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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
MORGAN STANLEYin group MORGAN STANLEY720,754$113M0.01%+17,76013F-HRTimelineGroup
LPL Financial LLC538,390$84.7M0.03%+42,40313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN527,521$83M0.02%-55,54013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC425,938$67M0.02%-3,44213F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.168,840$26.6M0.38%+67,82613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.150,416$23.7M0.04%-7,32313F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG144,388$22.7M<0.01%-8,30013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC135,647$21.3M0.03%+97113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/126,630$19.9M<0.01%-18,47713F-HRTimelineGroup
Genesee Capital Advisors, LLC108,328$17M7.64%+77613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP105,740$16.6M0.02%+3,66013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding100,151$15.8M+4,787Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC89,050$14M<0.01%+5,02213F-HRTimelineGroup
Janney Montgomery Scott LLC87,280$13.7M0.04%-4,75813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP80,631$12.7M0.01%+7,64613F-HRTimelineGroup
MAI Capital Management76,150$12M0.08%-1,76413F-HRTimeline
Cetera Investment Advisers70,515$11.1M0.02%+1,44213F-HRTimeline
RVW Wealth, LLC68,521$10.8M0.92%-10,01513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA62,787$9.88M<0.01%-4,81613F-HR/ATimelineGroup
Choice Wealth Advisors LLC57,112$8.99M4.06%-68013F-HRTimeline
Creative Planningin group Creative Planning50,563$7.96M0.01%-49,20513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding50,484$7.94M-1,420Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,632$7.18M0.01%+3,02613F-HRTimelineGroup
D.A. DAVIDSON & CO.42,714$6.72M0.05%-27513F-HRTimeline
Cambridge Investment Research Advisors,…42,698$6.72M0.02%-29113F-HRTimeline
Strategic Blueprint, LLC36,654$5.77M0.28%-31713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS34,415$5.42M0.01%-19813F-HRTimeline
Triton Wealth Management, PLLC32,750$5.24M2.23%13F-HRTimeline
IHT Wealth Management, LLC32,340$5.09M0.14%-22713F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC29,703$4.67M0.9%-80313F-HRTimeline
Chicago Partners Investment Group LLC27,526$4.4M0.13%-71713F-HRTimeline
NewEdge Advisors, LLC25,212$3.97M0.02%+1,36913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,765$3.9M0.01%-7913F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.22,788$3.59M0.02%-6313F-HRTimeline
Schrum Private Wealth Management LLC22,424$3.53M2.83%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\20,630$3.25M<0.01%+30113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,777$3.11M<0.01%+15,15313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,234$2.87M<0.01%-3,17613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC16,510$2.6M0.01%+1,18213F-HRTimeline
Socha Financial Group, LLC16,392$2.58M1.15%-2,23213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…16,261$2.56M0.04%+113F-HRTimelineGroup
Proactive Wealth Strategies LLC16,242$2.56M1.21%-2013F-HRTimeline
Wealth Watch Advisors, INC15,724$2.47M1.44%-1,32413F-HRTimeline
MTM Investment Management, LLC14,916$2.35M0.79%-5513F-HRTimeline
L & S Advisors Inc14,885$2.34M0.23%+1,26213F-HRTimeline
Brueske Advisory Services, LLC14,653$2.31M1.57%-42813F-HRTimeline
CoreCap Advisors, LLC14,237$2.24M0.09%-40913F-HRTimeline
Farther Finance Advisors, LLC12,988$2.04M0.04%+14813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,563$1.98M<0.01%-56013F-HRTimelineGroup
HighTower Advisors, LLC11,710$1.84M<0.01%-113F-HRTimeline
Private Advisor Group, LLC11,633$1.83M0.01%-213F-HRTimeline
Plotkin Financial Advisors, LLC11,118$1.75M0.97%013F-HRTimeline
Paragon Private Wealth Management, LLC11,003$1.73M0.69%-93713F-HRTimeline
Novak & Powell Financial Services, Inc.10,092$1.59M1.1%-8013F-HRTimeline
Arkadios Wealth Advisors9,937$1.56M0.05%+53513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,986$1.55M<0.01%+1,19413F-HRTimelineGroup
Arax Advisory Partners9,803$1.54M0.07%+57713F-HRTimeline
TFG Advisers LLC9,291$1.46M0.5%-4613F-HRTimeline
Three Seasons Wealth, LLC9,278$1.46M0.17%-69613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,952$1.41M0.02%+1,13913F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…8,950$1.41M0.18%-62613F-HRTimeline
