FIRST TRUST TECHNOLOGY ALPHA FXL
$205.14
-3.4% 52w: $150.41 – $224.06
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data150.41187.24224.06
Jun 20, 2025 Jul 2, 2026
Institutional holders
243
-22 QoQ
13F value
$765.8M
-8.3% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
1.1×
$942K calls / $841K puts
Institutional value by quarter
Number of holders
Who owns FXL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 681.3K | $108.2M | 0.0% | -0.9% |
| LPL Financial LLC | Bank broker | 563.4K | $89.5M | 0.0% | -2.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 447.4K | $71.1M | 0.0% | -11.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 433.6K | $68.9M | 0.0% | +8.6% |
| UBS Group AG | Bank broker | 166.7K | $26.5M | 0.0% | +15.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 126.2K | $20.1M | 0.0% | -2.7% |
| Genesee Capital Advisors, LLC | Wealth advisor | 115.2K | $18.3M | 7.7% | -1.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 110.1K | $17.5M | 0.0% | -5.1% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 99.9K | $15.9M | 0.0% | -1.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 94.6K | $15.0M | 0.0% | +2.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 93.2K | $14.8M | 0.0% | +5.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 86.7K | $13.8M | 0.0% | -2.3% |
| Cetera Investment Advisers | Wealth advisor | 81.4K | $12.9M | 0.0% | -4.1% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 78.1K | $12.4M | 0.1% | -2.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 77.9K | $12.4M | 0.0% | -3.4% |
| MAI Capital Management | Wealth advisor | 66.4K | $10.6M | 0.1% | -2.0% |
| RVW Wealth, LLC | Wealth advisor | 61.6K | $9.8M | 0.8% | -6.0% |
| ROYAL BANK OF CANADA | Bank broker | 58.0K | $9.2M | 0.0% | -11.9% |
| Choice Wealth Advisors LLC | Wealth advisor | 57.4K | $9.1M | 3.6% | +2.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 55.3K | $8.8M | 0.0% | -19.2% |
| Creative Planning | Wealth advisor | 47.8K | $7.6M | 0.0% | -2.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 45.6K | $7.2M | 0.0% | +2.6% |
| D.A. DAVIDSON & CO. | Wealth advisor | 40.0K | $6.3M | 0.0% | -4.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 34.8K | $5.5M | 0.0% | -22.6% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 33.6K | $5.3M | 0.0% | -1.4% |
| Waverly Advisors, LLC | Wealth advisor | 32.4K | $5.1M | 0.0% | -0.4% |
| IHT Wealth Management, LLC | Wealth advisor | 31.4K | $5.0M | 0.1% | -0.3% |
| Proactive Wealth Strategies LLC | Wealth advisor | 31.2K | $5.0M | 0.9% | +92.4% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 30.1K | $4.8M | 0.1% | -3.3% |
| Chicago Partners Investment Group LLC | Wealth advisor | 25.3K | $4.7M | 0.1% | -2.4% |
| Triton Wealth Management, PLLC | Wealth advisor | 27.7K | $4.5M | 1.7% | -7.6% |
| Independent Advisor Alliance | Wealth advisor | 27.2K | $4.3M | 0.0% | New |
| CX Institutional | Wealth advisor | 27.0K | $4.3M | 0.1% | +379.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 26.5K | $4.2M | 0.0% | -5.2% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 25.2K | $4.0M | 0.0% | +9.3% |
| US BANCORP \DE\ | Wealth advisor | 24.5K | $3.9M | 0.0% | +0.5% |
| Schrum Private Wealth Management LLC | Wealth advisor | 21.5K | $3.4M | 2.6% | -4.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 21.1K | $3.4M | 0.0% | +6.8% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 18.6K | $3.0M | 0.0% | +739.8% |
| Farther Finance Advisors, LLC | Wealth advisor | 17.3K | $2.8M | 0.0% | +31.5% |
| &PARTNERS | Diversified mechanical | 16.2K | $2.6M | 0.0% | -16.0% |
| STEPHENS INC /AR/ | Diversified mechanical | 16.0K | $2.5M | 0.0% | +0.3% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 15.9K | $2.5M | 0.0% | +6.4% |
| L & S Advisors Inc | Other | 15.2K | $2.4M | 0.3% | -1.3% |
| MTM Investment Management, LLC | Other | 14.5K | $2.3M | 0.7% | -0.7% |
| Socha Financial Group, LLC | Wealth advisor | 14.4K | $2.3M | 1.2% | -2.5% |
| Baird Financial Group, Inc. | Diversified mechanical | 13.6K | $2.2M | 0.0% | -4.7% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 12.9K | $2.0M | 0.0% | New |
| Private Advisor Group, LLC | Wealth advisor | 12.0K | $1.9M | 0.0% | -1.3% |
| Plotkin Financial Advisors, LLC | Wealth advisor | 11.1K | $1.8M | 0.9% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.