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First Trust Technology AlphaDEX Fund (FXL) Institutional Ownership

First Trust Technology AlphaDEX Fund logo
$146.18 -2.29 (-1.54%)
(As of 11/15/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
93
Total
Institutional Inflows
(last 12 months)
$185.89M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$65.14M
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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
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%
11/15/2024 Stifel Financial Corp71,767$9.95M0.0%-26.0%0.713%
11/15/2024 IHT Wealth Management LLC32,854$4.72M0.1%-4.5%0.327%
11/15/2024 HighTower Advisors LLC11,764$1.64M0.0%-13.6%0.117%
11/15/2024 Benjamin Edwards Inc.8,333$1.16M0.0%+1,739.5%0.083%
11/14/2024 Plotkin Financial Advisors LLC11,118$1.54M0.9%N/A0.111%
11/14/2024 Rockefeller Capital Management L.P.25,630$3.55M0.0%-0.3%0.255%
11/14/2024 RPg Family Wealth Advisory LLC2,794$387K0.1%-18.0%0.028%
11/13/2024 Townsquare Capital LLC1,751$243K0.0%-5.4%0.017%
11/13/2024 FMR LLC2,932$407K0.0%+45.7%0.029%
11/13/2024 D.A. Davidson & CO.44,512$6.17M0.1%-0.5%0.442%
11/13/2024 Truvestments Capital LLC3,086$428K0.1%N/A0.031%
11/12/2024 L & S Advisors Inc15,296$2.12M0.2%-6.3%0.152%
11/8/2024 MTM Investment Management LLC15,246$2.13M0.8%-6.6%0.152%
11/8/2024 Prospera Financial Services Inc5,735$796K0.0%-3.1%0.057%
11/7/2024 MAI Capital Management83,338$11.55M0.1%-21.6%0.828%
11/6/2024 Schrum Private Wealth Management LLC41,044$5.69M2.9%+74.3%0.408%
11/5/2024 Ashton Thomas Private Wealth LLC7,373$1.02M0.1%-1.2%0.073%
11/5/2024 Proactive Wealth Strategies LLC16,945$2.35M1.3%N/A0.168%
11/5/2024 Harbour Investments Inc.3,418$474K0.0%-30.2%0.034%
11/4/2024 Tyler Stone Wealth Management4,780$663K0.1%+98.3%0.048%
11/1/2024 Atria Investments Inc4,236$587K0.0%+10.2%0.042%
10/31/2024 Advisor Resource Council1,888$262K0.1%N/A0.019%
10/31/2024 Financial Enhancement Group LLC44,016$6.10M1.1%N/A0.438%
10/31/2024 Socha Financial Group LLC36,451$5.05M2.2%+3.5%0.362%
10/31/2024 Concurrent Investment Advisors LLC19,398$2.69M0.1%+6.3%0.193%
10/30/2024 Capital Wealth Alliance LLC3,414$473K0.3%-24.4%0.034%
10/29/2024 Janney Montgomery Scott LLC111,606$15.47M0.0%-1.5%1.109%
10/29/2024 Clear Creek Financial Management LLC9,010$1.25M0.1%-1.9%0.090%
10/28/2024 US Bancorp DE19,439$2.70M0.0%+2.4%0.193%
10/25/2024 Fidelis Capital Partners LLC1,564$219K0.0%N/A0.016%
10/25/2024 Strategic Blueprint LLC33,004$4.58M0.3%+16.7%0.328%
10/24/2024 Arkadios Wealth Advisors9,401$1.30M0.1%+4.8%0.093%
10/23/2024 Convergence Financial LLC3,318$460K0.1%+15.9%0.033%
10/22/2024 TFG Advisers LLC9,056$1.26M0.5%+2.9%0.090%
10/22/2024 Private Advisor Group LLC13,778$1.91M0.0%-2.2%0.137%
10/21/2024 Venture Visionary Partners LLC3,650$506K0.0%-4.5%0.036%
10/21/2024 Genesee Capital Advisors LLC112,639$15.62M7.5%+0.2%1.120%
10/18/2024Raymond James & Associates275,556$38.20M0.0%+0.1%2.739%
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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%
10/16/2024 HFG Advisors Inc.2,141$297K0.3%-18.5%0.021%
10/16/2024 Kowal 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%
10/11/2024 Stablepoint 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%
10/10/2024 Concourse 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%
10/8/2024 CWM LLC7,193$997K0.0%-12.2%0.072%
10/8/2024 Atwood & 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%
10/5/2024 Triton 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%
