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Disclosery

FXL FIRST TR EXCHANGE-TRADED FD

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TECH ALPHADEX (fund)

240 managers (244 13F filers) reported a position in FXL shares at 2026-03-31, 4,808,902 shares in all. 13 filers opened a position and 31 filers sold out during the quarter.

Managers
240
13F filers
244
New
13
Added
47
Reduced
90
Sold out
31
Shares held by filers
4,808,902

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BESSEMER GROUP INCin group BESSEMER GROUP INC387$62K<0.01%+15513F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC314$49.9K0.03%013F-HRTimeline
PRIVATE TRUST CO NA308$48.9K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.292$46.5K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC291$46.2K<0.01%013F-HR/ATimeline
Allworth Financial LP288$45.8K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC274$43.5K0.01%+4013F-HRTimeline
Hilton Head Capital Partners, LLC250$39.7K0.02%013F-HRTimeline
Nova Wealth Management, Inc.224$35.6K0.02%013F-HRTimeline
Asset Dedication, LLC197$31.3K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.190$30.2K0.03%013F-HRTimeline
HM PAYSON & CO166$26.4K<0.01%013F-HRTimeline
Westside Investment Management, Inc.164$26.1K<0.01%-4513F-HRTimeline
BARRETT & COMPANY, INC.150$23.8K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.133$21.1K<0.01%013F-HRTimeline
Copia Wealth Management125$19.9K0.01%013F-HRTimeline
Rossby Financial, LCC116$18.8K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…118$18.7K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC101$16K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC100$15.9K0.01%new13F-HRTimeline
2UniFi Bank93$14.8K0.01%013F-HRTimeline
Elevated Capital Advisors, LLC67$10.6K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…67$10.6K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…61$9.77K<0.01%-2513F-HRTimelineGroup
Golden State Wealth Management, LLC50$7.94K<0.01%013F-HRTimeline
Financial Perspectives, Inc50$7.94K<0.01%013F-HRTimeline
Caldwell Trust Co50$7.94K<0.01%013F-HRTimeline
Tidemark, LLC47$7.47K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd43$6.83K<0.01%-2013F-HRTimeline
Valued Wealth Advisors LLC34$5.4K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/30$4.77K<0.01%-1013F-HRTimelineGroup
Eukles Asset Management25$3.97K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC23$3.65K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC23$3.65K<0.01%new13F-HRTimeline
Larson Financial Group LLC20$3.18K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…15$2.39K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC9$1.43K<0.01%013F-HRTimeline
POM Investment Strategies, LLC9$1.43K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.7$1.11K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$159<0.01%-213F-HRTimelineGroup