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Disclosery

FXL FIRST TR EXCHANGE-TRADED FD

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TECH ALPHADEX (fund)

261 managers (265 13F filers) reported a position in FXL shares at 2025-12-31, 4,957,148 shares in all. 20 filers opened a position and 15 filers sold out during the quarter.

Managers
261
13F filers
265
New
20
Added
54
Reduced
76
Sold out
15
Shares held by filers
4,957,148

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Smartleaf Asset Management LLC900$153K0.01%013F-HRTimeline
ATWOOD & PALMER INC800$135K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.729$123K0.02%013F-HRTimeline
Geneos Wealth Management Inc.717$121K<0.01%013F-HRTimeline
Crews Bank & Trust692$116K0.02%013F-HRTimeline
Tanglewood Legacy Advisors, LLC661$111K0.04%013F-HRTimeline
WealthShield Partners, LLC656$110K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC652$110K<0.01%+9313F-HRTimelineGroup
Sunbelt Securities, Inc.638$107K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management626$105K<0.01%013F-HRTimelineGroup
MCF Advisors LLC616$104K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL615$103K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/526$88.5K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.506$85.2K0.07%013F-HRTimeline
Biltmore Family Office, LLC438$73.7K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV405$68.2K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…333$56K<0.01%-1413F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC314$52.8K0.03%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.313$52.7K<0.01%-7613F-HRTimelineGroup
FAS Wealth Partners, Inc.292$49.2K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC291$49K<0.01%013F-HRTimeline
Allworth Financial LP288$48.5K<0.01%+5113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC271$45.7K<0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC250$42.1K0.02%13F-HRTimeline
HHM Wealth Advisors, LLC234$39.4K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC232$39K<0.01%013F-HRTimelineGroup
Nova Wealth Management, Inc.224$37.7K0.03%-2713F-HRTimeline
Westside Investment Management, Inc.209$35.2K0.01%013F-HRTimeline
TRUST CO OF VERMONT205$34.5K<0.01%013F-HRTimeline
Asset Dedication, LLC197$33.2K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.190$32K0.03%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…174$29.3K<0.01%013F-HRTimelineGroup
Luminist Capital LLC167$28.2K0.03%013F-HRTimeline
HM PAYSON & CO166$27.9K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.150$25.2K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.133$22.4K<0.01%+2813F-HRTimeline
Copia Wealth Management125$21K0.02%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…118$19.9K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC101$16.9K<0.01%+1913F-HRTimeline
2UniFi Bank93$15.7K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…86$14.4K<0.01%013F-HRTimelineGroup
Elevated Capital Advisors, LLC67$11.3K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…67$11.2K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd63$10.6K<0.01%-313F-HRTimeline
Wealth Watch Advisors, INC62$10.4K<0.01%-2713F-HRTimeline
Golden State Wealth Management, LLC50$8.41K<0.01%013F-HRTimeline
Financial Perspectives, Inc50$8.41K<0.01%new13F-HRTimeline
Caldwell Trust Co50$8.41K<0.01%013F-HRTimeline
Tidemark, LLC47$7.91K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/40$6.73K<0.01%013F-HRTimelineGroup
DecisionPoint Financial, LLC34$5.72K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC34$5.72K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC31$5.22K<0.01%new13F-HRTimeline
Eukles Asset Management25$4.21K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC23$3.87K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC12$2K<0.01%013F-HRTimeline
Bogart Wealth, LLC9$1.51K<0.01%013F-HRTimeline
POM Investment Strategies, LLC9$1.51K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.7$1.18K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4$673<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$505<0.01%-10113F-HRTimelineGroup