8/22/2024 Cetera Investment Advisers65,093$8.87M0.0%-2.2%0.647%
8/21/2024 Truist 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%
8/16/2024 Gateway Wealth Partners LLC4,337$591K0.2%-2.5%0.043%
8/16/2024 Northwestern Mutual Wealth Management Co.8,783$1.20M0.0%-3.0%0.087%
8/16/2024 NewEdge Advisors LLC85,898$11.70M0.1%+27.4%0.854%
8/16/2024 Creative Planning7,681$1.05M0.0%+3.5%0.076%
8/15/2024 Daymark Wealth Partners LLC1,785$243K0.0%N/A0.018%
8/13/2024 Kowal Investment Group LLC50,897$6.94M1.4%-3.0%0.506%
8/13/2024 AE 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%
8/12/2024 RPg Family Wealth Advisory LLC3,408$464K0.2%+24.0%0.034%
8/10/2024 L & S Advisors Inc16,316$2.22M0.3%+1.2%0.162%
8/8/2024 Envestnet Asset Management Inc.110,372$15.04M0.0%-33.3%1.097%
8/8/2024 CoreCap Advisors LLC15,779$2.15M0.2%N/A0.157%
8/8/2024 Zions Bancorporation N.A.900$123K0.0%N/A0.009%
8/8/2024 Valley Wealth Managers Inc.21,897$2.98M0.2%-3.9%0.218%
8/8/2024 LPL Financial LLC456,164$62.16M0.0%+7.0%4.534%
8/7/2024 Wedbush Securities Inc.5,640$768K0.0%-4.6%0.056%
8/6/2024 Ausdal Financial Partners Inc.9,271$1.26M0.1%-11.2%0.092%
8/6/2024 Strategic Financial Concepts LLC26,482$36K0.0%N/A0.263%
8/2/2024 Stablepoint Partners LLC6,062$814K0.1%+56.0%0.060%
8/1/2024 TIAA Trust National Association1,536$209K0.0%N/A0.015%
8/1/2024 D.A. Davidson & CO.44,718$6.09M0.1%-3.1%0.445%
8/1/2024 Summit Financial LLC3,942$537K0.0%+38.7%0.039%
7/31/2024Commonwealth Equity Services LLC135,435$18.45M0.0%+1.7%1.346%
7/31/2024 IFG Advisory LLC4,377$596K0.0%N/A0.044%
7/31/2024 Concurrent Investment Advisors LLC18,250$2.49M0.1%+7.0%0.181%
7/30/2024 Jaffetilchin Investment Partners LLC10,124$1.38M0.1%N/A0.101%
7/30/2024 WMG Financial Advisors LLC5,256$716K0.4%-3.9%0.052%
7/30/2024 International Assets Investment Management LLC5,205$709K0.0%+2.2%0.052%
7/29/2024 Arkadios Wealth Advisors8,971$1.22M0.1%-25.3%0.089%
7/27/2024 Strategic Blueprint LLC28,273$3.85M0.3%+1.7%0.281%
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7/26/2024 Worth Financial Advisory Group LLC2,799$381K0.3%-3.0%0.028%
7/26/2024 Harbour Investments Inc.4,900$668K0.0%-54.0%0.049%
7/26/2024 Cambridge Investment Research Advisors Inc.46,373$6.32M0.0%-21.5%0.461%
7/26/2024 Signature Estate & Investment Advisors LLC2,578$351K0.0%N/A0.026%
7/26/2024 TFG Advisers LLC8,802$1.20M0.5%+3.4%0.087%
7/25/2024 Clear Creek Financial Management LLC9,185$1.25M0.2%-0.9%0.091%
7/24/2024 Gilliland Jeter Wealth Management LLC482$66K0.0%-29.2%0.005%
7/24/2024 &PARTNERS1,949$266K0.0%+7.6%0.019%
7/23/2024Elser Financial Planning Inc7,087$966K0.1%N/A0.070%
7/22/2024 Focus Financial Network Inc.5,378$743K0.0%+132.5%0.053%
(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, 197 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 ($671.74K), RVW Wealth LLC ($137.85K), 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 2,579,706 shares in the last 24 months. This purchase volume represents approximately $310.22M in transactions.

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

Of the 113 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), Truist Financial Corp ($61.19K), LPL Financial LLC ($61.06K), and Janney Montgomery Scott LLC ($59.99K).

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

Institutional investors have sold a total of 1,272,450 shares in the last 24 months. This volume of shares sold represents approximately $145.05M in transactions.



This page (NYSEARCA:FXL) was last updated on 11/17/2024 by MarketBeat.com Staff
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