IFP Advisors, Inc8,697$1.37M0.04%-15413F-HRTimeline
Bawa N Mallick Trust8,697$1.37M0.57%013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding8,237$1.3M+1,173Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,180$1.29M<0.01%+49213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,804$1.23M<0.01%-49513F-HRTimelineGroup
Clear Creek Financial Management, LLC7,624$1.2M0.11%-71813F-HRTimeline
Retirement Planning Group, LLC7,557$1.19M0.05%+4,42713F-HRTimeline
CWM, LLCin group CWM, LLC7,138$1.12M<0.01%-23313F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC7,132$1.12M0.04%-12513F-HRTimeline
RFG Advisory, LLC6,986$1.1M0.03%-10313F-HRTimeline
Focus Financial Network, Inc.6,979$1.1M0.04%+69913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,554$1.03M0.01%-12713F-HRTimelineGroup
Prospera Financial Services Inc6,261$986K0.02%+18913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,096$959K0.01%013F-HRTimelineGroup
Kesler, Norman & Wride, LLC6,022$948K0.17%-13213F-HRTimeline
Stablepoint Partners, LLC5,788$911K0.15%+14613F-HRTimeline
TruWealth Advisors, LLC5,562$875K0.05%013F-HRTimeline
Mutual Advisors, LLC5,431$874K0.02%+5113F-HRTimeline
&PARTNERS5,357$859K0.01%+6213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,362$844K<0.01%-17813F-HRTimelineGroup
WEDBUSH SECURITIES INC5,275$830K0.03%-2013F-HRTimeline
WMG Financial Advisors, LLC5,105$803K0.3%-9413F-HRTimeline
COMERICA BANK5,066$797K<0.01%-3913F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,998$786K0.02%013F-HRTimelineGroup
FMR LLCin group FMR LLC4,890$769K<0.01%-8013F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC4,888$769K0.62%-413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,801$755K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,457$701K0.06%-2013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC4,442$699K0.32%-1513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC4,403$693K<0.01%-613F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC4,379$689K0.02%+1,90013F-HRTimeline
Coppell Advisory Solutions LLC4,273$665K0.08%013F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,157$654K0.01%-3,85113F-HRTimelineGroup
Atria Investments, Inc4,042$636K0.01%-2113F-HRTimeline
Atria Wealth Solutions, Inc.4,013$631K0.01%+75013F-HRTimeline
Sanctuary Advisors, LLC4,001$630K<0.01%-26013F-HRTimeline
Regal Investment Advisors LLC3,797$597K0.04%013F-HRTimeline
Beacon Pointe Advisors, LLC3,780$595K0.01%-30013F-HRTimeline
Tyler-Stone Wealth Management3,544$558K0.09%-1,02613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,388$542K<0.01%+38813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,411$537K0.02%-33313F-HRTimelineGroup
Alamea Verwaltungs GmbH3,410$537K0.4%013F-HRTimeline
Gateway Wealth Partners, LLC3,383$532K0.1%+3513F-HRTimeline
Clarus Wealth Advisors3,332$532K0.25%013F-HRTimeline
Venture Visionary Partners LLC3,250$511K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,234$509K0.01%-13713F-HRTimeline
Waverly Advisors, LLC3,226$508K0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC3,183$501K0.01%-63613F-HRTimeline
IFG Advisory, LLC3,133$493K0.02%-6413F-HRTimeline
Dale Q Rice Investment Management Ltd3,078$483K0.4%-3,13213F-HRTimeline
TrueWealth Advisors, LLC2,995$471K0.14%-4013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,982$469K<0.01%013F-HRTimelineGroup
Sargent Investment Group, LLC2,795$445K0.06%013F-HRTimeline
Truvestments Capital LLC2,792$439K0.09%-17413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,654$418K<0.01%-3,75113F-HRTimelineGroup
Cyndeo Wealth Partners, LLC2,642$416K0.02%013F-HRTimeline
Worth Financial Advisory Group, LLC2,619$412K0.25%-10013F-HRTimeline
Betterment LLC2,593$408K<0.01%-4613F-HRTimeline
Quadrant Private Wealth Management, LLC2,587$407K0.08%013F-HRTimeline
Global Retirement Partners, LLC2,584$407K0.01%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,574$405K0.01%013F-HRTimelineGroup
Ausdal Financial Partners, Inc.2,528$398K0.03%-34813F-HRTimeline
OLD NATIONAL BANCORP /IN/2,518$396K0.01%013F-HRTimeline
Foundations Investment Advisors, LLC2,444$385K0.01%new13F-HRTimeline
Bison Wealth, LLC2,398$377K0.03%-1,17913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,356$371K0.02%-1613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,311$364K<0.01%-1513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP2,277$358K<0.01%new13F-HR/ATimelineGroup
