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First Trust Technology AlphaDEX Fund

254 hedge funds and large institutions have $805M invested in First Trust Technology AlphaDEX Fund in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 37 increasing their positions, 98 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 18

18% more capital invested

Capital invested by funds: $685M → $805M (+$120M)

10% more funds holding

Funds holding: 231254 (+23)

2% more call options, than puts

Call options by funds: $803K | Put options by funds: $787K

0.98% more ownership

Funds ownership: 57.81%58.79% (+0.98%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

62% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 98

Holders
254
Holders Change
+23
Holders Change %
+9.96%
% of All Funds
3.34%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
41
Increased
37
Reduced
98
Closed
18
Calls
$803K
Puts
$787K
Net Calls
+$16K
Net Calls Change
+$677K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$113M +$2.52M +17,760 +3%
LPL Financial
2
LPL Financial
California
$84.7M +$6.01M +42,403 +9%
Wells Fargo
3
Wells Fargo
California
$83M -$7.88M -55,540 -10%
Raymond James Financial
4
Raymond James Financial
Florida
$67M -$488K -3,442 -0.8%
VAS
5
Vestmark Advisory Solutions
Massachusetts
$26.6M +$9.62M +67,826 +67%
Osaic Holdings
6
Osaic Holdings
Arizona
$23.7M -$1.04M -7,323 -5%
UBS Group
7
UBS Group
Switzerland
$22.7M -$1.18M -8,300 -5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$21.3M +$138K +971 +0.7%
Bank of America
9
Bank of America
North Carolina
$19.9M -$2.62M -18,477 -13%
GCA
10
Genesee Capital Advisors
New York
$17M +$110K +776 +0.7%
Truist Financial
11
Truist Financial
North Carolina
$16.6M +$519K +3,660 +4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15.4M +$869K +6,129 +7%
Ameriprise
13
Ameriprise
Minnesota
$14M +$712K +5,022 +6%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$13.7M -$675K -4,758 -5%
Stifel Financial
15
Stifel Financial
Missouri
$12.7M +$1.08M +7,646 +10%
MCM
16
MAI Capital Management
Ohio
$12M -$250K -1,764 -2%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$11.1M +$205K +1,442 +2%
RW
18
RVW Wealth
California
$10.8M -$1.42M -10,015 -13%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$9.88M -$683K -4,816 -7%
CWA
20
Choice Wealth Advisors
Maine
$8.99M -$96.5K -680 -1%
Creative Planning
21
Creative Planning
Kansas
$7.96M -$6.98M -49,205 -49%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$7.18M +$429K +3,026 +7%
DADC
23
D.A. Davidson & Co
Montana
$6.72M -$39K -275 -0.6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$6.72M -$41.3K -291 -0.7%
SB
25
Strategic Blueprint
Georgia
$5.77M -$45K -317 -0.9%

FXL Hedge Fund Activity: Q2 2025 in Review

254 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Trust Technology AlphaDEX Fund (FXL) for Q2 2025, worth a combined $805M — up 18% from $685M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new FXL positions and 18 closed out — a net gain of 23 holders — while 37 added to existing stakes and 98 trimmed.

The largest buyer was Vestmark Advisory Solutions, adding an estimated $9.62M. The largest seller was Wells Fargo, cutting an estimated $7.88M.

  • 254 institutional investors held First Trust Technology AlphaDEX Fund (FXL) as of Q2 2025, up from 231 in Q1 2025.
  • Funds reported $805M of First Trust Technology AlphaDEX Fund stock for Q2 2025, up 18% quarter-over-quarter.
  • 41 funds opened new First Trust Technology AlphaDEX Fund positions in Q2 2025 and 18 closed out, a net change of +23 holders.
  • The largest First Trust Technology AlphaDEX Fund buyer in Q2 2025 was Vestmark Advisory Solutions, an estimated $9.62M added.
  • The largest First Trust Technology AlphaDEX Fund seller in Q2 2025 was Wells Fargo, an estimated $7.88M sold.

Based on aggregated 13F filings for Q2 2025.