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First Trust Technology AlphaDEX Fund (FXL) Institutional Ownership

First Trust Technology AlphaDEX Fund logo
$153.60 +1.28 (+0.84%)
As of 01/17/2025 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)
95
Total
Institutional Inflows
(last 12 months)
$175.17M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$66.12M
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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
1/17/2025Janney 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%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.8,867$1.32M0.3%+24.5%0.088%
1/14/2025 Park Avenue Securities LLC1,970$293K0.0%+25.4%0.020%
1/13/2025 Dale Q Rice Investment Management Ltd6,584$978K0.4%N/A0.065%
1/13/2025 Claro Advisors LLC2,162$321K0.0%N/A0.021%
1/8/2025 International Assets Investment Management LLC5,512$821K0.0%N/A0.055%
12/26/2024JPMorgan Chase & Co.6,199$860K0.0%+11.3%0.062%
12/13/2024B. Riley Wealth Advisors Inc.5,836$808K0.0%-21.9%0.058%
12/12/2024Brass Tax Wealth Management Inc.31,886$4.42M1.7%-1.1%0.317%
11/25/2024World Investment Advisors LLC3,460$480K0.0%N/A0.034%
11/25/2024Sanctuary Advisors LLC4,727$728K0.0%+62.6%0.047%
11/18/2024Virtue Capital Management LLC45,805$6.35M1.3%-7.1%0.455%
11/15/2024MML Investors Services LLC5,671$786K0.0%+23.3%0.056%
11/15/2024Jane Street Group LLC44,728$6.20M0.0%+98.9%0.445%
11/15/2024Stifel Financial Corp71,767$9.95M0.0%-26.0%0.713%
11/15/2024IHT Wealth Management LLC32,854$4.72M0.1%-4.5%0.327%
11/15/2024HighTower Advisors LLC11,764$1.64M0.0%-13.6%0.117%
11/15/2024Benjamin Edwards Inc.8,333$1.16M0.0%+1,739.5%0.083%
11/14/2024Plotkin Financial Advisors LLC11,118$1.54M0.9%N/A0.111%
11/14/2024Rockefeller Capital Management L.P.25,630$3.55M0.0%-0.3%0.255%
11/14/2024RPg Family Wealth Advisory LLC2,794$387K0.1%-18.0%0.028%
11/13/2024Townsquare Capital LLC1,751$243K0.0%-5.4%0.017%
11/13/2024FMR LLC2,932$407K0.0%+45.7%0.029%
11/13/2024D.A. Davidson & CO.44,512$6.17M0.1%-0.5%0.442%
11/13/2024Truvestments Capital LLC3,086$428K0.1%N/A0.031%
11/12/2024L & S Advisors Inc15,296$2.12M0.2%-6.3%0.152%
11/8/2024MTM Investment Management LLC15,246$2.13M0.8%-6.6%0.152%
11/8/2024Prospera Financial Services Inc5,735$796K0.0%-3.1%0.057%
11/7/2024MAI Capital Management83,338$11.55M0.1%-21.6%0.828%
11/6/2024Schrum Private Wealth Management LLC41,044$5.69M2.9%+74.3%0.408%
11/5/2024Ashton Thomas Private Wealth LLC7,373$1.02M0.1%-1.2%0.073%
11/5/2024Proactive Wealth Strategies LLC16,945$2.35M1.3%N/A0.168%
11/5/2024Harbour Investments Inc.3,418$474K0.0%-30.2%0.034%
11/4/2024Tyler Stone Wealth Management4,780$663K0.1%+98.3%0.048%
11/1/2024Atria Investments Inc4,236$587K0.0%+10.2%0.042%
10/31/2024Advisor Resource Council1,888$262K0.1%N/A0.019%
10/31/2024 Financial Enhancement Group LLC44,016$6.10M1.1%N/A0.438%
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10/31/2024Socha Financial Group LLC36,451$5.05M2.2%+3.5%0.362%
10/31/2024Concurrent Investment Advisors LLC19,398$2.69M0.1%+6.3%0.193%
10/30/2024Capital Wealth Alliance LLC3,414$473K0.3%-24.4%0.034%
10/29/2024Janney Montgomery Scott LLC111,606$15.47M0.0%-1.5%1.109%
10/29/2024Clear Creek Financial Management LLC9,010$1.25M0.1%-1.9%0.090%
10/28/2024US Bancorp DE19,439$2.70M0.0%+2.4%0.193%
10/25/2024Fidelis Capital Partners LLC1,564$219K0.0%N/A0.016%
10/25/2024Strategic Blueprint LLC33,004$4.58M0.3%+16.7%0.328%
10/24/2024 Arkadios Wealth Advisors9,401$1.30M0.1%+4.8%0.093%
10/23/2024Convergence Financial LLC3,318$460K0.1%+15.9%0.033%
10/22/2024TFG Advisers LLC9,056$1.26M0.5%+2.9%0.090%
10/22/2024Private Advisor Group LLC13,778$1.91M0.0%-2.2%0.137%
10/21/2024Venture Visionary Partners LLC3,650$506K0.0%-4.5%0.036%
10/21/2024Genesee Capital Advisors LLC112,639$15.62M7.5%+0.2%1.120%
10/18/2024Raymond James & Associates275,556$38.20M0.0%+0.1%2.739%
10/18/2024Stratos Wealth Advisors LLC2,167$300K0.0%+42.8%0.022%
10/17/2024 TruWealth Advisors LLC5,655$784K0.0%-2.1%0.056%
10/16/2024HFG Advisors Inc.2,141$297K0.3%-18.5%0.021%
10/16/2024Kowal Investment Group LLC50,150$6.95M1.3%-1.5%0.499%
10/16/2024 SeaCrest Wealth Management LLC3,396$471K0.1%+5.9%0.034%
10/11/2024Stablepoint Partners LLC6,670$925K0.2%+10.0%0.066%
