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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
TWM
26
Triton Wealth Management
Arizona
$5.6M -$166K -1,028 -3%
IWM
27
IHT Wealth Management
Illinois
$5.38M -$105K -651 -2%
KPWS
28
Kestra Private Wealth Services
Texas
$5.28M +$129K +797 +3%
IPW
29
IronBridge Private Wealth
Texas
$5.08M +$4.88M +30,226 New
BTWM
30
Brass Tax Wealth Management
Ohio
$4.97M -$15K -93 -0.3%
CPIG
31
Chicago Partners Investment Group
Illinois
$4.74M -$75.9K -470 -2%
NA
32
NewEdge Advisors
Louisiana
$4.17M -$62.2K -385 -2%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$4.11M -$49.4K -306 -1%
GS
34
GTS Securities
New York
$3.8M +$3.65M +22,610 New
SPWM
35
Schrum Private Wealth Management
Florida
$3.77M
US Bancorp
36
US Bancorp
Minnesota
$3.6M +$131K +812 +4%
Citadel Advisors
37
Citadel Advisors
Florida
$3.31M -$16.1K -100 -0.5%
KAS
38
Kestra Advisory Services
Texas
$3.28M -$50.9K -315 -2%
P
39
&Partners
Tennessee
$3.03M +$2.04M +12,661 +236%
PWS
40
Proactive Wealth Strategies
Georgia
$2.72M -$4.04K -25 -0.2%
SI
41
Stephens Inc
Arkansas
$2.68M -$49.4K -306 -2%
SFG
42
Socha Financial Group
New York
$2.61M -$134K -832 -5%
LSA
43
L & S Advisors
California
$2.59M +$85.7K +531 +4%
MIM
44
MTM Investment Management
South Carolina
$2.45M -$49.1K -304 -2%
BAS
45
Brueske Advisory Services
Washington
$2.44M -$24.7K -153 -1%
CA
46
CoreCap Advisors
Michigan
$2.25M -$133K -821 -6%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$2.21M -$5.24M -32,467 -71%
FFA
48
Farther Finance Advisors
California
$2.18M
Jones Financial Companies
49
Jones Financial Companies
Missouri
$2.04M +$353K +2,189 +22%
PAG
50
Private Advisor Group
New Jersey
$1.98M +$28.3K +175 +2%

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.