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First Trust Technology AlphaDEX Fund (FXL) Institutional Ownership

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$131.40
+0.29 (+0.22%)
(As of 05/10/2024 ET)
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Institutional Ownership Changes (13F Filings) for First Trust Technology AlphaDEX Fund (NYSEARCA:FXL)

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$222.97M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$68.48M
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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
5/10/2024Osaic Holdings Inc.131,918$17.81M0.0%-0.1%1.311%
5/9/2024 Socha Financial Group LLC35,632$4.80M2.1%-0.8%0.354%
5/9/2024 Kingsview Wealth Management LLC1,485$200K0.0%N/A0.015%
5/8/2024 MAI Capital Management108,533$14.63M0.2%-1.1%1.079%
5/8/2024 Avantax Advisory Services Inc.22,344$3.01M0.0%+46.7%0.222%
5/8/2024 US Bancorp DE18,055$2.43M0.0%+1.0%0.179%
5/7/2024 WMG Financial Advisors LLC5,468$737K0.4%-3.1%0.054%
5/7/2024 Quantum Private Wealth LLC1,500$202K0.1%-50.0%0.015%
5/7/2024 Concurrent Investment Advisors LLC17,057$2.30M0.1%-38.5%0.170%
5/6/2024 Envestnet Portfolio Solutions Inc.4,431$597K0.0%+13.6%0.044%
5/6/2024 TFG Advisers LLC8,511$1.15M0.4%+1.8%0.085%
5/1/2024 Janney Montgomery Scott LLC115,012$15.51M0.0%-1.4%1.143%
5/1/2024 Concourse Financial Group Securities Inc.1,445$195K0.0%-12.2%0.014%
4/30/2024 Private Advisor Group LLC14,119$1.90M0.0%-3.9%0.140%
4/30/2024 Arkadios Wealth Advisors12,012$1.62M0.1%-4.4%0.119%
4/29/2024Commonwealth Equity Services LLC133,186$17.96M0.0%+6.5%1.324%
4/29/2024 Benjamin Edwards Inc.453$61K0.0%N/A0.005%
4/29/2024 Benjamin F. Edwards & Company Inc.7,574$1.02M0.0%+6.7%0.075%
4/26/2024 Clear Creek Financial Management LLC9,273$1.25M0.2%-2.9%0.092%
4/26/2024 Triton Wealth Management PLLC33,790$4.30M2.9%-10.3%0.336%
4/25/2024 MTM Investment Management LLC16,342$2.20M0.9%-0.5%0.162%
4/25/2024 Summit Financial LLC2,843$383K0.0%+39.0%0.028%
4/25/2024 Cambridge Investment Research Advisors Inc.59,039$7.96M0.0%+0.6%0.587%
4/24/2024 Win Advisors Inc.21,989$2.97M1.3%N/A0.219%
4/23/2024 WASHINGTON TRUST Co424$57K0.0%-27.4%0.004%
4/23/2024 TrueWealth Advisors LLC2,832$382K0.1%+8.0%0.028%
4/23/2024 Stablepoint Partners LLC3,885$524K0.1%+137.5%0.039%
4/23/2024 Strategic Blueprint LLC27,796$3.75M0.3%+8.2%0.276%
4/23/2024 Genesee Capital Advisors LLC124,611$16.80M9.2%-18.5%1.239%
4/23/2024 Raymond James Financial Services Advisors Inc.171,341$23.10M0.0%-1.5%1.703%
4/22/2024 Raymond James & Associates244,160$32.92M0.0%-18.1%2.427%
4/22/2024Ashton Thomas Private Wealth LLC7,461$1.01M0.1%+252.9%0.074%
4/19/2024 Advisor Resource Council1,950$250K0.1%N/A0.019%
4/18/2024 Kowal Investment Group LLC52,469$7.07M1.5%-2.9%0.511%
4/11/2024 &PARTNERS1,811$244K0.0%N/A0.018%
4/11/2024 Clarus Wealth Advisors7,456$986K0.6%-2.2%0.073%
4/11/2024 SignalPoint Asset Management LLC13,325$1.80M0.5%-4.4%0.130%
4/11/2024 RFG Advisory LLC5,238$706K0.0%-9.2%0.051%
4/8/2024 RVW Wealth LLC184,274$24.84M2.6%+4.9%1.796%
3/22/2024PNC Financial Services Group Inc.6,738$863K0.0%+7.4%0.066%
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3/15/2024B. Riley Wealth Advisors Inc.8,246$1.06M0.0%-6.8%0.080%