10/11/2024 Thurston Springer Miller Herd & Titak Inc.7,124$988K0.3%-3.2%0.071%
10/10/2024Concourse Financial Group Securities Inc.1,345$186K0.0%-6.9%0.013%
10/9/2024 Cypress Wealth Services LLC1,456$202K0.0%N/A0.014%
10/9/2024 Clarus Wealth Advisors7,232$1.00M0.5%+1.3%0.072%
10/8/2024CWM LLC7,193$997K0.0%-12.2%0.072%
10/8/2024Atwood & Palmer Inc.1,000$139K0.0%-7.0%0.010%
10/7/2024 SignalPoint Asset Management LLC12,937$1.79M0.4%-2.4%0.129%
10/7/2024 Choice Wealth Advisors LLC60,484$8.39M4.2%+3.0%0.601%
10/5/2024Triton Wealth Management PLLC34,478$4.70M2.7%+2.9%0.343%
10/3/2024 Park Avenue Securities LLC1,571$218K0.0%-32.1%0.016%
9/5/2024Sanctuary Advisors LLC2,908$376K0.0%N/A0.029%
8/22/2024Cetera Investment Advisers65,093$8.87M0.0%-2.2%0.647%
8/21/2024Truist Financial Corp103,675$14.13M0.0%-31.3%1.031%
8/19/2024B. Riley Wealth Advisors Inc.7,474$1.02M0.0%-15.5%0.074%
8/16/2024Gateway Wealth Partners LLC4,337$591K0.2%-2.5%0.043%
8/16/2024Northwestern Mutual Wealth Management Co.8,783$1.20M0.0%-3.0%0.087%
8/16/2024NewEdge Advisors LLC85,898$11.70M0.1%+27.4%0.854%
8/16/2024Creative Planning7,681$1.05M0.0%+3.5%0.076%
8/15/2024Daymark Wealth Partners LLC1,785$243K0.0%N/A0.018%
8/13/2024Kowal Investment Group LLC50,897$6.94M1.4%-3.0%0.506%
8/13/2024AE Wealth Management LLC4,217$575K0.0%+6.8%0.042%
8/13/2024Benjamin F. Edwards & Company Inc.7,770$1.06M0.0%+2.6%0.077%
8/12/2024RPg Family Wealth Advisory LLC3,408$464K0.2%+24.0%0.034%
8/10/2024L & S Advisors Inc16,316$2.22M0.3%+1.2%0.162%
8/8/2024Envestnet Asset Management Inc.110,372$15.04M0.0%-33.3%1.097%
8/8/2024CoreCap Advisors LLC15,779$2.15M0.2%N/A0.157%
8/8/2024Zions Bancorporation N.A.900$123K0.0%N/A0.009%
8/8/2024Valley Wealth Managers Inc.21,897$2.98M0.2%-3.9%0.218%
8/8/2024LPL Financial LLC456,164$62.16M0.0%+7.0%4.534%
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8/7/2024Wedbush Securities Inc.5,640$768K0.0%-4.6%0.056%
8/6/2024Ausdal Financial Partners Inc.9,271$1.26M0.1%-11.2%0.092%
8/6/2024Strategic Financial Concepts LLC26,482$36K0.0%N/A0.263%
8/2/2024Stablepoint Partners LLC6,062$814K0.1%+56.0%0.060%
8/1/2024TIAA Trust National Association1,536$209K0.0%N/A0.015%
8/1/2024D.A. Davidson & CO.44,718$6.09M0.1%-3.1%0.445%
8/1/2024Summit Financial LLC3,942$537K0.0%+38.7%0.039%
7/31/2024Commonwealth Equity Services LLC135,435$18.45M0.0%+1.7%1.346%
7/31/2024IFG Advisory LLC4,377$596K0.0%N/A0.044%
7/31/2024Concurrent Investment Advisors LLC18,250$2.49M0.1%+7.0%0.181%
(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, 199 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 ($87.93M), LPL Financial LLC ($62.16M), Raymond James & Associates ($38.20M), RVW Wealth LLC ($26.51M), UBS Group AG ($23.57M), and Raymond James Financial Services Advisors Inc. ($23.10M).Learn more on FXL's institutional investors.

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

Of the 147 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 ($677.25K), RVW Wealth LLC ($137.29K), Raymond James & Associates ($127.51K), Vestmark Advisory Solutions Inc. ($119.42K), J Arnold Wealth Management Co ($112.57K), Financial Enhancement Group LLC ($88.03K), and Cambridge Investment Research Advisors Inc. ($85.55K).

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

Institutional investors have bought a total of 2,576,875 shares in the last 24 months. This purchase volume represents approximately $311.28M in transactions.

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

Of the 114 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 ($128.62K), J Arnold Wealth Management Co ($95.44K), Osaic Holdings Inc. ($73.15K), Wells Fargo & Company MN ($71.13K), Janney Montgomery Scott LLC ($61.79K), Truist Financial Corp ($61.19K), and LPL Financial LLC ($61.06K).

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

Institutional investors have sold a total of 1,278,577 shares in the last 24 months. This volume of shares sold represents approximately $146.20M in transactions.


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This page (NYSEARCA:FXL) was last updated on 1/18/2025 by MarketBeat.com Staff
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