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Disclosery

FXL FIRST TR EXCHANGE-TRADED FD

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TECH ALPHADEX (fund)

252 managers (255 13F filers) reported a position in FXL shares at 2025-06-30, 5,117,377 shares in all. 35 filers opened a position and 18 filers sold out during the quarter.

Managers
252
13F filers
255
New
35
Added
37
Reduced
99
Sold out
18
Shares held by filers
5,117,377

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.389$61.3K<0.01%013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC314$49.4K0.03%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…311$48.9K<0.01%-5813F-HRTimelineGroup
FAS Wealth Partners, Inc.292$46K<0.01%013F-HRTimeline
Allworth Financial LP255$40.1K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.235$37K<0.01%-4413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC232$37K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC234$36.8K<0.01%013F-HRTimeline
Westside Investment Management, Inc.209$32.9K0.01%013F-HRTimeline
TRUST CO OF VERMONT205$32.3K<0.01%new13F-HRTimeline
Asset Dedication, LLC197$31K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.190$29.9K0.03%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…188$29.6K<0.01%-21613F-HRTimelineGroup
Creative Capital Management Investments…186$29.3K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…174$27.4K<0.01%013F-HRTimelineGroup
Luminist Capital LLC167$26.2K0.03%013F-HRTimeline
AMERIFLEX GROUP, INC.168$26.2K0.01%-1,27913F-HRTimeline
HM PAYSON & CO166$26.1K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.150$23.6K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB146$23K<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.135$21.3K0.01%new13F-HRTimeline
Legend Financial Advisors, Inc.133$20.9K0.01%new13F-HRTimeline
Tidemark, LLC129$20.3K0.01%013F-HRTimeline
Copia Wealth Management125$19.7K0.02%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…118$18.6K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC109$17.2K<0.01%013F-HRTimeline
Park Square Financial Group, LLC100$15.7K0.01%013F-HRTimeline
2UniFi Bank93$14.6K0.01%013F-HRTimeline
Beacon Capital Management, LLC87$13.7K<0.01%-10813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…86$13.5K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC82$12.8K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.75$11.9K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC70$11K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…67$10.5K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd66$10.4K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP67$8.86K<0.01%13F-HRTimeline
Golden State Wealth Management, LLC50$7.87K<0.01%013F-HRTimeline
Caldwell Trust Co50$7.87K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/49$7.71K<0.01%013F-HRTimelineGroup
Transce3nd, LLC49$7.71K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…43$6.77K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc40$6.29K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC34$5.35K<0.01%013F-HRTimeline
Eukles Asset Management25$3.93K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC23$3.62K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC23$3.62K<0.01%013F-HRTimeline
POM Investment Strategies, LLC9$1.42K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.7$1.1K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC12$1K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5$1K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1$157<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.