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Disclosery

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
MORGAN STANLEYin group MORGAN STANLEY702,994$93M0.01%-87,46413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN583,061$77.1M0.02%-18,82813F-HRTimelineGroup
LPL Financial LLC495,987$65.6M0.03%+3,36413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC429,380$56.8M0.02%-13,72513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.157,739$20.9M0.05%+22,38713F-HRTimelineGroup
UBS Group AGin group UBS Group AG152,688$20.2M<0.01%-9,26913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/145,107$19.2M<0.01%-7,01013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC134,676$17.8M0.03%-75113F-HRTimeline
Genesee Capital Advisors, LLC107,552$14.2M7.11%-5,27713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP102,080$13.5M0.02%+49513F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.101,014$13.4M0.34%-34,16413F-HRTimeline
Creative Planningin group Creative Planning99,768$13.2M0.01%+92,07013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding95,364$12.6M+6,638Timeline
Janney Montgomery Scott LLC92,038$12.2M0.03%-17,76713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC84,028$11.1M<0.01%+92313F-HRTimelineGroup
RVW Wealth, LLC78,536$10.4M0.98%-119,68013F-HRTimeline
MAI Capital Management77,914$10.3M0.08%-40613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP72,985$9.65M0.01%-1,00213F-HRTimelineGroup
Cetera Investment Advisers69,073$9.13M0.02%+54413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA67,603$8.94M<0.01%+4,87813F-HR/ATimelineGroup
Choice Wealth Advisors LLC57,792$7.64M3.98%+1,00113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding51,904$6.86M-1,529Timeline
CX Institutional45,023$5.95M0.22%new13F-HRTimeline
D.A. DAVIDSON & CO.42,989$5.69M0.05%-98313F-HRTimeline
Cambridge Investment Research Advisors,…42,989$5.68M0.02%-1,31313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,606$5.63M0.01%+34,24813F-HRTimelineGroup
Strategic Blueprint, LLC36,971$4.89M0.27%+2,59913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS34,613$4.58M0.01%+27,42313F-HRTimeline
IHT Wealth Management, LLC32,567$4.43M0.14%-5013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC30,506$4.03M0.85%-1,16213F-HRTimeline
Chicago Partners Investment Group LLC28,243$3.94M0.13%+26,09813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,844$3.29M0.01%-45613F-HRTimelineGroup
NewEdge Advisors, LLC23,843$3.15M0.02%-58,42313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.22,851$3.02M0.02%-5,73813F-HRTimeline
Schrum Private Wealth Management LLC22,424$2.97M2.61%-15013F-HRTimeline
WIN ADVISORS, INC22,118$2.93M1.5%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC21,410$2.83M<0.01%-12,83913F-HR/ATimelineGroup
Spire Wealth Managementin group Spire Wealth Management20,653$2.73M0.09%-15013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\20,329$2.69M<0.01%+72813F-HRTimelineGroup
Socha Financial Group, LLC18,624$2.46M1.2%-8,68113F-HRTimeline
Wealth Watch Advisors, INC17,048$2.25M1.83%-1,81413F-HRTimeline
Proactive Wealth Strategies LLC16,262$2.15M1.15%-42813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…16,260$2.15M0.03%-11213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC15,328$2.03M0.01%+8,78213F-HRTimeline
Brueske Advisory Services, LLC15,081$1.99M1.89%-2513F-HRTimeline
MTM Investment Management, LLC14,971$1.99M0.77%013F-HRTimeline
CoreCap Advisors, LLC14,646$1.94M0.09%-50313F-HRTimeline
L & S Advisors Inc13,623$1.8M0.22%-1,83113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,123$1.74M<0.01%+2,22013F-HR/ATimelineGroup
Farther Finance Advisors, LLC12,840$1.71M0.04%new13F-HRTimeline
Paragon Private Wealth Management, LLC11,940$1.58M0.73%-2,92313F-HRTimeline
HighTower Advisors, LLC11,711$1.55M<0.01%013F-HRTimeline
Private Advisor Group, LLC11,635$1.54M0.01%-45513F-HRTimeline
Plotkin Financial Advisors, LLC11,118$1.47M0.9%013F-HRTimeline
Novak & Powell Financial Services, Inc.10,172$1.35M0.84%013F-HRTimeline
Three Seasons Wealth, LLC9,974$1.32M0.65%-29713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…9,576$1.27M0.21%+70913F-HRTimeline
Arkadios Wealth Advisors9,402$1.24M0.05%013F-HRTimeline
TFG Advisers LLC9,337$1.23M0.45%+3013F-HRTimeline
Arax Advisory Partners9,226$1.22M0.08%-68513F-HRTimeline
IFP Advisors, Inc8,851$1.17M0.04%-24613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,792$1.17M<0.01%+1,95013F-HR/ATimelineGroup
