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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
Morgan Stanley
1
Morgan Stanley
New York
$119M -$2.23M -13,824 -2%
LPL Financial
2
LPL Financial
California
$93.2M +$2.63M +16,317 +3%
Wells Fargo
3
Wells Fargo
California
$85.5M -$3.02M -18,684 -4%
Raymond James Financial
4
Raymond James Financial
Florida
$64.8M -$6.51M -40,298 -9%
UBS Group
5
UBS Group
Switzerland
$23.6M -$654K -4,047 -3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$21.9M -$888K -5,498 -4%
Bank of America
7
Bank of America
North Carolina
$20.8M -$475K -2,944 -2%
GCA
8
Genesee Capital Advisors
New York
$17.4M -$806K -4,994 -5%
Truist Financial
9
Truist Financial
North Carolina
$17.3M -$453K -2,808 -3%
Osaic Holdings
10
Osaic Holdings
Arizona
$15.9M -$8.39M -51,953 -35%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$15.2M +$3.24M +20,041 +28%
Ameriprise
12
Ameriprise
Minnesota
$14.8M -$189K -1,170 -1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$14.7M -$1.69M -10,492 -11%
Stifel Financial
14
Stifel Financial
Missouri
$14.7M +$1.07M +6,634 +8%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$13.9M -$727K -4,500 -5%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$13.7M -$14.1M -87,067 -52%
MCM
17
MAI Capital Management
Ohio
$12.5M -$271K -1,680 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$11.8M +$1.24M +7,693 +12%
RW
19
RVW Wealth
California
$11.5M -$54.7K -339 -0.5%
CWA
20
Choice Wealth Advisors
Maine
$9.47M -$116K -720 -1%
Creative Planning
21
Creative Planning
Kansas
$8.24M -$246K -1,524 -3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$7.29M +$109K +674 +2%
DADC
23
D.A. Davidson & Co
Montana
$7.07M -$102K -630 -1%
Jane Street
24
Jane Street
New York
$6.52M +$4.24M +26,273 +209%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$5.71M -$72.3K -448 -1%

FXL Hedge Fund Activity: Q3 2025 in Review

252 of the 7,619 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.