We are live on ! Find out more
FXL icon

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
WP
201
WealthShield Partners
North Carolina
$110K +$161 +1 +0.2%
SS
202
Sunbelt Securities
Texas
$107K -$58.8K -364 -36%
SWM
203
Spire Wealth Management
Virginia
$105K
MA
204
MCF Advisors
Kentucky
$103K
William Blair & Company
205
William Blair & Company
Illinois
$103K
AssetMark Inc
206
AssetMark Inc
California
$93.9K -$323 -2 -0.4%
TCOT
207
Trust Company of Toledo
Ohio
$88.4K
HAP
208
Harbor Asset Planning
Massachusetts
$85K
BFO
209
Biltmore Family Office
North Carolina
$73.6K
CFD
210
Creative Financial Designs
Indiana
$68K
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$65.3K
Russell Investments Group
212
Russell Investments Group
United Kingdom
$58.3K +$5.81K +36 +12%
MAS
213
MPWM Advisory Solutions
Georgia
$52.7K
FWP
214
FAS Wealth Partners
Kansas
$49.1K
QCG
215
Quadrant Capital Group
Ohio
$48.9K +$47K +291 New
NWM
216
Nova Wealth Management
Florida
$42.2K -$38.4K -238 -49%
AF
217
Allworth Financial
California
$39.8K -$2.91K -18 -7%
HWA
218
HHM Wealth Advisors
Tennessee
$39.3K
Optiver Holding
219
Optiver Holding
Netherlands
$39.3K +$37.8K +234 New
Bessemer Group
220
Bessemer Group
New Jersey
$39K
HNB
221
Huntington National Bank
Ohio
$35.6K
WIM
222
Westside Investment Management
California
$35.1K
TCOV
223
Trust Company of Vermont
Vermont
$34.4K
ADL
224
Asset Dedication LLC
California
$33.1K
AAS
225
Ameritas Advisory Services
Nebraska
$32K -$67.3K -417 -69%

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.