We are live on ! Find out more
FXL icon

First Trust Technology AlphaDEX Fund
FXL

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: 4 → 4 (0)

1% less funds holding

Funds holding: 254 → 252 (-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

Top Buyers

Rank Fund Capital Flow
1
IPW
IronBridge Private Wealth
Texas
+$4.88M
2
Jane Street
Jane Street
New York
+$4.24M
3
GS
GTS Securities
New York
+$3.65M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.24M
5
LPL Financial
LPL Financial
California
+$2.63M

Top Sellers

Rank Fund Capital Flow
1
VAS
Vestmark Advisory Solutions
Massachusetts
-$14.1M
2
Osaic Holdings
Osaic Holdings
Arizona
-$8.39M
3
Raymond James Financial
Raymond James Financial
Florida
-$6.51M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.24M
5
SB
Strategic Blueprint
Georgia
-$5.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
76
TruWealth Advisors
Louisiana
$934K – – –
KNW
77
Kesler Norman & Wride
Utah
$931K +$40K +248 +4%
SB
78
Strategic Blueprint
Georgia
$923K -$5.03M -31,162 -85%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$902K +$1.45K +9 +0.2%
RA
80
RFG Advisory
Alabama
$889K -$273K -1,692 -24%
WS
81
Wedbush Securities
California
$889K +$2.42K +15 +0.3%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$869K +$45.4K +281 +6%
FFN
83
Focus Financial Network
Minnesota
$867K -$294K -1,818 -26%
WFA
84
WMG Financial Advisors
Tennessee
$857K -$484 -3 -0.1%
WG
85
Warner Group
Connecticut
$848K +$815K +5,045 New
MA
86
Mutual Advisors
Nebraska
$844K -$83.3K -516 -10%
PCH
87
PGIM Custom Harvest
New Jersey
$838K -$1.13K -7 -0.1%
MQWP
88
Morey & Quinn Wealth Partners
Nebraska
$821K – – –
KeyBank National Association
89
KeyBank National Association
Ohio
$807K – – –
IFG
90
Independent Financial Group
California
$748K +$11.9K +74 +2%
TWM
91
TCFG Wealth Management
California
$746K – – –
RFWA
92
RPg Family Wealth Advisory
Massachusetts
$740K +$712K +4,407 New
Comerica Bank
93
Comerica Bank
Texas
$736K -$111K -687 -14%
BPA
94
Beacon Pointe Advisors
California
$706K +$68.6K +425 +11%
HF
95
HRT Financial
New York
$700K +$673K +4,169 New
IAIM
96
International Assets Investment Management
Florida
$698K – – –
CAS
97
Coppell Advisory Solutions
Texas
$677K -$41.5K -257 -6%
SA
98
Sanctuary Advisors
Indiana
$667K -$5.17K -32 -0.8%
CIA
99
Concurrent Investment Advisors
Florida
$651K -$45.9K -284 -7%
RIA
100
Regal Investment Advisors
Michigan
$638K – – –
2 3
4
5 6

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.