Grantvest Financial Group LLC2,201$346K0.26%013F-HRTimeline
Kraft, Davis & Associates, LLC2,110$343K0.09%013F-HRTimeline
B. Riley Wealth Advisors, Inc.2,122$334K0.02%-3,99213F-HRTimeline
Arete Wealth Advisors, LLC2,083$328K0.02%-5213F-HRTimeline
Steward Partners Investment Advisory, L…2,082$328K<0.01%-11113F-HRTimeline
Argent Trust Co2,081$327K0.01%013F-HRTimeline
HFG Advisors, Inc.2,036$320K0.25%013F-HRTimeline
Empower Advisory Group, LLC2,015$317K<0.01%013F-HRTimeline
REAP Financial Group, LLC2,005$315K0.07%-1,28813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,006$315K0.02%013F-HRTimeline
Destiny Wealth Partners, LLC1,980$312K0.04%013F-HRTimeline
Institute for Wealth Management, LLC.1,950$307K0.03%013F-HRTimeline
Capital Wealth Alliance, LLC1,912$301K0.16%-13913F-HRTimeline
COUNTRY CLUB BANK1,930$300K0.02%013F-HRTimeline
Nilsine Partners, LLC1,866$294K0.03%-91313F-HRTimeline
L. Roy Papp & Associates, LLP1,843$290K0.03%013F-HRTimeline
Summit Financial, LLC1,750$275K0.01%+7713F-HRTimeline
Capital Square, LLC1,747$273K0.15%new13F-HRTimeline
AE Wealth Management LLC1,736$273K<0.01%-2,28013F-HRTimeline
TradeWell Securities, LLC.1,722$271K0.13%013F-HRTimeline
NWF Advisory Services Inc.1,688$266K0.03%+3813F-HRTimeline
Intrua Financial, LLC1,674$263K0.04%-7013F-HRTimeline
Advisory Services Network, LLC1,638$262K<0.01%-5013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,629$256K0.01%new13F-HRTimelineGroup
RF&L WEALTH MANAGEMENT, LLC1,625$256K0.16%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC1,564$249K0.02%013F-HRTimeline
One Charles Private Wealth Services, LLC1,557$245K0.07%013F-HRTimeline
Americana Partners, LLC1,554$245K0.01%013F-HRTimeline
OneDigital Investment Advisors LLC1,551$244K<0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,535$242K<0.01%-29213F-HRTimelineGroup
ABOUND FINANCIAL, LLC1,533$241K0.11%-2113F-HRTimeline
Quantum Private Wealth, LLC1,500$236K0.08%new13F-HRTimeline
Wealth Management Associates, Inc.1,468$231K0.09%new13F-HRTimeline
Kingsview Wealth Management, LLC1,459$230K<0.01%new13F-HRTimeline
Cypress Wealth Services, LLC1,456$229K0.04%new13F-HRTimeline
Sovran Advisors, LLC1,378$220K0.02%new13F-HRTimeline
Impact Partnership Wealth, LLC1,399$220K0.04%new13F-HRTimeline
World Investment Advisors1,386$218K<0.01%new13F-HRTimeline
Pure Financial Advisors, LLC1,352$213K<0.01%new13F-HRTimeline
LVZ, Inc.1,337$210K0.03%new13F-HRTimeline
ABLE Financial Group, LLC1,336$210K0.05%new13F-HRTimeline
Blue Trust, Inc.1,331$209K<0.01%-113F-HRTimeline
Convergence Financial, LLC1,305$205K0.04%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,288$203K0.01%new13F-HRTimeline
Cresset Asset Management, LLC1,279$201K<0.01%-2,07913F-HR/ATimeline
Delos Wealth Advisors, LLC1,254$197K0.15%new13F-HRTimeline
Integrity Financial Corp /WA1,156$182K0.09%013F-HRTimeline
CX Institutional1,129$178K0.01%-43,89413F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,063$167K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,000$157K<0.01%-16013F-HRTimelineGroup
Sunbelt Securities, Inc.1,002$149K0.01%+35913F-HRTimeline
ATWOOD & PALMER INC900$142K0.01%-5013F-HRTimeline
Smartleaf Asset Management LLC900$140K0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC865$136K<0.01%new13F-HRTimeline
RMG Wealth Management LLC760$121K0.02%13F-HRTimeline
Geneos Wealth Management Inc.752$118K<0.01%-64413F-HRTimeline
Physician Wealth Advisors, Inc.729$115K0.02%013F-HRTimeline
Crews Bank & Trust692$109K0.02%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC661$104K0.04%013F-HRTimeline
WealthShield Partners, LLC655$103K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management626$98.5K<0.01%-20,02713F-HRTimelineGroup
MCF Advisors LLC616$96.9K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL615$96.8K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…607$95.6K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC561$88.3K<0.01%+40213F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/526$82.8K0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.506$79.6K0.08%13F-HRTimeline
Nova Wealth Management, Inc.489$76.9K0.06%-2213F-HRTimeline
Biltmore Family Office, LLC438$68.9K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC427$67.2K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV405$63.7K<0.01%013F-HRTimeline