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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
HighTower Advisors
51
HighTower Advisors
Illinois
$1.97M +$2.26K +14 +0.1%
PFA
52
Plotkin Financial Advisors
Maryland
$1.87M
PPWM
53
Paragon Private Wealth Management
Kentucky
$1.85M
NPFS
54
Novak & Powell Financial Services
Florida
$1.7M
BEI
55
Benjamin Edwards Inc
Missouri
$1.62M +$115K +710 +8%
TSW
56
Three Seasons Wealth
Utah
$1.56M -$323 -2 -0%
RPGK
57
Retirement Planning Group (Kansas)
Kansas
$1.55M +$267K +1,653 +22%
AWA
58
Arkadios Wealth Advisors
Georgia
$1.52M -$140K -868 -9%
MML Investors Services
59
MML Investors Services
Massachusetts
$1.47M -$1.25M -7,754 -47%
BNMT
60
Bawa N Mallick Trust
New York
$1.46M
IA
61
IFP Advisors
Florida
$1.46M -$3.23K -20 -0.2%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$1.35M -$21.3K -132 -2%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$1.32M +$5.01K +31 +0.4%
Goldman Sachs
64
Goldman Sachs
New York
$1.3M -$1.7M -10,504 -58%
CI
65
CX Institutional
Indiana
$1.28M +$1.05M +6,498 +576%
CCFM
66
Clear Creek Financial Management
Washington
$1.27M -$13.4K -83 -1%
SWP
67
Stratos Wealth Partners
Ohio
$1.2M +$94.1K +583 +9%
ATPW
68
Ashton Thomas Private Wealth
Arizona
$1.2M
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$1.2M -$3.55K -22 -0.3%
AWM
70
Apollon Wealth Management
South Carolina
$1.15M +$807 +5 +0.1%
PFS
71
Prospera Financial Services
Texas
$1.13M +$71.7K +444 +7%
KF
72
Krilogy Financial
Missouri
$1.12M +$1.05M +6,491 New
EH
73
Equitable Holdings
New York
$1.05M +$24.5K +152 +2%
SP
74
Stablepoint Partners
Massachusetts
$1.04M +$62.7K +388 +7%
Mariner
75
Mariner
Kansas
$947K +$199K +1,231 +28%

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.