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FXL FIRST TR EXCHANGE-TRADED FD

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TECH ALPHADEX (fund)

231 managers (233 13F filers) reported a position in FXL shares at 2025-03-31, 5,185,561 shares in all. 12 filers opened a position and 33 filers sold out during the quarter.

Managers
231
13F filers
233
New
12
Added
38
Reduced
96
Sold out
33
Shares held by filers
5,185,561

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Luminist Capital LLC167$22.3K0.02%013F-HRTimeline
HM PAYSON & CO166$22K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC159$21K<0.01%+9013F-HRTimelineGroup
BARRETT & COMPANY, INC.150$19.8K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB146$19.3K<0.01%013F-HRTimeline
Tidemark, LLC129$17K0.01%013F-HRTimeline
Copia Wealth Management125$16.5K0.02%013F-HRTimeline
Bogart Wealth, LLC109$14.4K<0.01%013F-HRTimeline
2UniFi Bank93$13.5K0.01%-5013F-HRTimeline
Park Square Financial Group, LLC100$13.2K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…86$12K<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC90$11.9K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC82$10.8K<0.01%+2313F-HRTimeline
CarsonAllaria Wealth Management, Ltd.75$9.98K0.01%+113F-HRTimeline
GPS Wealth Strategies Group, LLC70$9.26K<0.01%013F-HRTimeline
Continuum Advisory, LLC70$9.26K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…67$8.81K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd66$8.73K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC50$6.61K<0.01%013F-HR/ATimeline
Caldwell Trust Co50$6.61K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/49$6.48K<0.01%013F-HRTimelineGroup
Transce3nd, LLC49$6.48K<0.01%-4,64913F-HRTimeline
Stonebridge Financial Group, LLC42$5.55K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC34$4.5K<0.01%013F-HRTimeline
Eukles Asset Management25$3.31K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC23$3.04K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC23$3.04K<0.01%013F-HRTimeline
POM Investment Strategies, LLC9$1.19K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC12$1K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.7$926<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,34513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.