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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
MORGAN STANLEYin group MORGAN STANLEY681,271$108M0.01%-5,90413F-HRTimelineGroup
LPL Financial LLC563,382$89.5M0.02%-13,18613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN447,401$71.1M0.01%-56,89113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC433,582$68.9M0.02%+34,25913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding185,300$29.4M+38,763Timeline
COMMONWEALTH EQUITY SERVICES, LLC126,222$20.1M0.03%-3,55513F-HRTimeline
Genesee Capital Advisors, LLC115,214$18.3M7.67%-1,11913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/110,093$17.5M<0.01%-5,90413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP99,900$15.9M0.02%-1,21813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC94,558$15M<0.01%+2,64813F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding93,218$14.8M+2,825Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP86,737$13.8M0.01%-2,02613F-HRTimelineGroup
Cetera Investment Advisers81,370$12.9M0.01%-3,50713F-HRTimeline
Vestmark Advisory Solutions, Inc.78,113$12.4M0.14%-1,85413F-HRTimeline
Janney Montgomery Scott LLC77,905$12.4M0.03%-2,73713F-HRTimeline
MAI Capital Management66,420$10.6M0.06%-1,34913F-HRTimeline
RVW Wealth, LLC61,631$9.79M0.76%-3,93613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA58,013$9.22M<0.01%-7,83813F-HRTimelineGroup
Choice Wealth Advisors LLC57,375$9.12M3.58%+1,46413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.55,317$8.8M0.01%-13,10313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding51,221$8.14M+310Timeline
Creative Planningin group Creative Planning47,792$7.59M0.01%-1,21813F-HRTimelineGroup
Cambridge Investment Research Advisors,…45,594$7.24M0.02%+1,15513F-HRTimeline
D.A. DAVIDSON & CO.39,964$6.35M0.04%-1,86813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,819$5.53M0.01%-10,15813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS33,586$5.31M0.01%-46313F-HRTimeline
Waverly Advisors, LLC32,410$5.15M0.04%-12513F-HRTimeline
IHT Wealth Management, LLC31,384$4.99M0.12%-10013F-HRTimeline
Proactive Wealth Strategies LLC31,169$4.95M0.93%+14,97213F-HRTimeline
Chicago Partners Investment Group LLC25,292$4.68M0.1%-61213F-HRTimeline
Triton Wealth Management, PLLC27,731$4.52M1.68%-2,28713F-HRTimeline
Independent Advisor Alliance27,249$4.33M0.05%new13F-HRTimeline
CX Institutional27,019$4.29M0.13%+21,38513F-HRTimeline
NewEdge Advisors, LLC26,544$4.22M0.02%-1,46013F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…25,224$4.01M0.01%+2,15313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\24,526$3.9M<0.01%+12613F-HRTimelineGroup
Schrum Private Wealth Management LLC21,536$3.42M2.61%-88813F-HRTimeline
Farther Finance Advisors, LLC17,268$2.8M0.03%+4,13213F-HRTimeline
&PARTNERS16,176$2.57M0.01%-3,09113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…16,005$2.54M0.03%+5013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP15,950$2.49M<0.01%+95713F-HRTimelineGroup
L & S Advisors Inc15,220$2.42M0.3%-19813F-HRTimeline
MTM Investment Management, LLC14,512$2.31M0.73%-10013F-HRTimeline
Socha Financial Group, LLC14,414$2.29M1.16%-36513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.13,649$2.17M<0.01%-68013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV12,896$2.05M<0.01%new13F-HRTimeline
Private Advisor Group, LLC11,983$1.9M0.01%-16313F-HRTimeline
Plotkin Financial Advisors, LLC11,118$1.77M0.89%013F-HRTimeline
HighTower Advisors, LLC11,038$1.75M<0.01%-50013F-HRTimeline
Paragon Private Wealth Management, LLC10,646$1.69M0.53%-26013F-HRTimeline
Novak & Powell Financial Services, Inc.10,072$1.6M0.86%-2013F-HRTimeline
Arax Advisory Partners9,860$1.57M0.04%+10213F-HRTimeline
CoreCap Advisors, LLC9,823$1.56M0.05%-18013F-HRTimeline
Retirement Planning Group, LLC9,511$1.51M0.05%+6213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,450$1.5M0.01%-3813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC9,182$1.46M<0.01%-7,92413F-HRTimelineGroup
TCFG Investment Advisors, LLCgroup of 2 filers holding8,884$1.41M+4,442Timeline
CWM, LLCin group CWM, LLC8,753$1.39M<0.01%+7413F-HRTimelineGroup
Bawa N Mallick Trust8,697$1.38M0.57%013F-HRTimeline
Three Seasons Wealth, LLC8,693$1.38M0.53%-2913F-HRTimeline
IFP Advisors, Inc8,410$1.34M0.03%-24513F-HRTimeline