Bawa N Mallick Trust8,697$1.15M0.54%013F-HRTimeline
Clear Creek Financial Management, LLC8,342$1.1M0.11%-29813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,299$1.1M<0.01%-5,33813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,008$1.06M0.03%-11,13113F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,813$1.03M0.01%-2513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,688$1.02M<0.01%-26913F-HRTimelineGroup
CWM, LLCin group CWM, LLC7,371$975K<0.01%+17813F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC7,257$960K0.04%-11613F-HRTimeline
RFG Advisory, LLC7,089$938K0.03%+71613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding7,064$934K-3,428Timeline
Stratos Wealth Partners, LTD.group of 2 filers holding6,681$884K-2,375Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,405$847K<0.01%-77613F-HRTimelineGroup
Focus Financial Network, Inc.6,280$831K0.03%-1,26713F-HRTimeline
Dale Q Rice Investment Management Ltd6,210$821K0.42%-37413F-HRTimeline
Kesler, Norman & Wride, LLC6,154$814K0.15%-11613F-HRTimeline
B. Riley Wealth Advisors, Inc.6,114$809K0.02%+1,52013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,096$806K0.01%013F-HRTimelineGroup
Prospera Financial Services Inc6,072$804K0.02%013F-HRTimeline
Stablepoint Partners, LLC5,642$746K0.14%-1,08713F-HRTimeline
TruWealth Advisors, LLC5,562$736K0.04%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,540$733K<0.01%-12213F-HRTimelineGroup
Mutual Advisors, LLC5,380$729K0.02%013F-HRTimeline
&PARTNERS5,295$705K0.01%+2013F-HRTimeline
WEDBUSH SECURITIES INC5,295$700K0.03%-8613F-HRTimeline
Peak Planning Group, LLC5,292$700K0.29%-12913F-HRTimeline
WMG Financial Advisors, LLC5,199$688K0.29%-26913F-HRTimeline
COMERICA BANK5,105$675K<0.01%-12913F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,998$661K0.02%013F-HRTimelineGroup
FMR LLCin group FMR LLC4,970$657K<0.01%+2,01113F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC4,892$647K0.54%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,801$635K<0.01%-5,40013F-HRTimelineGroup
RPg Family Wealth Advisory, LLC4,685$620K0.18%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,624$612K<0.01%+89513F-HRTimelineGroup
Tyler-Stone Wealth Management4,570$604K0.11%-21013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,477$592K0.05%-1,03513F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC4,457$589K0.3%013F-HRTimelineGroup
Coppell Advisory Solutions LLC4,273$584K0.08%-5,85713F-HRTimeline
Mariner, LLCin group Mariner, LLC4,409$583K<0.01%-87913F-HRTimelineGroup
Sanctuary Advisors, LLC4,261$564K<0.01%-42613F-HRTimeline
Beacon Pointe Advisors, LLC4,080$540K0.01%-7013F-HRTimeline
Atria Investments, Inc4,063$537K0.01%-89313F-HRTimeline
AE Wealth Management LLC4,016$531K<0.01%-2113F-HRTimeline
Prime Capital Investment Advisors, LLC3,819$505K0.01%+56513F-HRTimeline
Regal Investment Advisors LLC3,797$502K0.04%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,744$495K0.02%-25613F-HRTimelineGroup
Bison Wealth, LLC3,577$473K0.04%-1,25213F-HRTimeline
Alamea Verwaltungs GmbH3,410$451K0.39%13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,371$446K0.01%-12413F-HRTimeline
Cresset Asset Management, LLC3,358$444K<0.01%013F-HRTimeline
Gateway Wealth Partners, LLC3,348$443K0.1%-1,07913F-HRTimeline
SeaCrest Wealth Management, LLC3,335$441K0.05%-2213F-HRTimeline
REAP Financial Group, LLC3,293$435K0.11%-67613F-HRTimeline
Clarus Wealth Advisors3,332$434K0.23%-3,78413F-HRTimeline
Atria Wealth Solutions, Inc.3,263$432K0.01%-77013F-HRTimeline
Venture Visionary Partners LLC3,250$430K0.02%013F-HRTimeline
Waverly Advisors, LLC3,226$427K0.01%-13513F-HRTimeline
IFG Advisory, LLC3,197$423K0.02%+16713F-HRTimeline
Retirement Planning Group, LLC3,130$414K0.02%013F-HRTimeline
TrueWealth Advisors, LLC3,035$401K0.13%+20313F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,021$400K0.02%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,000$397K<0.01%-1,38813F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,982$394K<0.01%013F-HRTimelineGroup
Truvestments Capital LLC2,966$392K0.09%+22013F-HRTimeline
Ausdal Financial Partners, Inc.2,876$380K0.03%-49913F-HRTimeline
Sargent Investment Group, LLC2,795$370K0.06%013F-HRTimeline
Nilsine Partners, LLC2,779$368K0.04%-75913F-HRTimeline
Worth Financial Advisory Group, LLC2,719$360K0.23%-8013F-HRTimeline
