Who Owns FXL?
First Trust Technology AlphaDEX Fund — Institutional Ownership & 13F Holdings
$184.46
-1.23 (-0.66%)
Market Cap
$1.4B
Shares Outstanding
7,018,543
Institutional Holders
224
Total Inst. Value
$556.0M
% of Float Held
—
QoQ Holder Change
+77
Institutional data as of Q1 2025
New Positions
44
Closed Positions
40
Increased
33
Decreased
80
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $93.0M | 702,994 |
| 2 | WELLS FARGO & COMPANY/MN | $77.1M | 583,061 |
| 3 | RAYMOND JAMES FINANCIAL INC | $56.8M | 429,380 |
| 4 | OSAIC HOLDINGS, INC. | $20.9M | 157,739 |
| 5 | UBS Group AG | $20.2M | 152,688 |
| 6 | BANK OF AMERICA CORP /DE/ | $19.2M | 145,107 |
| 7 | Genesee Capital Advisors, LLCNew | $14.2M | 107,552 |
| 8 | TRUIST FINANCIAL CORP | $13.5M | 102,080 |
| 9 | Vestmark Advisory Solutions, Inc. | $13.4M | 101,014 |
| 10 | Janney Montgomery Scott LLCNew | $12.2M | 92,038 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | +28K | $20.9M |
| Genesee Capital Advisors, LLCNew | +108K | $14.2M |
| TRUIST FINANCIAL CORP | +495 | $13.5M |
| Janney Montgomery Scott LLCNew | +92K | $12.2M |
| AMERIPRISE FINANCIAL INC | +923 | $11.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| RVW Wealth, LLC | -120K | $10.4M |
| MORGAN STANLEY | -87K | $93.0M |
| NewEdge Advisors, LLC | -58K | $3.2M |
| Virtue Capital Management, LLC | -44K | $241K |
| Vestmark Advisory Solutions, Inc. | -34K | $13.4M |
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Frequently Asked Questions
How many institutional investors hold FXL?
As of Q1 2025, 224 institutional investors report holding FXL (First Trust Technology AlphaDEX Fund) in their 13F filings.
Which hedge fund owns the most FXL?
The largest institutional holder of FXL is MORGAN STANLEY with $93.0M in shares.
Are institutions buying or selling FXL?
This quarter, 44 institutions opened new positions in FXL and 40 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.