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First Trust Technology AlphaDEX Fund (FXL) Institutional Ownership

First Trust Technology AlphaDEX Fund logo
$150.87 -5.68 (-3.63%)
As of 02/21/2025 04:10 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)
111
Total
Institutional Inflows
(last 12 months)
$177.13M
Number of
Institutional Sellers
(last 12 months)
90
Total
Institutional Outflows
(last 12 months)
$71.80M
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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
2/19/2025 Richmond Investment Services LLC2,048$304K0.2%N/A0.020%
2/17/2025 Waverly Advisors LLC3,361$499K0.0%N/A0.033%
2/17/2025 EP Wealth Advisors LLC693$103K0.0%N/A0.007%
2/17/2025 CoreCap Advisors LLC15,149$2.25M0.1%-1.5%0.151%
2/17/2025 Cresset Asset Management LLC3,358$499K0.0%N/A0.033%
2/17/2025 Cetera Investment Advisers68,529$10.18M0.0%+4.1%0.681%
2/17/2025 Captrust Financial Advisors7,190$1.07M0.0%+6.9%0.071%
2/17/2025 Citadel Advisors LLC3,729$554K0.0%-54.0%0.037%
2/17/2025 Baird Financial Group Inc.13,637$2.03M0.0%-18.8%0.136%
2/17/2025 Benjamin Edwards Inc.7,838$1.17M0.0%-5.9%0.078%
2/17/2025 Ameriprise Financial Inc.83,105$12.34M0.0%-4.7%0.826%
2/14/2025 Jane Street Group LLC10,903$1.62M0.0%-75.6%0.108%
2/14/2025 Comerica Bank5,234$778K0.0%-3.4%0.052%
2/14/2025 Northern Trust Corp4,265$634K0.0%-3.6%0.042%
2/14/2025 Three Seasons Wealth LLC10,271$1.53M0.7%N/A0.102%
2/14/2025 Coppell Advisory Solutions LLC10,130$1.51M0.2%+57.2%0.101%
2/14/2025 IHT Wealth Management LLC32,617$4.85M0.2%-0.7%0.324%
2/14/2025 Stifel Financial Corp73,987$10.99M0.0%+3.1%0.735%
2/14/2025 Transce3nd LLC4,698$704K0.2%N/A0.047%
2/13/2025 NewEdge Advisors LLC82,266$12.22M0.1%-9.5%0.818%
2/13/2025 Mariner LLC5,288$786K0.0%+37.5%0.053%
2/13/2025 Rockefeller Capital Management L.P.25,300$3.76M0.0%-1.3%0.251%
2/13/2025 Advisory Services Network LLC1,688$251K0.0%-31.2%0.017%
2/13/2025 Rathbones Group PLC1,436$213K0.0%N/A0.014%
2/13/2025 Envestnet Asset Management Inc.84,653$12.58M0.0%-5.7%0.841%
2/13/2025 Wedbush Securities Inc.5,381$799K0.0%-2.3%0.053%
2/13/2025 Wells Fargo & Company MN601,889$89.41M0.0%-8.7%5.983%
2/12/2025 Private Portfolio Partners LLC5,309$789K0.1%-1.4%0.053%
2/12/2025 Kesler Norman & Wride LLC6,270$931K0.2%-3.3%0.062%
2/12/2025 Summit Financial LLC7,592$1.13M0.0%+15.6%0.075%
2/12/2025 Physician Wealth Advisors Inc.729$108K0.0%N/A0.007%
2/12/2025 L & S Advisors Inc15,454$2.30M0.3%+1.0%0.154%
2/12/2025 Brown Brothers Harriman & Co.1,160$172K0.0%+16.0%0.012%
2/12/2025 Level Four Advisory Services LLC4,000$594K0.0%-36.7%0.040%
2/12/2025 JPMorgan Chase & Co.7,181$1.07M0.0%+15.8%0.071%
2/12/2025 Ausdal Financial Partners Inc.3,375$501K0.0%-5.1%0.034%
2/12/2025 Morey & Quinn Wealth Partners LLC4,892$727K0.6%N/A0.049%
2/11/2025 Grantvest Financial Group LLC2,430$361K0.4%N/A0.024%
2/11/2025 LPL Financial LLC492,623$73.18M0.0%+10.2%4.897%
