FXL Institutional Ownership
First Trust Technology AlphaDEX Fund
1W: +2.7%
1M: +8.6%
3M: +9.8%
YTD: +34.8%
1Y: +34.5%
3Y: +109.9%
5Y: +78.6%
$228.06
+2.11 (+0.93%)
Weekly Expected Move ±2.7%
$216
$222
$228
$234
$240
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FXL
306
Institutional Holders
+29 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
68
New Positions
56
Increased
98
Reduced
15
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (327 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FIRST TRUST ADVISORS LP NEW | 3,725,523 | $850M | — | +0.0% | 1Q | SEC ↗ |
| 2 | MORGAN STANLEY | 750,232 | $171M | +68,961 | +10.1% | 60Q | SEC ↗ |
| 3 | LPL Financial LLC | 581,363 | $133M | +17,981 | +3.2% | 54Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 534,953 | $122M | +87,552 | +19.6% | 71Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 381,359 | $87M | -52,223 | -12.0% | 7Q | SEC ↗ |
| 6 | BNP PARIBAS FINANCIAL MARKETS NEW | 350,000 | $80M | — | +0.0% | 1Q | SEC ↗ |
| 7 | UBS Group AG | 191,572 | $44M | +24,899 | +14.9% | 47Q | SEC ↗ |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 124,399 | $28M | -1,823 | -1.4% | 35Q | SEC ↗ |
| 9 | AMERIPRISE FINANCIAL INC | 111,813 | $26M | +17,255 | +18.2% | 16Q | SEC ↗ |
| 10 | BANK OF AMERICA CORP /DE | 110,937 | $25M | +844 | +0.8% | 15Q | SEC ↗ |
| 11 | Genesee Capital Advisors, LLC | 107,867 | $25M | -7,347 | -6.4% | 20Q | SEC ↗ |
| 12 | TRUIST FINANCIAL CORP | 103,215 | $24M | +3,315 | +3.3% | 27Q | SEC ↗ |
| 13 | Nilsine Partners, LLC | 97,521 | $22M | +95,982 | +6236.6% | 14Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 95,685 | $22M | +2,467 | +2.6% | 59Q | SEC ↗ |
| 15 | &PARTNERS | 94,634 | $22M | +78,458 | +485.0% | 10Q | SEC ↗ |
| 16 | STIFEL FINANCIAL CORP | 90,974 | $21M | +4,237 | +4.9% | 49Q | SEC ↗ |
| 17 | NewEdge Advisors, LLC | 89,362 | $20M | +62,818 | +236.7% | 17Q | SEC ↗ |
| 18 | Cetera Investment Advisers | 80,823 | $18M | -547 | -0.7% | 32Q | SEC ↗ |
| 19 | Janney Montgomery Scott LLC | 80,446 | $18M | +2,541 | +3.3% | 41Q | SEC ↗ |
| 20 | Advisory Services Network, LLC | 78,526 | $18M | +76,888 | +4694.0% | 11Q | SEC ↗ |
| 21 | Vestmark Advisory Solutions, Inc. | 78,113 | $18M | — | +0.0% | 17Q | SEC ↗ |
| 22 | OSAIC HOLDINGS, INC. | 74,175 | $17M | +18,858 | +34.1% | 26Q | SEC ↗ |
| 23 | ROYAL BANK OF CANADA | 68,927 | $16M | +10,914 | +18.8% | 67Q | SEC ↗ |
| 24 | Arax Advisory Partners | 67,443 | $15M | +57,583 | +584.0% | 3Q | SEC ↗ |
| 25 | MAI Capital Management | 65,270 | $15M | -1,150 | -1.7% | 7Q | SEC ↗ |
| 26 | RVW Wealth, LLC | 63,865 | $15M | +2,234 | +3.6% | 26Q | SEC ↗ |
| 27 | Choice Wealth Advisors LLC | 51,232 | $12M | -6,143 | -10.7% | 16Q | SEC ↗ |
| 28 | Cambridge Investment Research Advisors | 48,843 | $11M | +3,249 | +7.1% | 51Q | SEC ↗ |
| 29 | Creative Planning | 47,702 | $11M | -90 | -0.2% | 23Q | SEC ↗ |
| 30 | D.A. DAVIDSON & CO. | 39,063 | $9M | -901 | -2.3% | 63Q | SEC ↗ |
| 31 | Waverly Advisors, LLC | 35,928 | $8M | +3,518 | +10.9% | 7Q | SEC ↗ |
| 32 | CITADEL ADVISORS LLC NEW | 33,414 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 33 | IHT Wealth Management, LLC | 31,334 | $7M | -50 | -0.2% | 39Q | SEC ↗ |
| 34 | CAPTRUST FINANCIAL ADVISORS | 31,302 | $7M | -2,284 | -6.8% | 38Q | SEC ↗ |
| 35 | Proactive Wealth Strategies LLC | 31,027 | $7M | -142 | -0.5% | 8Q | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 30,995 | $7M | +17,346 | +127.1% | 39Q | SEC ↗ |
| 37 | Virtue Capital Management, LLC NEW | 30,456 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 38 | KESTRA PRIVATE WEALTH SERVICES, LLC | 29,478 | $7M | -609 | -2.0% | 24Q | SEC ↗ |
| 39 | IronBridge Private Wealth, LLC NEW | 27,169 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 40 | Chicago Partners Investment Group LLC | 24,802 | $6M | -490 | -1.9% | 15Q | SEC ↗ |
| 41 | US BANCORP \DE | 24,543 | $6M | +17 | +0.1% | 51Q | SEC ↗ |
