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First Trust Technology AlphaDEX Fund (FXL) Institutional Ownership

First Trust Technology AlphaDEX Fund logo
$158.03 -2.06 (-1.29%)
Closing price 08/5/2025 04:10 PM Eastern
Extended Trading
$158.33 +0.30 (+0.19%)
As of 04:00 AM 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)
131
Total
Institutional Inflows
(last 12 months)
$184.03M
Number of
Institutional Sellers
(last 12 months)
111
Total
Institutional Outflows
(last 12 months)
$120.81M
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FXL Institutional Buying and Selling by Quarter

First Trust Technology AlphaDEX Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/5/2025Kesler Norman & Wride LLC6,022$948K0.2%-2.1%0.070%
8/4/2025 IFG Advisory LLC3,133$493K0.0%-2.0%0.037%
8/4/2025 Impact Partnership Wealth LLC1,399$220K0.0%N/A0.016%
8/4/2025 Assetmark Inc.561$88K0.0%+252.8%0.007%
8/4/2025 Spire Wealth Management626$99K0.0%-97.0%0.007%
8/4/2025 Arkadios Wealth Advisors9,937$1.56M0.0%+5.7%0.116%
8/4/2025 World Investment Advisors1,386$218K0.0%N/A0.016%
8/4/2025 Daymark Wealth Partners LLC1,288$203K0.0%N/A0.015%
8/4/2025 Wealth Management Associates Inc.1,468$231K0.1%N/A0.017%
8/1/2025 Biltmore Family Office LLC438$69K0.0%N/A0.005%
8/1/2025 Wealth Watch Advisors INC15,724$2.47M1.4%-7.8%0.184%
8/1/2025 Ashton Thomas Private Wealth LLC7,132$1.12M0.0%-1.7%0.083%
8/1/2025 Envestnet Asset Management Inc.97,898$15.41M0.0%+6.7%1.144%
7/30/2025 Strategic Blueprint LLC36,654$5.77M0.3%-0.9%0.428%
7/30/2025 Capital Wealth Alliance LLC1,912$301K0.2%-6.8%0.022%
7/30/2025 Retirement Planning Group LLC7,557$1.19M0.1%+141.4%0.088%
7/30/2025 D.A. Davidson & CO.42,714$6.72M0.0%-0.6%0.499%
7/29/2025 Socha Financial Group LLC16,392$2.58M1.1%-12.0%0.192%
7/29/2025 Chicago Partners Investment Group LLC27,526$4.41M0.1%-2.5%0.322%
7/29/2025 Dale Q Rice Investment Management Ltd3,078$483K0.4%-50.4%0.036%
7/29/2025 Stratos Wealth Partners LTD.6,554$1.03M0.0%-1.9%0.077%
7/29/2025 Harbor Asset Planning Inc.506$80K0.1%N/A0.006%
7/28/2025 Triton Wealth Management PLLC32,750$5.24M2.2%N/A0.383%
7/28/2025 Harbour Investments Inc.3,234$509K0.0%-4.1%0.038%
7/28/2025 Cypress Wealth Services LLC1,456$229K0.0%N/A0.017%
7/28/2025 RFG Advisory LLC6,986$1.10M0.0%-1.5%0.082%
7/25/2025 Atria Wealth Solutions Inc.4,013$631K0.0%+23.0%0.047%
7/25/2025 Envestnet Portfolio Solutions Inc.2,253$355K0.0%-37.3%0.026%
7/25/2025 Genesee Capital Advisors LLC108,328$17.05M7.6%+0.7%1.266%
7/25/2025 CWM LLC7,138$1.12M0.0%-3.2%0.083%
7/25/2025 Concurrent Investment Advisors LLC4,157$654K0.0%-48.1%0.049%
7/25/2025 Apollon Financial LLC1,411$222K0.0%N/A0.016%
7/25/2025 Apollon Wealth Management LLC6,826$1.07M0.0%-3.4%0.080%
7/24/2025 Trust Co. of Toledo NA OH526$83K0.0%N/A0.006%
7/24/2025 WMG Financial Advisors LLC5,105$803K0.3%-1.8%0.060%
7/24/2025 IFP Advisors Inc8,697$1.37M0.0%-1.7%0.102%
7/24/2025 US Bancorp DE20,630$3.25M0.0%+1.5%0.241%