2/11/2025 Lee Danner & Bass Inc.650$97K0.0%N/A0.006%
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2/10/2025 Harbour Investments Inc.3,495$519K0.0%+2.3%0.035%
2/10/2025 Envestnet Portfolio Solutions Inc.4,073$605K0.0%-6.3%0.040%
2/10/2025 Commonwealth Equity Services LLC135,427$20.12M0.0%-1.2%1.346%
2/10/2025 Avantax Advisory Services Inc.28,589$4.25M0.0%-0.9%0.284%
2/10/2025 Truvestments Capital LLC2,746$408K0.1%-11.0%0.027%
2/7/2025 Independent Advisor Alliance78,957$11.73M0.2%N/A0.785%
2/7/2025 Paragon Private Wealth Management LLC14,863$2.21M1.0%+4.0%0.148%
2/7/2025 Schrum Private Wealth Management LLC22,574$3.35M2.8%-45.0%0.224%
2/6/2025 Vestmark Advisory Solutions Inc.135,178$20.08M0.7%+1.0%1.344%
2/6/2025 Raymond James Financial Inc.443,106$65.82M0.0%N/A4.405%
2/6/2025 Atria Investments Inc4,956$736K0.0%+17.0%0.049%
2/6/2025 Steward Partners Investment Advisory LLC2,670$397K0.0%-11.5%0.027%
2/6/2025 Jones Financial Companies Lllp6,842$1.02M0.0%+52.6%0.068%
2/5/2025 SRS Capital Advisors Inc.9,911$1.47M0.1%-4.7%0.099%
2/5/2025 US Bancorp DE19,601$2.91M0.0%+0.8%0.195%
2/5/2025 Fisher Asset Management LLC1,520$226K0.0%N/A0.015%
2/5/2025 Brueske Advisory Services LLC15,106$2.24M2.0%N/A0.150%
2/5/2025 Convergence Financial LLC1,621$241K0.0%-51.1%0.016%
2/4/2025 IFP Advisors Inc9,097$1.35M0.0%-2.5%0.090%
2/4/2025 Abound Financial LLC1,554$231K0.1%N/A0.015%
2/3/2025 Navellier & Associates Inc.22,446$3.33M0.4%N/A0.223%
2/3/2025 Concurrent Investment Advisors LLC19,139$2.84M0.1%-1.3%0.190%
2/3/2025 Private Advisor Group LLC12,090$1.80M0.0%-12.3%0.120%
1/31/2025 Global Retirement Partners LLC2,394$356K0.0%-4.0%0.024%
1/31/2025 Proactive Wealth Strategies LLC16,690$2.48M1.3%-1.5%0.166%
1/31/2025 Atria Wealth Solutions Inc.4,033$599K0.0%-28.8%0.040%
1/31/2025 D.A. Davidson & CO.43,972$6.53M0.1%-1.2%0.437%
1/31/2025 Truist Financial Corp101,585$15.09M0.0%-3.3%1.010%
1/30/2025 Strategic Financial Concepts LLC34,524$5.13M0.2%N/A0.343%
1/30/2025 Tanglewood Legacy Advisors LLC661$98K0.0%N/A0.007%
1/30/2025 Blue Trust Inc.1,332$198K0.0%+85.3%0.013%
1/29/2025 MTM Investment Management LLC14,971$2.22M0.9%-1.8%0.149%
1/29/2025 Capital Wealth Alliance LLC5,210$774K0.4%+52.6%0.052%
1/29/2025 Sovran Advisors LLC1,420$212K0.0%N/A0.014%
1/29/2025 Focus Financial Network Inc.7,547$1.12M0.0%N/A0.075%
1/29/2025 Elser Financial Planning Inc7,087$1.05M0.1%N/A0.070%
1/28/2025 Kestra Private Wealth Services LLC33,570$4.99M0.1%-13.4%0.334%
1/28/2025 Stephens Inc. AR16,372$2.43M0.0%+0.7%0.163%
1/28/2025 Apollon Wealth Management LLC7,362$1.09M0.0%+3.4%0.073%
1/28/2025 TFG Advisers LLC9,307$1.38M0.5%+2.8%0.093%
1/28/2025 Socha Financial Group LLC27,305$4.06M1.9%-25.1%0.271%
1/28/2025 Strategic Financial Concepts LLC34,524$5.13M0.0%N/A0.343%
1/27/2025 Onyx Bridge Wealth Group LLC1,429$212K0.0%N/A0.014%
1/27/2025 Stratos Wealth Partners LTD.6,876$1.02M0.0%-21.1%0.068%
1/27/2025 Sargent Investment Group LLC2,795$413K0.1%+4.5%0.028%