BETO FINANCIAL GROUP, LLC6,478$1.25M0.73%-8,03813F-HRTimeline
MML INVESTORS SERVICES, LLC7,679$1.22M<0.01%-1,41413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding7,660$1.22M-664Timeline
Arkadios Wealth Advisors7,565$1.2M0.02%-1,40313F-HRTimeline
Clear Creek Financial Management, LLC7,552$1.2M0.09%+10413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,401$1.18M<0.01%-85113F-HRTimelineGroup
Krilogy Financial LLC6,365$1.13M0.04%-12613F-HRTimeline
Stablepoint Partners, LLC7,103$1.13M0.17%+74713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,069$1.12M0.01%-31313F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC6,895$1.1M0.03%-29713F-HRTimeline
Elser Financial Planning, Inc6,786$1.09M0.05%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,328$1.06M0.01%+8013F-HRTimelineGroup
Prospera Financial Services Inc6,638$1.05M0.02%+13313F-HRTimeline
Gateway Wealth Partners, LLC6,094$968K0.04%+2,93213F-HRTimeline
HARBOUR INVESTMENTS, INC.6,045$960K0.01%+3,08813F-HRTimeline
Kesler, Norman & Wride, LLC5,515$876K0.15%-34113F-HRTimeline
TruWealth Advisors, LLC5,462$868K0.04%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,392$857K<0.01%+2113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,158$819K<0.01%-56713F-HRTimelineGroup
FMR LLCin group FMR LLC5,076$806K<0.01%-28313F-HRTimelineGroup
Warner Group LLC5,045$802K0.52%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,945$786K0.01%-41113F-HRTimelineGroup
Mutual Advisors, LLC4,905$779K0.02%-1013F-HRTimeline
Morey & Quinn Wealth Partners, LLC4,887$776K0.55%-113F-HRTimeline
BIP Wealth, LLC4,819$766K0.03%-23713F-HRTimeline
RFG Advisory, LLC4,751$755K0.01%-22913F-HRTimeline
Peak Planning Group, LLC4,741$753K0.21%-5813F-HRTimeline
Sound Income Strategies, LLC4,645$752K0.04%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,715$749K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC4,571$726K<0.01%+1,04413F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,475$711K0.01%-51613F-HRTimelineGroup
Dorsey Wright & Associates4,457$708K0.09%new13F-HRTimeline
WEDBUSH SECURITIES INC4,448$707K0.02%-46713F-HRTimeline
Worthington Financial Partners, LLC4,264$677K0.58%+46313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,435$676K<0.01%+63813F-HR/ATimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC4,188$665K0.01%013F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,072$660K0.05%-31913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…4,123$655K<0.01%+3,94913F-HRTimelineGroup
Alamea Verwaltungs GmbH3,410$621K0.46%013F-HRTimeline
Atria Investments, Inc3,871$615K0.01%+6913F-HRTimeline
Beacon Pointe Advisors, LLC3,853$612K<0.01%-32213F-HRTimeline
Sanctuary Advisors, LLC3,698$588K<0.01%-613F-HRTimeline
Foundations Investment Advisors, LLC3,320$527K0.01%-7913F-HRTimeline
Prime Capital Investment Advisors, LLC3,301$524K0.01%+22813F-HRTimeline
Regal Investment Advisors LLC3,250$516K0.03%013F-HRTimeline
Venture Visionary Partners LLC3,250$516K0.02%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,227$513K0.02%+1613F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED3,223$512K0.04%013F-HRTimeline
EQUITABLE TRUST CO3,100$492K0.02%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…3,000$477K0.36%013F-HRTimeline
ADAPT WEALTH ADVISORS, LLC2,986$474K0.17%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.2,982$474K<0.01%013F-HRTimelineGroup
RCW Management, LLC2,935$466K0.48%013F-HRTimeline
TrueWealth Advisors, LLC2,868$456K0.11%-11713F-HRTimeline
Sargent Investment Group, LLC2,795$444K0.06%013F-HRTimeline
Clarus Wealth Advisors2,641$434K0.19%+14313F-HRTimeline
Dale Q Rice Investment Management Ltd2,720$432K0.33%-513F-HRTimeline
Ausdal Financial Partners, Inc.2,668$424K0.02%013F-HRTimeline
Keating Financial Advisory Services, In…2,651$421K0.07%+22313F-HRTimeline
Cyndeo Wealth Partners, LLC2,642$420K0.02%013F-HRTimeline
World Investment Advisors2,589$411K0.01%013F-HRTimeline
Quadrant Private Wealth Management, LLC2,587$411K0.06%013F-HRTimeline
Worth Financial Advisory Group, LLC180$404K0.18%-2,45713F-HRTimeline
Vigil Wealth Management, LLC2,513$399K0.32%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,486$395K0.01%013F-HRTimelineGroup
Capital Square, LLC2,120$392K0.18%+34313F-HRTimeline
Kraft, Davis & Associates, LLC2,110$390K0.08%013F-HRTimeline
OLD NATIONAL BANCORP /IN/2,390$380K0.01%+5913F-HRTimeline