7/23/2025 Clear Creek Financial Management LLC7,624$1.20M0.1%-8.6%0.089%
7/23/2025 REAP Financial Group LLC2,005$315K0.1%-39.1%0.023%
7/23/2025 RMG Wealth Management LLC760$121K0.0%N/A0.009%
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7/23/2025 Prime Capital Investment Advisors LLC3,183$501K0.0%-16.7%0.037%
7/21/2025 Ameriflex Group Inc.168$26K0.0%-88.4%0.002%
7/21/2025 Creative Capital Management Investments LLC186$29K0.0%N/A0.002%
7/21/2025 Ameritas Advisory Services LLC607$96K0.0%N/A0.007%
7/21/2025 Crews Bank & Trust692$109K0.0%N/A0.008%
7/18/2025 Pure Financial Advisors LLC1,352$213K0.0%N/A0.016%
7/18/2025 Trust Co. of Vermont205$32K0.0%N/A0.002%
7/18/2025 Brueske Advisory Services LLC14,653$2.31M1.6%-2.8%0.170%
7/18/2025 Truist Financial Corp105,740$16.64M0.0%+3.6%1.229%
7/17/2025 Janney Montgomery Scott LLC87,280$13.73M0.0%-5.2%1.008%
7/17/2025 Elser Financial Planning Inc6,786$1.06M0.1%N/A0.078%
7/17/2025 Worth Financial Advisory Group LLC2,619$412K0.3%-3.7%0.030%
7/16/2025 CX Institutional1,129$178K0.0%-97.5%0.013%
7/15/2025 RVW Wealth LLC68,521$10.78M0.9%-12.8%0.792%
7/15/2025 LVZ Inc.1,337$210K0.0%N/A0.015%
7/14/2025 ABLE Financial Group LLC1,336$210K0.1%N/A0.015%
7/14/2025 Park Avenue Securities LLC1,535$242K0.0%-16.0%0.018%
7/11/2025 Farther Finance Advisors LLC12,988$2.04M0.0%+1.2%0.150%
7/11/2025 CX Institutional1,129$178K0.0%-97.5%0.013%
7/10/2025 Three Seasons Wealth LLC9,278$1.46M0.2%-7.0%0.107%
7/10/2025 Wealth Enhancement Advisory Services LLC3,388$542K0.0%+12.9%0.039%
7/10/2025 Focus Financial Network Inc.6,979$1.10M0.0%+11.1%0.081%
7/10/2025 Sovran Advisors LLC1,378$220K0.0%N/A0.016%
7/8/2025 Choice Wealth Advisors LLC57,112$8.99M4.1%-1.2%0.660%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.8,950$1.41M0.2%-6.5%0.103%
6/27/2025Goldman Sachs Group Inc.21,410$2.83M0.0%-37.5%0.246%
5/29/2025 Nova Wealth Management Inc.511$68K0.1%-43.0%0.006%
5/21/2025Geneos Wealth Management Inc.630$83K0.0%+15.2%0.007%
5/20/2025Flaharty Asset Management LLC850$112K0.0%N/A0.010%
5/20/2025 Integrity Alliance LLC.3,021$400K0.0%N/A0.034%
5/19/2025Jane Street Group LLC13,123$1.74M0.0%+20.4%0.149%
5/16/2025Coppell Advisory Solutions LLC4,273$584K0.0%-57.8%0.049%
5/16/2025 Ashton Thomas Private Wealth LLC7,257$960K0.0%-1.6%0.082%
5/16/2025Goldman Sachs Group Inc.21,410$2.83M0.0%-37.5%0.243%
5/16/2025Jones Financial Companies Lllp45,533$6.02M0.0%+565.5%0.517%
5/16/2025NewEdge Advisors LLC23,843$3.15M0.0%-71.0%0.271%
5/15/2025Paragon Private Wealth Management LLC11,940$1.58M0.7%-19.7%0.136%
5/15/2025Royal Bank of Canada67,603$8.94M0.0%+7.8%0.767%
5/15/2025Betterment LLC2,639$349K0.0%N/A0.030%
5/15/2025Alamea Verwaltungs GmbH3,410$451K0.4%N/A0.039%
5/15/2025MAI Capital Management77,914$10.30M0.1%-0.5%0.884%
5/15/2025Baird Financial Group Inc.8,299$1.10M0.0%-39.1%0.094%
5/14/2025Truvestments Capital LLC2,966$392K0.1%+8.0%0.034%
5/14/2025Comerica Bank5,105$675K0.0%-2.5%0.058%
5/14/2025RPg Family Wealth Advisory LLC4,685$620K0.2%N/A0.053%