1/24/2025 HFG Advisors Inc.2,036$302K0.3%-4.9%0.020%
1/24/2025 Spire Wealth Management20,803$3.09M0.1%-4.5%0.207%
1/24/2025 Clear Creek Financial Management LLC8,640$1.28M0.1%-4.1%0.086%
1/23/2025 RVW Wealth LLC198,216$29.45M2.7%-1.3%1.970%
1/23/2025 Strategic Blueprint LLC34,372$5.11M0.3%+4.1%0.342%
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1/23/2025 Gateway Wealth Partners LLC4,427$658K0.2%+3.0%0.044%
1/22/2025 Genesee Capital Advisors LLC112,829$16.76M7.8%+0.2%1.122%
1/22/2025 Nilsine Partners LLC3,538$526K0.1%+50.4%0.035%
1/22/2025 Blue Trust Inc.1,444$200K0.0%+100.8%0.014%
1/21/2025 Geneos Wealth Management Inc.547$81K0.0%-14.5%0.005%
1/21/2025 RFG Advisory LLC6,373$947K0.0%+14.0%0.063%
1/17/2025 Janney Montgomery Scott LLC109,805$16.31M0.0%-1.6%1.092%
1/15/2025 Choice Wealth Advisors LLC56,791$8.44M4.3%-6.1%0.565%
1/15/2025 TruWealth Advisors LLC5,562$826K0.0%-1.6%0.055%
1/14/2025 Clarus Wealth Advisors7,116$1.05M0.5%-1.6%0.071%
(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, 212 institutional investors and hedge funds held shares of First Trust Technology AlphaDEX Fund. The most heavily invested institutionals were Arete Wealth Advisors LLC ($15.66B), Wells Fargo & Company MN ($89.41M), LPL Financial LLC ($73.18M), Raymond James Financial Inc. ($65.82M), Raymond James & Associates ($38.20M), RVW Wealth LLC ($29.45M), and UBS Group AG ($23.57M).Learn more on FXL's institutional investors.

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

Of the 163 institutional investors that purchased First Trust Technology AlphaDEX Fund 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), RVW Wealth LLC ($137.29K), Raymond James & Associates ($127.51K), J Arnold Wealth Management Co ($112.57K), Vestmark Advisory Solutions Inc. ($105.52K), and Strategic Financial Concepts LLC ($95.53K).

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

Institutional investors have bought a total of 3,134,853 shares in the last 24 months. This purchase volume represents approximately $405.44M in transactions.

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

Of the 126 institutional investors that sold First Trust Technology AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($88.04K), Osaic Holdings Inc. ($73.15K), Truist Financial Corp ($64.69K), Envestnet Asset Management Inc. ($60.16K), Wells Fargo & Company MN ($58.79K), Cambridge Investment Research Advisors Inc. ($56.98K), and Valley Wealth Managers Inc. ($47.94K).

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

Institutional investors have sold a total of 1,119,167 shares in the last 24 months. This volume of shares sold represents approximately $141.55M in transactions.


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This page (NYSEARCA:FXL) was last updated on 2/22/2025 by MarketBeat.com Staff
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