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Disclosery

FXL FIRST TR EXCHANGE-TRADED FD

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TECH ALPHADEX (fund)

249 managers (252 13F filers) reported a position in FXL shares at 2025-09-30, 4,887,199 shares in all. 21 filers opened a position and 18 filers sold out during the quarter.

Managers
249
13F filers
252
New
21
Added
48
Reduced
88
Sold out
18
Shares held by filers
4,887,199

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MCF Advisors LLC616$103K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL615$103K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC559$93.9K<0.01%-213F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/526$88.4K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.506$85K0.08%013F-HRTimeline
Biltmore Family Office, LLC438$73.6K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV405$68K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.389$65.3K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…347$58.3K<0.01%+3613F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC314$52.7K0.03%013F-HRTimeline
FAS Wealth Partners, Inc.292$49.1K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC291$48.9K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.251$42.2K0.03%-23813F-HRTimeline
Allworth Financial LP237$39.8K<0.01%-1813F-HRTimeline
HHM Wealth Advisors, LLC234$39.3K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.234$39.3K<0.01%new13F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC232$39K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.209$35.1K0.01%013F-HRTimeline
TRUST CO OF VERMONT205$34.4K<0.01%013F-HRTimeline
Asset Dedication, LLC197$33.1K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…190$32K<0.01%-41713F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.190$31.9K0.03%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…174$29.2K<0.01%013F-HRTimelineGroup
Luminist Capital LLC167$28.4K0.02%013F-HRTimeline
HM PAYSON & CO166$27.9K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.150$25.2K0.01%013F-HRTimeline
Copia Wealth Management125$21K0.02%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…118$19.8K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.105$17.7K<0.01%-13013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…104$17.5K<0.01%-8413F-HRTimelineGroup
2UniFi Bank93$15.6K0.01%013F-HRTimeline
Wealth Watch Advisors, INC89$15K0.01%-15,63513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…86$14.4K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC82$13.7K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC70$11.8K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…67$11.2K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd66$11.1K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC50$8.4K<0.01%013F-HRTimeline
Caldwell Trust Co50$8.4K<0.01%013F-HRTimeline
Tidemark, LLC47$7.9K<0.01%-8213F-HRTimeline
AdvisorNet Financial, Inc43$7.22K<0.01%+313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/40$6.72K<0.01%-913F-HRTimelineGroup
Valued Wealth Advisors LLC34$5.71K<0.01%013F-HRTimeline
Eukles Asset Management25$4.2K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC23$3.86K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC12$2K<0.01%013F-HRTimeline
Bogart Wealth, LLC9$1.51K<0.01%-10013F-HRTimeline
POM Investment Strategies, LLC9$1.51K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.7$1.18K<0.01%013F-HRTimeline