/2/2026Range Advisory LLC1,788$388K0.0%N/A0.014%
8/27/2026Corient Private Wealth LP958$208K0.0%N/A0.007%
8/23/2026Nilsine Partners LLC97,521$21.18M1.5%+6,236.6%0.759%
8/22/2026Three Seasons Wealth LLC7,832$1.70M0.2%-9.9%0.061%
8/22/2026Concurrent Investment Advisors LLC4,726$1.03M0.0%-4.4%0.037%
8/13/2026Capital Square LLC2,114$440K0.2%N/A0.016%
8/7/2026Trust Co. of Vermont205$45K0.0%N/A0.002%
7/10/2026Stonekeep Investments LLC1,041$226K0.1%N/A0.008%
7/10/2026Clarus Wealth Advisors2,512$513K0.2%-4.9%0.020%
7/10/2026Choice Wealth Advisors LLC51,232$11.13M3.9%-10.7%0.407%
7/9/2026Focus Financial Network Inc.1,076$234K0.0%N/A0.009%
7/9/2026Allied Private Wealth LLC1,942$397K0.3%N/A0.015%
7/9/2026Valeo Financial Advisors LLC1,145$249K0.0%N/A0.009%
7/8/2026MRA Advisory Group1,043$227K0.1%N/A0.008%
7/8/2026First Heartland Consultants Inc.1,175$255K0.0%N/A0.009%
7/8/2026RVW Wealth LLC63,865$13.87M0.9%+3.6%0.507%
7/7/2026CoreCap Advisors LLC9,514$2.07M0.1%-3.1%0.075%
7/2/2026 CX Institutional5,410$1.18M0.0%-80.0%0.064%
6/3/2026NewEdge Advisors LLC26,544$4.22M0.0%-5.2%0.331%
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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%
5/6/2026Kesler Norman & Wride LLC5,515$876K0.2%-5.8%0.069%
5/6/2026Bessemer Group Inc.387$62K0.0%+66.8%0.005%
5/6/2026Independent 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%
5/2/2026International 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%
4/30/2026Equitable 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%
4/23/2026Apollon Wealth Management LLC6,034$959K0.0%-10.4%0.075%
4/22/2026Janney Montgomery Scott LLC77,905$12.38M0.0%-3.4%0.967%
4/21/2026OLD 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%
4/20/2026RFG 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%
3/5/2026Worthington 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%
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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%


FXL Institutional Ownership - Frequently Asked Questions

During the previous two years, 262 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 205 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 1,972,199 shares in the last 24 months. This purchase volume represents approximately $341.94M 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), Strategic Blueprint LLC ($31.16K), Osaic Holdings Inc. ($30.04K), Atwood & Palmer Inc. ($29.78K), CX Institutional ($21.61K), and Morgan Stanley ($19.76K).

Institutional investors have sold a total of 404,169 shares in the last 24 months. This volume of shares sold represents approximately $70.98M 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 10/15/2026. New 13F filings are added each quarter as they're published.
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