Cyndeo Wealth Partners, LLC2,642$349K0.02%013F-HRTimeline
Betterment LLC2,639$349K<0.01%new13F-HRTimeline
Quadrant Private Wealth Management, LLC2,587$342K0.09%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,574$340K0.01%-413F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/2,518$333K0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,479$328K0.01%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,372$314K0.02%+613F-HR/ATimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,326$308K<0.01%-5913F-HRTimelineGroup
Grantvest Financial Group LLC2,201$291K0.24%-22913F-HRTimeline
Steward Partners Investment Advisory, L…2,193$290K<0.01%-47713F-HRTimeline
Arete Wealth Advisors, LLC2,135$282K0.02%013F-HRTimeline
DAVENPORT & Co LLC2,085$276K<0.01%013F-HRTimeline
Argent Trust Co2,081$275K0.01%013F-HRTimeline
Capital Wealth Alliance, LLC2,051$271K0.16%-3,15913F-HRTimeline
Richmond Investment Services, LLC2,048$271K0.15%013F-HRTimeline
HFG Advisors, Inc.2,036$269K0.23%013F-HRTimeline
Belvedere Trading LLC2,017$267K0.02%+1,00513F-HRTimeline
Empower Advisory Group, LLC2,015$266K<0.01%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,006$265K0.02%013F-HRTimeline
Kraft, Davis & Associates, LLC2,110$262K0.08%013F-HRTimeline
Destiny Wealth Partners, LLC1,980$262K0.04%013F-HRTimeline
Institute for Wealth Management, LLC.1,950$258K0.03%013F-HRTimeline
COUNTRY CLUB BANK1,930$257K0.02%013F-HRTimeline
L. Roy Papp & Associates, LLP1,843$244K0.03%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,827$242K<0.01%-14313F-HRTimelineGroup
Virtue Capital Management, LLC1,830$242K0.03%-44,20213F-HRTimeline
Intrua Financial, LLC1,744$231K0.04%-5413F-HRTimeline
TradeWell Securities, LLC.1,722$228K0.13%013F-HRTimeline
Advisory Services Network, LLC1,688$223K<0.01%013F-HRTimeline
Summit Financial, LLC1,673$221K0.01%-5,91913F-HRTimeline
NWF Advisory Services Inc.1,650$218K0.03%new13F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC1,625$215K0.15%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC1,564$212K0.02%013F-HRTimeline
PRIVATE TRUST CO NA1,570$208K0.02%013F-HRTimeline
One Charles Private Wealth Services, LLC1,557$206K0.07%013F-HRTimeline
Americana Partners, LLC1,554$206K0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC1,554$206K0.1%013F-HRTimeline
OneDigital Investment Advisors LLC1,551$205K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.1,447$191K0.08%-1,10613F-HRTimeline
Geneos Wealth Management Inc.1,396$185K<0.01%+84913F-HRTimeline
Blue Trust, Inc.1,332$176K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,063$158K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,160$153K<0.01%013F-HRTimelineGroup
Integrity Financial Corp /WA1,156$153K0.09%013F-HRTimeline
ATWOOD & PALMER INC950$126K0.01%-5013F-HRTimeline
Flaharty Asset Management, LLC850$112K0.02%new13F-HRTimeline
Physician Wealth Advisors, Inc.729$96.4K0.02%013F-HRTimeline
Tanglewood Legacy Advisors, LLC661$87.4K0.04%013F-HRTimeline
WealthShield Partners, LLC655$86.7K0.01%013F-HRTimeline
Sunbelt Securities, Inc.643$85K0.01%-35913F-HRTimeline
MCF Advisors LLC616$81.5K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL615$81.3K<0.01%013F-HRTimeline
Global Financial Private Client, LLC584$77.2K0.03%013F-HRTimeline
Nova Wealth Management, Inc.511$67.6K0.06%-38513F-HR/ATimeline
Hexagon Capital Partners LLC449$59.4K0.01%013F-HRTimeline
EPG Wealth Management LLC428$56.7K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV405$53.6K<0.01%-27913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…404$53.4K<0.01%+40113F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…369$48.8K<0.01%-20113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.389$44.9K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.292$38.7K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC291$38.5K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.279$36K<0.01%new13F-HRTimeline
Allworth Financial LP255$34.2K<0.01%+11213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC232$31K<0.01%-1,00813F-HRTimelineGroup
HHM Wealth Advisors, LLC234$30.9K<0.01%013F-HRTimeline
Westside Investment Management, Inc.209$27.6K0.01%013F-HRTimeline
Asset Dedication, LLC197$26.1K<0.01%013F-HRTimeline
Beacon Capital Management, LLC195$25.8K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.190$25.1K0.03%-15913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…174$23K<0.01%013F-HRTimelineGroup