Truvestments Capital LLC2,219$353K0.06%-13013F-HRTimeline
Grantvest Financial Group LLC2,181$346K0.22%013F-HRTimeline
RPg Family Wealth Advisory, LLC2,177$346K0.07%-75913F-HRTimeline
Risk Paradigm Group, LLC2,100$334K0.28%-75913F-HRTimeline
Intrua Financial, LLC2,099$334K0.04%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,085$331K0.01%013F-HRTimeline
Argent Trust Co2,081$331K0.01%013F-HRTimeline
HFG Advisors, Inc.2,036$323K0.23%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,015$320K<0.01%013F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC2,006$318K0.02%013F-HRTimeline
Destiny Wealth Partners, LLC1,980$315K0.03%013F-HRTimeline
Institute for Wealth Management, LLC.1,950$310K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…1,850$294K<0.01%-15213F-HRTimeline
L. Roy Papp & Associates, LLP1,843$293K0.03%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …1,818$289K<0.01%+4413F-HRTimelineGroup
Nilsine Partners, LLC1,539$283K0.02%-20013F-HRTimeline
TradeWell Securities, LLC.1,722$274K0.12%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,720$273K0.01%-45013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA1,780$271K0.01%-15013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…1,699$270K0.11%-23913F-HRTimeline
Quantinno Capital Management LP1,659$264K<0.01%new13F-HRTimeline
NWF Advisory Services Inc.1,650$262K0.03%013F-HRTimeline
Summit Financial, LLC1,647$262K<0.01%-15513F-HRTimeline
Advisory Services Network, LLC1,638$260K<0.01%013F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC1,625$258K0.19%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,592$253K0.01%-1013F-HRTimeline
Wealth Management Associates, Inc.1,588$252K0.09%+1813F-HRTimeline
One Charles Private Wealth Services, LLC1,557$247K0.06%013F-HRTimeline
Americana Partners, LLC1,554$247K0.01%013F-HRTimeline
OneDigital Investment Advisors LLC1,551$246K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,508$246K<0.01%-2,47613F-HRTimeline
REAP Financial Group, LLC1,518$241K0.05%013F-HRTimeline
Betterment LLC1,516$241K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,466$240K<0.01%013F-HRTimeline
Quantum Private Wealth, LLC1,500$238K0.07%013F-HRTimeline
CHOREO, LLC1,488$236K<0.01%013F-HRTimeline
Sovran Advisors, LLC1,249$232K0.02%013F-HRTimeline
Cypress Wealth Services, LLC1,456$231K0.03%013F-HRTimeline
Kingsview Wealth Management, LLC1,449$230K<0.01%-1013F-HRTimeline
REDSTONE WEALTH MANAGEMENT, LLC1,437$228K0.18%-1213F-HRTimeline
LVZ, Inc.1,337$212K0.02%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,333$212K<0.01%+1,00013F-HRTimelineGroup
Impact Partnership Wealth, LLC1,300$207K0.03%+5013F-HRTimeline
Cresset Asset Management, LLC1,279$203K<0.01%013F-HRTimeline
MATHER GROUP, LLC.1,264$201K<0.01%-14713F-HRTimeline
ABLE Financial Group, LLC1,261$200K0.04%-7513F-HRTimeline
Delos Wealth Advisors, LLC1,254$199K0.11%013F-HRTimeline
AMERIFLEX GROUP, INC.1,249$198K0.1%+2113F-HRTimeline
GAMMA Investing LLC1,200$191K0.01%013F-HRTimeline
Blue Trust, Inc.1,193$190K<0.01%-4613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,172$186K<0.01%-17013F-HRTimeline
Integrity Financial Corp /WA1,156$184K0.09%013F-HRTimeline
ABOUND FINANCIAL, LLC1,019$162K0.07%-4513F-HRTimeline
Smartleaf Asset Management LLC1,059$161K0.01%+15913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,000$159K<0.01%013F-HRTimelineGroup
ATWOOD & PALMER INC800$127K0.01%013F-HRTimeline
RMG Wealth Management LLC600$119K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.729$116K0.02%013F-HRTimeline
Geneos Wealth Management Inc.717$114K<0.01%013F-HRTimeline
Crews Bank & Trust692$110K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC671$107K<0.01%+1913F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC661$105K0.04%013F-HRTimeline
Sunbelt Securities, Inc.638$101K0.01%013F-HRTimeline
WealthShield Partners, LLC636$101K0.01%-2013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management626$99.5K<0.01%013F-HRTimelineGroup
MCF Advisors LLC616$97.9K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL615$97.7K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/526$83.6K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.506$80.4K0.07%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV490$77.9K<0.01%+8513F-HRTimeline
Biltmore Family Office, LLC438$69.6K0.01%013F-HRTimeline