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
AG
176
AmeriFlex Group
Nevada
$220K +$185K +1,144 +681%
CF
177
Convergence Financial
Missouri
$217K -$2.1K -13 -1%
SA
178
Sovran Advisors
California
$216K -$20.8K -129 -9%
TSS
179
Two Sigma Securities
New York
$215K +$207K +1,282 New
CAM
180
Cresset Asset Management
Illinois
$215K – – –
DWA
181
Delos Wealth Advisors
Texas
$211K – – –
IPW
182
Impact Partnership Wealth
Georgia
$210K -$24.1K -149 -11%
CAC
183
Certified Advisory Corp
Florida
$210K +$202K +1,250 New
SYBT
184
Stock Yards Bank & Trust
Kentucky
$210K +$202K +1,250 New
RG
185
Rathbones Group
United Kingdom
$210K +$202K +1,248 New
VFA
186
Valeo Financial Advisors
Indiana
$203K +$195K +1,206 New
Lido Advisors
187
Lido Advisors
California
$201K +$193K +1,198 New
VA
188
Valmark Advisers
Ohio
$201K +$193K +1,197 New
IF
189
Integrity Financial
Wyoming
$194K – – –
PS
190
Principal Securities
Iowa
$179K – – –
TSMHT
191
Thurston Springer Miller Herd & Titak
Indiana
$172K -$1.28M -7,926 -89%
BBHC
192
Brown Brothers Harriman & Co
New York
$168K – – –
SAM
193
Smartleaf Asset Management
Massachusetts
$152K – – –
WTC
194
WhitTier Trust Company
Nevada
$147K – – –
AP
195
Atwood & Palmer
Missouri
$134K -$16.1K -100 -11%
RWM
196
RMG Wealth Management
Wisconsin
$128K – – –
PWA
197
Physician Wealth Advisors
Utah
$122K – – –
GWM
198
Geneos Wealth Management
Colorado
$120K -$5.65K -35 -5%
CBT
199
Crews Bank & Trust
Florida
$116K – – –
TLA
200
Tanglewood Legacy Advisors
Texas
$111K – – –
6 7
8
9 10

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.