We are live on ! Find out more
FXL icon

First Trust Technology AlphaDEX Fund

252 hedge funds and large institutions have $821M invested in First Trust Technology AlphaDEX Fund in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 88 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

2% more call options, than puts

Call options by funds: $857K | Put options by funds: $840K

2% more capital invested

Capital invested by funds: $805M → $821M (+$15.4M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less funds holding

Funds holding: 254252 (-2)

1.32% less ownership

Funds ownership: 58.79%57.46% (-1.3%)

45% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 88

Holders
252
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
3.31%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
48
Reduced
88
Closed
18
Calls
$857K
Puts
$840K
Net Calls
+$17K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
251
Bogart Wealth LLC
Virginia
$1.51K -$16.1K -100 -92%
PIS
252
POM Investment Strategies
North Carolina
$1.51K
DFA
253
DHJJ Financial Advisors
Illinois
$1.18K
AAP
254
Arax Advisory Partners
Colorado
-$1.54M -9,803 Closed
SIG
255
Sargent Investment Group
Maryland
-$445K -2,795 Closed
AA
256
Armis Advisers
Georgia
-$377K -2,398 Closed
BRWA
257
B. Riley Wealth Advisors
Florida
-$334K -2,122 Closed
CWA
258
Capital Wealth Alliance
Arizona
-$301K -1,912 Closed
CW
259
CreativeOne Wealth
Kansas
-$256K -1,629 Closed
PFA
260
Pure Financial Advisors
California
-$213K -1,352 Closed
CCMI
261
Creative Capital Management Investments
California
-$29.3K -186 Closed
WSFS
262
Wilmington Savings Fund Society
Delaware
-$23K -146 Closed
LFA
263
Legend Financial Advisors
Pennsylvania
-$20.9K -133 Closed
PSFG
264
Park Square Financial Group
Georgia
-$15.7K -100 Closed
BCMLT
265
Beacon Capital Management LLC (Tennessee)
Tennessee
-$13.7K -87 Closed
CWM
266
CarsonAllaria Wealth Management
Illinois
-$11.9K -75 Closed
T
267
Transce3nd
Texas
-$7.71K -49 Closed
EWA
268
EverSource Wealth Advisors
Alabama
-$6.77K -43 Closed
GWANC
269
Guardian Wealth Advisors (North Carolina)
North Carolina
-$3.62K -23 Closed
CAL
270
Capital Analysts LLC
Pennsylvania
-$1K -5 Closed
Citigroup
271
Citigroup
New York
-$157 -1 Closed

FXL Hedge Fund Activity: Q3 2025 in Review

252 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Technology AlphaDEX Fund (FXL) for Q3 2025, worth a combined $821M — up 1.9% from $805M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FXL positions and 18 closed out — a net gain of 4 holders — while 48 added to existing stakes and 88 trimmed.

The largest buyer was IronBridge Private Wealth, opening a new position worth an estimated $4.88M. The largest seller was Vestmark Advisory Solutions, cutting an estimated $14.1M.

  • 252 institutional investors held First Trust Technology AlphaDEX Fund (FXL) as of Q3 2025, down from 254 in Q2 2025.
  • Funds reported $821M of First Trust Technology AlphaDEX Fund stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 22 funds opened new First Trust Technology AlphaDEX Fund positions in Q3 2025 and 18 closed out, a net change of +4 holders.
  • The largest First Trust Technology AlphaDEX Fund buyer in Q3 2025 was IronBridge Private Wealth, an estimated $4.88M added.
  • The largest First Trust Technology AlphaDEX Fund seller in Q3 2025 was Vestmark Advisory Solutions, an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2025.