Who Owns First Trust Technology AlphaDEX Fund (FXL)?Hedge Fund & Institutional Holders

$160.09-0.15 (-0.10%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.1778811500097e+214T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$115.28$130.55$145.81$161.07$176.34Sep 24Jun 25Mar 26

FXL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+130K+$21.0M
Genesee Capital Advisors, LLCNew Position+116K+$19.6M
TRUIST FINANCIAL CORPNew Position+101K+$17.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+89K+$14.0M
Janney Montgomery Scott LLCNew Position+81K+$13.0M
RVW Wealth, LLCNew Position+66K+$11.0M
Choice Wealth Advisors, LLCNew Position+56K+$9.4M
D.A. DAVIDSON & CO.New Position+42K+$7.0M
IronBridge Private Wealth, LLCNew Position+30K+$5.1M
Chicago Partners Investment Group LLCNew Position+26K+$4.5M
Proactive Wealth Strategies LLCNew Position+16K+$2.7M
STEPHENS INC /AR/New Position+16K+$2.7M
Socha Financial Group, LLCNew Position+15K+$2.5M
BETO FINANCIAL GROUP, LLCNew Position+15K+$2.5M
MTM Investment Management, LLCNew Position+15K+$2.5M

FXL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-20K-$118.6B
WELLS FARGO & COMPANY/MNDecreased-5K-$85.4B
BANK OF AMERICA CORP /DE/Decreased-8K-$20.8B
OSAIC HOLDINGS, INC.Decreased-30K-$15.9B
Cetera Investment AdvisersDecreased-6K-$15.2B
Vestmark Advisory Solutions, Inc.Decreased-2K-$13.7B
MAI Capital ManagementDecreased-7K-$12.5B
ROYAL BANK OF CANADADecreased-5K-$11.8B
Creative PlanningDecreased-29-$8.2B
JANE STREET GROUP, LLCClosed Position-39K-$6.5B
Triton Wealth Management, PLLCDecreased-2K-$5.6B
IHT Wealth Management, LLCDecreased-205-$5.4B
KESTRA PRIVATE WEALTH SERVICES, LLCDecreased-331-$5.3B
BRASS TAX WEALTH MANAGEMENT, INCClosed Position-30K-$5.0B
Rockefeller Capital Management L.P.Decreased-1K-$4.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,477,431$117.8M0.07%Share
2MORGAN STANLEY684,415$115.0M0.01%Share
3LPL Financial LLC576,568$97.0M0.03%Share
4WELLS FARGO & COMPANY/MN276,989$46.0M0.01%Share
5RAYMOND JAMES FINANCIAL INC261,173$43.0M0.01%Share
6WELLS FARGO & COMPANY/MN227,303$38.0M0.01%Share
7UBS Group AG142,076$23.9M0.00%Share
8RAYMOND JAMES FINANCIAL INC135,267$22.0M0.01%Share
9COMMONWEALTH EQUITY SERVICES, LLC129,777$21.0M0.03%Share
10Genesee Capital Advisors, LLC116,333$19.6M7.88%Share
11TRUIST FINANCIAL CORP101,019$17.0M0.02%Share
12AMERIPRISE FINANCIAL INC91,410$15.0M0.00%Share
13ENVESTNET ASSET MANAGEMENT INC88,733$14.0M0.00%Share
14BANK OF AMERICA CORP /DE/84,801$14.0M0.00%Share
15STIFEL FINANCIAL CORP88,763$14.0M0.01%Share
16Cetera Investment Advisers84,877$14.0M0.02%Share
17Vestmark Advisory Solutions, Inc.79,967$13.5M0.18%Share
18Janney Montgomery Scott LLC80,642$13.0M0.03%Share
19RVW Wealth, LLC65,567$11.0M0.84%Share
20MAI Capital Management67,769$11.0M0.06%Share
21OSAIC HOLDINGS, INC.64,248$10.0M0.01%Share
22ROYAL BANK OF CANADA59,868$10.0M0.00%Share
23Choice Wealth Advisors, LLC55,911$9.4M3.72%Share
24Creative Planning49,010$8.0M0.01%Share
25D.A. DAVIDSON & CO.41,832$7.0M0.04%Share
26SUSQUEHANNA INTERNATIONAL GROUP, LLP44,977$7.0M0.00%Share
27GTS SECURITIES LLC44,361$7.0M0.24%Share
28Cambridge Investment Research Advisors, Inc.44,439$7.0M0.02%Share
29KESTRA PRIVATE WEALTH SERVICES, LLC31,122$5.2M0.06%Share
30Waverly Advisors, LLC32,535$5.0M0.04%Share
31IHT Wealth Management, LLC31,484$5.0M0.12%Share
32CAPTRUST FINANCIAL ADVISORS34,049$5.0M0.01%Share
33Triton Wealth Management, PLLC30,018$4.9M1.85%Share
34Chicago Partners Investment Group LLC25,904$4.5M0.11%Share
35IronBridge Private Wealth, LLC26,197$4.4M1.39%Share
36US BANCORP \DE\24,069$4.0M0.00%Share
37NewEdge Advisors, LLC28,004$4.0M0.01%Share
38BANK OF AMERICA CORP /DE/28,974$4.0M0.00%Share
39Schrum Private Wealth Management LLC22,424$3.8M2.79%Share
40Kestra Advisory Services, LLC19,789$3.0M0.01%Share
41&PARTNERS19,267$3.0M0.02%Share
42Rockefeller Capital Management L.P.23,071$3.0M0.01%Share
43Proactive Wealth Strategies LLC16,197$2.7M1.08%Share
44STEPHENS INC /AR/15,955$2.7M0.03%Share
45Socha Financial Group, LLC14,779$2.5M1.21%Share
46BETO FINANCIAL GROUP, LLC14,516$2.5M1.68%Share
47MTM Investment Management, LLC14,612$2.5M0.78%Share
48Farther Finance Advisors, LLC13,136$2.2M0.02%Share
49JONES FINANCIAL COMPANIES LLLP14,993$2.0M0.00%Share
50Private Advisor Group, LLC12,146$2.0M0.01%Share

FXL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025259$900.5M+118
Q3 2025141$631.8B-90
Q2 2025231$603.5B+5
Q1 2025226$649.9B+6
Q4 2024220$60.6T+59
Q3 2024161$454.0T-5
Q2 2024166$467.2T+18
Q1 2024148$442.2T—

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As of Q4 2025, 50 institutional investors hold FXL (First Trust Technology AlphaDEX Fund). The largest holder is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $117.8M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own FXL?

As of Q4 2025, 50 institutional investors report holding FXL (First Trust Technology AlphaDEX Fund) in their 13F filings.

Who is the largest institutional holder of FXL?

The largest institutional holder of FXL is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $117.8M in shares.

Is institutional ownership of FXL increasing or decreasing?

This quarter, 15 institutions opened new positions in FXL and 2 closed their positions.