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Disclosery

FXL FIRST TR EXCHANGE-TRADED FD

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TECH ALPHADEX (fund)

289 managers (292 13F filers) reported a position in FXL shares at 2026-06-30, 9,609,881 shares in all. 64 filers opened a position and 16 filers sold out during the quarter.

Managers
289
13F filers
292
New
64
Added
55
Reduced
84
Sold out
16
Shares held by filers
9,609,881

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
M&T Bank Corpin group M&T Bank Corp1,150$250K<0.01%new13F-HRTimelineGroup
Valeo Financial Advisors, LLC1,145$249K0.01%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,139$247K<0.01%new13F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC1,134$246K0.01%new13F-HRTimeline
Aspen Capital Management, LLC1,127$245K0.05%new13F-HRTimeline
CEERA INVESTMENTS, LLC1,126$245K0.1%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,121$244K<0.01%new13F-HRTimelineGroup
Keystone Wealth Services, LLC1,109$241K0.04%new13F-HRTimeline
Pure Financial Advisors, LLC1,102$239K<0.01%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP1,098$239K0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,089$237K<0.01%new13F-HRTimelineGroup
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA1,086$236K<0.01%new13F-HRTimelineGroup
Focus Financial Network, Inc.1,076$234K0.01%new13F-HRTimeline
MRA Advisory Group1,043$227K0.08%new13F-HRTimeline
Stonekeep Investments, LLC1,041$226K0.13%new13F-HRTimeline
Smartleaf Asset Management LLC1,059$225K0.01%013F-HRTimeline
Madden Advisory Services, Inc.1,026$223K0.08%new13F-HRTimeline
Rathbones Group PLC1,015$220K<0.01%new13F-HRTimeline
REAP Financial Group, LLC1,008$219K0.04%-51013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,000$217K<0.01%013F-HRTimelineGroup
Peregrine Asset Advisers, Inc.1,000$217K0.05%new13F-HRTimeline
Transcendent Capital Group LLC1,000$217K0.08%new13F-HRTimeline
626 Financial, LLC996$216K0.08%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC993$216K<0.01%+32213F-HRTimelineGroup
ABOUND FINANCIAL, LLC966$210K0.08%-5313F-HRTimeline
Old North State Trust, LLC964$209K0.11%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP958$208K<0.01%new13F-HR/ATimelineGroup
Clark Capital Management Group, Inc.956$208K<0.01%new13F-HRTimeline
1776 Wealth LLC940$204K0.07%new13F-HRTimeline
Western Wealth Management, LLC937$204K0.01%new13F-HRTimeline
ATWOOD & PALMER INC800$174K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.729$158K0.02%013F-HRTimeline
Crews Bank & Trust692$150K0.02%013F-HRTimeline
Geneos Wealth Management Inc.671$146K<0.01%-4613F-HRTimeline
Tanglewood Legacy Advisors, LLC661$144K0.05%013F-HRTimeline
MCF Advisors LLC616$134K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL615$134K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management613$133K<0.01%-1313F-HRTimelineGroup
SECURITY NATIONAL BANK OF SIOUX CITY IO…586$127K0.05%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/526$114K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.506$110K0.08%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC480$104K<0.01%new13F-HRTimeline
Biltmore Family Office, LLC438$95.1K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC437$94.9K<0.01%-73513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC387$84K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA360$78.2K0.01%+5213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC314$68.2K0.03%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS309$67.1K0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.292$63.5K<0.01%013F-HRTimeline
MCDONALD PARTNERS LLC275$59.7K0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC250$54.3K0.03%013F-HRTimeline
AdvisorNet Financial, Inc241$52.4K<0.01%new13F-HRTimeline
Allworth Financial LP237$51.5K<0.01%-5113F-HRTimeline
HHM Wealth Advisors, LLC234$50.8K0.01%-4013F-HRTimeline
Nova Wealth Management, Inc.224$48.7K0.03%013F-HRTimeline
TRUST CO OF VERMONT205$44.5K<0.01%13F-HRTimeline
Parallel Advisors, LLC199$43.2K<0.01%new13F-HRTimeline
Asset Dedication, LLC197$42.8K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.190$41.3K0.03%013F-HRTimeline
Regatta Research & Money Management177$38.4K0.04%13F-HRTimeline
Luminist Capital LLC167$36.4K0.04%new13F-HRTimeline
HM PAYSON & CO166$36.1K<0.01%013F-HRTimeline
Westside Investment Management, Inc.164$35.6K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.129$28K<0.01%-413F-HRTimeline
Copia Wealth Management125$27.2K0.02%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…118$25.6K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC100$21.7K0.01%013F-HRTimeline
Fortis Group Advisors, LLC96$20.9K<0.01%new13F-HRTimeline
NBH Bank93$20.2K0.01%13F-HRTimeline
Continuum Advisory, LLC70$15.2K<0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC67$14.5K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…67$14.5K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC50$10.9K<0.01%013F-HRTimeline
Financial Perspectives, Inc50$10.9K<0.01%013F-HRTimeline
Caldwell Trust Co50$10.9K<0.01%013F-HRTimeline
Tidemark, LLC47$10.2K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …41$8.45K<0.01%new13F-HRTimelineGroup
Valued Wealth Advisors LLC34$7.39K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC31$6.73K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/30$6.52K<0.01%013F-HRTimelineGroup
Eukles Asset Management27$5.86K<0.01%+213F-HRTimeline
Aptus Capital Advisors, LLC23$5K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC23$5K<0.01%-7813F-HRTimeline
Larson Financial Group LLC20$4.34K<0.01%013F-HRTimeline
Bogart Wealth, LLC9$1.96K<0.01%013F-HRTimeline
POM Investment Strategies, LLC9$1.96K<0.01%013F-HRTimeline
LifeSteps Financial, Inc.8$1.74K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.7$1.52K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.1$217<0.01%new13F-HRTimeline