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First Trust Technology AlphaDEX Fund (FXL) Institutional Ownership

First Trust Technology AlphaDEX Fund logo
$127.56 +0.88 (+0.69%)
Closing price 04/15/2025 04:10 PM Eastern
Extended Trading
$127.24 -0.33 (-0.25%)
As of 04/15/2025 05:47 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 Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for First Trust Technology AlphaDEX Fund (NYSEARCA:FXL)

Number of
Institutional Buyers
(last 12 months)
117
Total
Institutional Inflows
(last 12 months)
$185.43M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$72.61M
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FXL Institutional Buying and Selling by Quarter

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First Trust Technology AlphaDEX Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Focus Financial Network Inc.6,280$831K0.0%-16.8%0.070%
4/15/2025CX Institutional45,023$5.95M0.2%N/A0.505%
4/14/2025 Farther Finance Advisors LLC12,840$1.71M0.0%N/A0.144%
4/14/2025 Park Avenue Securities LLC1,827$242K0.0%-7.3%0.021%
4/11/2025 Stablepoint Partners LLC5,642$746K0.1%-16.2%0.063%
4/11/2025 Choice Wealth Advisors LLC57,792$7.64M4.0%+1.8%0.649%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.9,576$1.27M0.2%+8.0%0.107%
4/10/2025 TrueWealth Advisors LLC3,035$401K0.1%+7.2%0.034%
4/10/2025 Clarus Wealth Advisors3,332$434K0.2%-53.2%0.037%
4/9/2025 RFG Advisory LLC7,089$938K0.0%+11.2%0.080%
4/9/2025 NBC Securities Inc.279$36K0.0%N/A0.003%
3/24/2025Mascagni Wealth Management Inc.344$51K0.0%N/A0.004%
3/18/2025Triton Wealth Management PLLC34,106$5.04M2.6%-1.1%0.370%
3/17/2025Wealth Enhancement Advisory Services LLC4,388$652K0.0%N/A0.048%
2/27/2025ABLE Financial Group LLC1,389$206K0.1%N/A0.014%
2/26/2025Virtue Capital Management LLC46,032$6.84M1.4%+0.5%0.458%
2/25/2025B. Riley Wealth Advisors Inc.4,594$682K0.0%-21.3%0.046%
2/25/2025Armis Advisers LLC4,829$717K0.1%N/A0.048%
2/24/2025Ameriflex Group Inc.2,553$401K0.2%N/A0.025%
2/19/2025Richmond Investment Services LLC2,048$304K0.2%N/A0.020%
2/17/2025Waverly Advisors LLC3,361$499K0.0%N/A0.033%
2/17/2025EP Wealth Advisors LLC693$103K0.0%N/A0.007%
2/17/2025CoreCap Advisors LLC15,149$2.25M0.1%-1.5%0.151%
2/17/2025Cresset Asset Management LLC3,358$499K0.0%N/A0.033%
2/17/2025Cetera Investment Advisers68,529$10.18M0.0%+4.1%0.681%
2/17/2025Captrust Financial Advisors7,190$1.07M0.0%+6.9%0.071%
2/17/2025Citadel Advisors LLC3,729$554K0.0%-54.0%0.037%
2/17/2025Baird Financial Group Inc.13,637$2.03M0.0%-18.8%0.136%
2/17/2025Benjamin Edwards Inc.7,838$1.17M0.0%-5.9%0.078%
2/17/2025Ameriprise Financial Inc.83,105$12.34M0.0%-4.7%0.826%
2/14/2025Jane Street Group LLC10,903$1.62M0.0%-75.6%0.108%
2/14/2025Comerica Bank5,234$778K0.0%-3.4%0.052%
2/14/2025Northern Trust Corp4,265$634K0.0%-3.6%0.042%
2/14/2025Three Seasons Wealth LLC10,271$1.53M0.7%N/A0.102%
2/14/2025Coppell Advisory Solutions LLC10,130$1.51M0.2%+57.2%0.101%
2/14/2025IHT Wealth Management LLC32,617$4.85M0.2%-0.7%0.324%
2/14/2025Stifel Financial Corp73,987$10.99M0.0%+3.1%0.735%
2/14/2025Transce3nd LLC4,698$704K0.2%N/A0.047%
2/13/2025NewEdge Advisors LLC82,266$12.22M0.1%-9.5%0.818%
2/13/2025Mariner LLC5,288$786K0.0%+37.5%0.053%
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2/13/2025Rockefeller Capital Management L.P.25,300$3.76M0.0%-1.3%0.251%
2/13/2025Advisory Services Network LLC1,688$251K0.0%-31.2%0.017%
2/13/2025Rathbones Group PLC1,436$213K0.0%N/A0.014%
2/13/2025Envestnet Asset Management Inc.84,653$12.58M0.0%-5.7%0.841%
2/13/2025Wedbush Securities Inc.5,381$799K0.0%-2.3%0.053%
2/13/2025Wells Fargo & Company MN601,889$89.41M0.0%-8.7%5.983%
2/12/2025Private Portfolio Partners LLC5,309$789K0.1%-1.4%0.053%
2/12/2025Kesler Norman & Wride LLC6,270$931K0.2%-3.3%0.062%
2/12/2025Summit Financial LLC7,592$1.13M0.0%+15.6%0.075%
2/12/2025Physician Wealth Advisors Inc.729$108K0.0%N/A0.007%
2/12/2025L & S Advisors Inc15,454$2.30M0.3%+1.0%0.154%
2/12/2025Brown Brothers Harriman & Co.1,160$172K0.0%+16.0%0.012%
2/12/2025Level Four Advisory Services LLC4,000$594K0.0%-36.7%0.040%
2/12/2025JPMorgan Chase & Co.7,181$1.07M0.0%+15.8%0.071%