3/8/2024ICA Group Wealth Management LLC443$57K0.0%N/A0.004%
3/1/2024 Transcendent Capital Group LLC1,000$128K0.1%N/A0.010%
2/28/2024EP Wealth Advisors LLC958$123K0.0%N/A0.009%
2/21/2024Novak & Powell Financial Services Inc.11,544$1.48M1.0%N/A0.113%
2/13/2024Tower Research Capital LLC TRC 471$60K0.0%-24.9%0.005%
2/13/2024 TFG Advisers LLC8,360$1.07M0.4%+1.4%0.081%
2/12/2024IronBridge Private Wealth LLC29,734$3.81M1.9%N/A0.290%
2/12/2024Focus Financial Network Inc. ADV5,545$710K0.0%N/A0.054%
2/12/2024Stifel Financial Corp98,182$12.58M0.0%-1.3%0.957%
2/9/2024 Advisory Services Network LLC2,063$264K0.0%N/A0.020%
2/9/2024 US Bancorp DE17,883$2.29M0.0%-0.5%0.174%
2/9/2024 Cambridge Investment Research Advisors Inc.58,672$7.51M0.0%-43.0%0.572%
2/9/2024D.A. Davidson & CO.47,394$6.07M0.1%-5.6%0.462%
2/9/2024Wells Fargo & Company MN686,543$87.93M0.0%-0.2%6.691%
2/9/2024 Thoroughbred Financial Services LLC2,005$256K0.0%N/A0.020%
2/9/2024Paragon Private Wealth Management LLC14,709$1.88M1.3%+1.0%0.143%
2/9/2024UBS Group AG184,037$23.57M0.0%-18.5%1.794%
2/9/2024PNC Financial Services Group Inc.6,738$863K0.0%+7.4%0.066%
2/8/2024Navellier & Associates Inc.31,492$4.03M0.6%N/A0.307%
2/8/2024Beacon Pointe Advisors LLC4,390$562K0.0%-6.2%0.043%
2/8/2024 Janney Montgomery Scott LLC116,661$14.94M0.0%-2.4%1.137%
2/7/2024 Avantax Advisory Services Inc.15,236$1.95M0.0%+597.6%0.148%
2/7/2024 Private Portfolio Partners LLC5,371$688K0.2%+1.8%0.052%
2/7/2024 Envestnet Portfolio Solutions Inc.3,901$500K0.0%+19.7%0.038%
2/7/2024 Valley Wealth Managers Inc.22,759$2.92M0.2%-67.4%0.222%
2/7/2024Principal Securities Inc.1,123$144K0.0%N/A0.011%
2/6/2024 Apollon Wealth Management LLC7,624$976K0.0%-2.6%0.074%
2/6/2024 Private Advisor Group LLC14,697$1.88M0.0%+11.0%0.143%
2/6/2024 Spire Wealth Management21,773$2.85M0.1%-3.8%0.212%
2/6/2024Vestmark Advisory Solutions Inc.128,735$16.49M0.8%+1.8%1.255%
2/6/2024 Benjamin F. Edwards & Company Inc.7,099$909K0.0%-1.7%0.069%
2/6/2024 Summit Financial LLC2,046$262K0.0%N/A0.020%
2/5/2024 Kestra Private Wealth Services LLC32,074$4.11M0.1%+2.1%0.313%
2/5/2024Sargent Investment Group LLC2,705$346K0.1%-4.4%0.026%
2/2/2024Truist Financial Corp162,166$20.77M0.0%+50.9%1.581%
2/2/2024Atria Wealth Solutions Inc.8,804$1.13M0.0%+1.1%0.086%
2/1/2024 Socha Financial Group LLC35,904$4.60M2.2%-1.3%0.350%
2/1/2024 CWM LLC7,894$1.01M0.0%-1.7%0.077%
1/31/2024Kraft Davis & Associates LLC2,110$277K0.1%-28.3%0.021%
1/29/2024 Genesee Capital Advisors LLC152,954$19.59M12.1%+17.3%1.491%
1/26/2024 Geneos Wealth Management Inc.640$82K0.0%-16.2%0.006%
1/26/2024 Schrum Private Wealth Management LLC20,522$2.63M3.7%-15.9%0.200%
1/25/2024 International Assets Investment Management LLC5,141$658K0.0%N/A0.050%
1/25/2024 Strategic Blueprint LLC25,694$3.29M0.3%+10.0%0.250%
1/25/2024 Firethorn Wealth Partners LLC1,768$226K0.1%N/A0.017%
1/25/2024 Triton Wealth Management PLLC37,675$4.61M3.0%-3.4%0.367%
1/24/2024 Stratos Wealth Partners LTD.8,116$1.04M0.0%+8.7%0.079%
1/24/2024Venture Visionary Partners LLC3,820$489K0.0%-5.0%0.037%
1/24/2024Prime Capital Investment Advisors LLC4,474$573K0.0%+7.2%0.044%
Trump’s “Tax Free” Retirement Strategy (Ad)

Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value. In other words, a dollar back then would buy $17.82 worth of goods in today's money. If you're planning on retiring any time soon…This poses a real problem.

Protect your retirement savings from the inevitable devaluation of the dollar…
1/24/2024 Nilsine Partners LLC2,353$301K0.0%+9.3%0.023%
1/24/2024 International Assets Investment Management LLC658,380$84.32M0.0%N/A6.417%
1/24/2024Capital Wealth Alliance LLC4,565$585K0.4%-24.8%0.044%
1/24/2024 Clear Creek Financial Management LLC9,548$1.22M0.2%-7.3%0.093%
1/23/2024 DAVENPORT & Co LLC5,343$684K0.0%-50.9%0.052%
1/23/2024RPg Family Wealth Advisory LLC3,764$482K0.2%+4.8%0.037%
1/22/2024 Clarus Wealth Advisors7,624$980K0.6%N/A0.074%
1/22/2024 Secure Asset Management LLC1,716$220K0.1%N/A0.017%
1/22/2024 Kowal Investment Group LLC54,031$6.92M1.6%+0.6%0.527%
1/18/2024 Global Retirement Partners LLC2,237$285K0.0%+41.9%0.022%
(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, 204 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 ($46.61M), Bank of America Corp DE ($33.79M), Raymond James & Associates ($32.92M), RVW Wealth LLC ($24.84M), 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 140 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 ($671.63K), J Arnold Wealth Management Co ($208.09K), Vestmark Advisory Solutions Inc. ($142.72K), RVW Wealth LLC ($127.81K), Raymond James & Associates ($101.20K), Cambridge Investment Research Advisors Inc. ($85.55K), 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 2,464,302 shares in the last 24 months. This purchase volume represents approximately $281.99M in transactions.

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

Of the 131 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 ($183.57K), Raymond James Financial Services Advisors Inc. ($141.10K), UBS Group AG ($121.18K), Wells Fargo & Company MN ($106.99K), Bank of America Corp DE ($105.11K), J Arnold Wealth Management Co ($95.44K), and Financial Enhancement Group LLC ($94.28K).

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

Institutional investors have sold a total of 1,826,616 shares in the last 24 months. This volume of shares sold represents approximately $196.45M in transactions.


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This page (NYSEARCA:FXL) was last updated on 5/11/2024 by MarketBeat.com Staff

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