| 42 | Triton Wealth Management, PLLC | 24,055 | $5M | -3,676 | -13.3% | 5Q | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 23,321 | $5M | -1,903 | -7.5% | 24Q | SEC ↗ |
| 44 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,849 | $5M | -13,970 | -40.1% | 9Q | SEC ↗ |
| 45 | BENJAMIN EDWARDS INC | 20,699 | $5M | +11,249 | +119.0% | 10Q | SEC ↗ |
| 46 | Schrum Private Wealth Management LLC | 20,522 | $5M | -1,014 | -4.7% | 19Q | SEC ↗ |
| 47 | WEDBUSH SECURITIES INC | 19,587 | $4M | +15,139 | +340.4% | 30Q | SEC ↗ |
| 48 | Kestra Advisory Services, LLC | 19,322 | $4M | -1,812 | -8.6% | 24Q | SEC ↗ |
| 49 | OPPENHEIMER & CO INC | 18,544 | $4M | +16,726 | +920.0% | 15Q | SEC ↗ |
| 50 | UBS AM, a distinct business unit of UB | 18,518 | $4M | -109 | -0.6% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| FIRST TRUST ADVISORS LP | 3,725,523 | $850M |
| BNP PARIBAS FINANCIAL MARKETS | 350,000 | $80M |
| CITADEL ADVISORS LLC | 33,414 | $8M |
| Virtue Capital Management, LLC | 30,456 | $7M |
| IronBridge Private Wealth, LLC | 27,169 | $6M |
| TriaGen Wealth Management LLC | 11,426 | $3M |
| NAVELLIER & ASSOCIATES INC | 11,116 | $3M |
| FLOW TRADERS U.S. LLC | 9,239 | $2M |
| TWO SIGMA INVESTMENTS, LP | 7,100 | $2M |
| Davis Investment Partners, LLC | 6,968 | $2M |
| TRUST CO OF OKLAHOMA | 5,973 | $1M |
| Englebert Financial Advisers, LLC | 3,425 | $781K |
| MinichMacGregor Wealth Management, | 3,421 | $780K |
| Global Retirement Partners, LLC | 2,931 | $668K |
| IFG Advisory, LLC | 2,552 | $582K |
| Claro Advisors Inc. | 2,384 | $544K |
| Allied Private Wealth LLC | 1,942 | $443K |
| Belvedere Trading LLC | 1,809 | $413K |
| Range Advisory, LLC | 1,788 | $408K |
| OXFORD FINANCIAL GROUP, LTD. LLC | 1,687 | $385K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GTS SECURITIES LLC | 44,361 | $10M |
| Independent Advisor Alliance | 27,249 | $6M |
| Forty-three Eighteen Advisors, LLC | 9,206 | $2M |
| GOLDMAN SACHS GROUP INC | 5,158 | $1M |
| Dorsey Wright & Associates | 4,457 | $1M |
| Coppell Advisory Solutions LLC | 4,040 | $921K |
| StoneX Group Inc. | 2,373 | $541K |
| Arete Wealth Advisors, LLC | 2,083 | $475K |
| Destiny Wealth Partners, LLC | 1,980 | $452K |
| TWO SIGMA SECURITIES, LLC | 1,900 | $433K |
| Envestnet Portfolio Solutions, Inc. | 1,660 | $379K |
| RF&L WEALTH MANAGEMENT, LLC | 1,625 | $371K |
| Cerity Partners LLC | 1,572 | $359K |
| One Charles Private Wealth Services | 1,557 | $355K |
| REDSTONE WEALTH MANAGEMENT, LLC | 1,437 | $328K |
| STOCK YARDS BANK & TRUST CO | 1,250 | $285K |
| Lido Advisors, LLC | 1,198 | $273K |
| WealthShield Partners, LLC | 636 | $145K |
| RMG Wealth Management LLC | 600 | $137K |
| QUADRANT CAPITAL GROUP LLC | 291 | $66K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Nilsine Partners, LLC | +95,982 | +6236.6% | 97,521 |
| WELLS FARGO & COMPANY/MN | +87,552 | +19.6% | 534,953 |
| &PARTNERS | +78,458 | +485.0% | 94,634 |
| Advisory Services Network, LLC | +76,888 | +4694.0% | 78,526 |
| MORGAN STANLEY | +68,961 | +10.1% | 750,232 |
| NewEdge Advisors, LLC | +62,818 | +236.7% | 89,362 |
| Arax Advisory Partners | +57,583 | +584.0% | 67,443 |
| UBS Group AG | +24,899 | +14.9% | 191,572 |
| OSAIC HOLDINGS, INC. | +18,858 | +34.1% | 74,175 |
| LPL Financial LLC | +17,981 | +3.2% | 581,363 |
| Baird Financial Group, Inc. | +17,346 | +127.1% | 30,995 |
| AMERIPRISE FINANCIAL INC | +17,255 | +18.2% | 111,813 |
| OPPENHEIMER & CO INC | +16,726 | +920.0% | 18,544 |
| WEDBUSH SECURITIES INC | +15,139 | +340.4% | 19,587 |
| BENJAMIN EDWARDS INC | +11,249 | +119.0% | 20,699 |
| ROYAL BANK OF CANADA | +10,914 | +18.8% | 68,927 |
| Transamerica Financial Advisors, LL | +5,578 | +9144.3% | 5,639 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +5,275 | +1076.5% | 5,765 |
| Warner Group LLC | +4,905 | +97.2% | 9,950 |
| STIFEL FINANCIAL CORP | +4,237 | +4.9% | 90,974 |