2/12/2025Ausdal Financial Partners Inc.3,375$501K0.0%-5.1%0.034%
2/12/2025Morey & Quinn Wealth Partners LLC4,892$727K0.6%N/A0.049%
2/11/2025Grantvest Financial Group LLC2,430$361K0.4%N/A0.024%
2/11/2025LPL Financial LLC492,623$73.18M0.0%+10.2%4.897%
2/11/2025Lee Danner & Bass Inc.650$97K0.0%N/A0.006%
2/10/2025Harbour Investments Inc.3,495$519K0.0%+2.3%0.035%
2/10/2025Envestnet Portfolio Solutions Inc.4,073$605K0.0%-6.3%0.040%
2/10/2025Commonwealth Equity Services LLC135,427$20.12M0.0%-1.2%1.346%
2/10/2025Avantax Advisory Services Inc.28,589$4.25M0.0%-0.9%0.284%
2/10/2025Truvestments Capital LLC2,746$408K0.1%-11.0%0.027%
2/7/2025Independent Advisor Alliance78,957$11.73M0.2%N/A0.785%
2/7/2025Paragon Private Wealth Management LLC14,863$2.21M1.0%+4.0%0.148%
2/7/2025Schrum Private Wealth Management LLC22,574$3.35M2.8%-45.0%0.224%
2/6/2025Vestmark Advisory Solutions Inc.135,178$20.08M0.7%+1.0%1.344%
2/6/2025Raymond James Financial Inc.443,106$65.82M0.0%N/A4.405%
2/6/2025Atria Investments Inc4,956$736K0.0%+17.0%0.049%
2/6/2025Steward Partners Investment Advisory LLC2,670$397K0.0%-11.5%0.027%
2/6/2025Jones Financial Companies Lllp6,842$1.02M0.0%+52.6%0.068%
2/5/2025SRS Capital Advisors Inc.9,911$1.47M0.1%-4.7%0.099%
2/5/2025US Bancorp DE19,601$2.91M0.0%+0.8%0.195%
2/5/2025Fisher Asset Management LLC1,520$226K0.0%N/A0.015%
2/5/2025Brueske Advisory Services LLC15,106$2.24M2.0%N/A0.150%
2/5/2025Convergence Financial LLC1,621$241K0.0%-51.1%0.016%
2/4/2025IFP Advisors Inc9,097$1.35M0.0%-2.5%0.090%
2/4/2025Abound Financial LLC1,554$231K0.1%N/A0.015%
2/3/2025Navellier & Associates Inc.22,446$3.33M0.4%N/A0.223%
2/3/2025Concurrent Investment Advisors LLC19,139$2.84M0.1%-1.3%0.190%
2/3/2025Private Advisor Group LLC12,090$1.80M0.0%-12.3%0.120%
1/31/2025Global Retirement Partners LLC2,394$356K0.0%-4.0%0.024%
1/31/2025Proactive Wealth Strategies LLC16,690$2.48M1.3%-1.5%0.166%
1/31/2025Atria Wealth Solutions Inc.4,033$599K0.0%-28.8%0.040%
1/31/2025D.A. Davidson & CO.43,972$6.53M0.1%-1.2%0.437%
1/31/2025Truist Financial Corp101,585$15.09M0.0%-3.3%1.010%
1/30/2025Strategic Financial Concepts LLC34,524$5.13M0.2%N/A0.343%
1/30/2025Tanglewood Legacy Advisors LLC661$98K0.0%N/A0.007%
1/30/2025Blue Trust Inc.1,332$198K0.0%+85.3%0.013%
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1/29/2025MTM Investment Management LLC14,971$2.22M0.9%-1.8%0.149%
1/29/2025Capital Wealth Alliance LLC5,210$774K0.4%+52.6%0.052%
1/29/2025Sovran Advisors LLC1,420$212K0.0%N/A0.014%
1/29/2025Focus Financial Network Inc.7,547$1.12M0.0%N/A0.075%
1/29/2025Elser Financial Planning Inc7,087$1.05M0.1%N/A0.070%
1/28/2025Kestra Private Wealth Services LLC33,570$4.99M0.1%-13.4%0.334%
1/28/2025Stephens Inc. AR16,372$2.43M0.0%+0.7%0.163%
1/28/2025Apollon Wealth Management LLC7,362$1.09M0.0%+3.4%0.073%
1/28/2025TFG Advisers LLC9,307$1.38M0.5%+2.8%0.093%
1/28/2025Socha Financial Group LLC27,305$4.06M1.9%-25.1%0.271%
(Data available from 1/1/2016 forward)

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FXL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FXL shares?

During the previous two years, 215 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 166 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), Raymond James & Associates ($127.51K), J Arnold Wealth Management Co ($112.57K), Vestmark Advisory Solutions Inc. ($105.52K), Strategic Financial Concepts LLC ($95.53K), and Financial Enhancement Group LLC ($88.03K).

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

Institutional investors have bought a total of 3,124,562 shares in the last 24 months. This purchase volume represents approximately $406.73M in transactions.

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

Of the 127 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 ($85.49K), 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 1,094,675 shares in the last 24 months. This volume of shares sold represents approximately $139.23M in transactions.



This page (NYSEARCA:FXL) was last updated on 4/16/2025 by MarketBeat.com Staff
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