5/14/2025Northwestern Mutual Wealth Management Co.7,688$1.02M0.0%-3.4%0.087%
5/14/2025Kestra Advisory Services LLC20,422$2.70M0.0%+2.8%0.232%
5/14/2025 Capital Wealth Alliance LLC2,051$271K0.2%-60.6%0.023%
5/14/2025Summit Financial LLC1,673$221K0.0%-78.0%0.019%
5/14/2025 Venture Visionary Partners LLC3,250$430K0.0%-50.0%0.037%
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5/13/2025Tyler Stone Wealth Management4,570$604K0.1%-4.4%0.052%
5/13/2025Raymond James Financial Inc.429,380$56.79M0.0%-3.1%4.874%
5/13/2025Vestmark Advisory Solutions Inc.101,014$13.36M0.3%-25.3%1.147%
5/13/2025Russell Investments Group Ltd.369$49K0.0%-35.3%0.004%
5/9/2025 Chicago Partners Investment Group LLC28,243$3.94M0.1%+1,216.7%0.321%
5/9/2025 Three Seasons Wealth LLC9,974$1.32M0.7%-2.9%0.113%
5/9/2025 Atria Wealth Solutions Inc.3,263$432K0.0%-19.1%0.037%
5/9/2025Commonwealth Equity Services LLC134,676$17.81M0.0%-0.6%1.529%
5/9/2025L & S Advisors Inc13,623$1.80M0.2%-11.8%0.155%
5/9/2025PNC Financial Services Group Inc.5,540$733K0.0%-2.2%0.063%
(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, 228 institutional investors and hedge funds held shares of First Trust Technology AlphaDEX Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($89.41M), LPL Financial LLC ($65.59M), Raymond James Financial Inc. ($56.79M), Raymond James & Associates ($38.20M), UBS Group AG ($23.57M), Raymond James Financial Services Advisors Inc. ($23.10M), and Commonwealth Equity Services LLC ($17.81M).Learn more on First Trust Technology AlphaDEX Fund's institutional investors.

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

Of the 175 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: International Assets Investment Management LLC ($669.15K), Raymond James Financial Inc. ($443.11K), Raymond James & Associates ($127.51K), J Arnold Wealth Management Co ($112.57K), Strategic Financial Concepts LLC ($95.53K), Vestmark Advisory Solutions Inc. ($88.65K), and Imprint Wealth LLC ($79.79K).

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

Institutional investors have bought a total of 1,270,846 shares in the last 24 months. This purchase volume represents approximately $184.03M in transactions.

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

Of the 111 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: RVW Wealth LLC ($132.38K), CX Institutional ($87.79K), NewEdge Advisors LLC ($67.08K), Envestnet Asset Management Inc. ($60.16K), Wells Fargo & Company MN ($57.54K), Truist Financial Corp ($50.69K), and Vestmark Advisory Solutions Inc. ($34.16K).

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

Institutional investors have sold a total of 857,090 shares in the last 24 months. This volume of shares sold represents approximately $120.81M in transactions.



This page (NYSEARCA:FXL) was last updated on 8/6/2025 by MarketBeat.com Staff
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