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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
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$637K +$61K +378 +11%
AI
102
Atria Investments
North Carolina
$636K -$41.2K -255 -6%
LFAS
103
Level Four Advisory Services
Texas
$574K +$969 +6 +0.2%
AV
104
Alamea Verwaltungs
New Jersey
$573K – – –
FIA
105
Foundations Investment Advisors
Arizona
$568K +$151K +937 +38%
CWA
106
Clarus Wealth Advisors
Arizona
$566K – – –
GWP
107
Gateway Wealth Partners
Wisconsin
$563K -$5.17K -32 -0.9%
HI
108
Harbour Investments
Wisconsin
$552K +$8.4K +52 +2%
VVP
109
Venture Visionary Partners
Ohio
$546K – – –
WA
110
Waverly Advisors
Alabama
$542K – – –
SOS
111
Silver Oak Securities
Tennessee
$541K +$520K +3,223 New
DQRIM
112
Dale Q Rice Investment Management
Washington
$520K -$8.56K -53 -2%
PCIA
113
Prime Capital Investment Advisors
Kansas
$519K -$15.3K -95 -3%
TA
114
TrueWealth Advisors
Alabama
$503K – – –
D.E. Shaw & Co
115
D.E. Shaw & Co
New York
$501K – – –
AWM
116
AE Wealth Management
Kansas
$474K +$175K +1,086 +63%
IA
117
IFG Advisory
Georgia
$470K -$54.1K -335 -11%
JP Morgan Chase
118
JP Morgan Chase
New York
$462K +$15.5K +96 +4%
GRP
119
Global Retirement Partners
California
$462K +$26.5K +164 +6%
CWP
120
Cyndeo Wealth Partners
Florida
$444K – – –
WFAG
121
Worth Financial Advisory Group
North Carolina
$443K +$2.91K +18 +0.7%
QPWM
122
Quadrant Private Wealth Management
Pennsylvania
$435K – – –
SEIA
123
Signature Estate & Investment Advisors
California
$433K +$161 +1 +0%
NA
124
Navellier & Associates
Nevada
$417K +$401K +2,485 New
TC
125
Truvestments Capital
Florida
$417K -$49.9K -309 -11%
3 4
5
6 7

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.