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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
SF
151
Summit Financial
New Jersey
$283K -$10.3K -64 -4%
NAS
152
NWF Advisory Services
California
$277K -$6.14K -38 -2%
ASN
153
Advisory Services Network
Georgia
$275K – – –
RLWM
154
RF&L Wealth Management
Massachusetts
$273K – – –
AF
155
Apollon Financial
South Carolina
$266K +$28.3K +175 +12%
FCP
156
Fidelis Capital Partners
Florida
$263K – – –
OCPWS
157
One Charles Private Wealth Services
Massachusetts
$262K – – –
AP
158
Americana Partners
Texas
$261K – – –
OIA
159
OneDigital Investment Advisors
Kansas
$261K – – –
KWA
160
Kingswood Wealth Advisors
California
$257K +$247K +1,530 New
Betterment LLC
161
Betterment LLC
New York
$255K -$174K -1,077 -42%
QPW
162
Quantum Private Wealth
Florida
$252K – – –
Corient Private Wealth
163
Corient Private Wealth
Florida
$248K -$130K -803 -35%
WMA
164
Wealth Management Associates
New Jersey
$247K – – –
KWM
165
Kingsview Wealth Management
Oregon
$245K – – –
CWS
166
Cypress Wealth Services
California
$245K – – –
OSAM
167
O'Shaughnessy Asset Management
Connecticut
$238K +$160K +988 +231%
MG
168
Mather Group
Illinois
$237K +$228K +1,411 New
PAS
169
Park Avenue Securities
New York
$237K -$19.7K -122 -8%
LBC
170
Lowe Brockenbrough & Co
Virginia
$231K +$222K +1,375 New
AF
171
Abound Financial
California
$229K -$27.8K -172 -11%
VCM
172
Virtue Capital Management
Tennessee
$225K +$162K +1,002 New
LI
173
LVZ Inc
Michigan
$225K – – –
AFG
174
ABLE Financial Group
Arizona
$224K – – –
BTI
175
Blue Trust Inc
Georgia
$224K – – –
5 6
7
8 9

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.