FXL Institutional Ownership & Shareholders
FIRST TRUST TECHNOLOGY ALPHA (FXL) is currently held by 286 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.07B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
First Trust Advisors Lp is currently the largest disclosed institutional shareholder of FXL tracked by InsiderSet, reporting ownership valued at approximately $809.26M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $795.77M, representing an estimated loss of -1.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed FXL value among the investors covered in this analysis. Major shareholders include First Trust Advisors Lp, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST TECHNOLOGY ALPHA (FXL).
This page ranks the largest institutional FXL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
286
Total Reported Value
$2.07B
Largest Holder
First Trust Advisors Lp
Largest Position
$809.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| First Trust Advisors Lp | 0.48% | 3,725,523 | $809,258,106 | $795,771,713 | -$13,486,393 | -1.67% | |
| Morgan Stanley | 0.01% | 750,232 | $162,965,758 | $160,249,555 | -$2,716,203 | -1.67% | |
| Lpl Financial Llc | 0.03% | 581,363 | $126,283,586 | $124,179,137 | -$2,104,449 | -1.67% | |
| Wells Fargo & Company/Mn | 0.02% | 534,953 | $116,202,540 | $114,265,961 | -$1,936,579 | -1.67% | |
| Raymond James Financial Inc | 0.02% | 381,359 | $82,838,767 | $81,458,282 | -$1,380,485 | -1.67% | |
| Bnp Paribas Financial Markets | 0.04% | 350,000 | $76,027,000 | $74,760,000 | -$1,267,000 | -1.67% | |
| Ubs Group Ag | 0.01% | 191,572 | $41,613,270 | $40,919,779 | -$693,491 | -1.67% | |
| Commonwealth Equity Services, Llc | 0.03% | 121,462 | $26,842,997 | $25,944,283 | -$898,714 | -3.35% | |
| Truist Financial Corp | 0.03% | 120,464 | $26,622,526 | $25,731,110 | -$891,416 | -3.35% | |
| Ameriprise Financial Inc | 0.00% | 111,813 | $24,267,923 | $23,883,257 | -$384,666 | -1.59% | |
| Bank Of America Corp | 0.00% | 110,937 | $24,097,784 | $23,696,143 | -$401,641 | -1.67% | |
| Genesee Capital Advisors, Llc | 7.27% | 104,500 | $23,094,512 | $22,321,200 | -$773,312 | -3.35% | |
| Nilsine Partners, Llc | 1.55% | 100,319 | $22,170,499 | $21,428,138 | -$742,361 | -3.35% | |
| Envestnet Asset Management Inc | 0.00% | 95,685 | $20,784,783 | $20,438,316 | -$346,467 | -1.67% | |
| &Partners | 0.08% | 94,634 | $20,522,459 | $20,213,822 | -$308,637 | -1.50% | |
| Stifel Financial Corp | 0.02% | 90,974 | $19,761,964 | $19,432,046 | -$329,918 | -1.67% | |
| Newedge Advisors, Llc | 0.06% | 89,362 | $19,411,131 | $19,087,723 | -$323,408 | -1.67% | |
| Cetera Investment Advisers | 0.02% | 80,823 | $17,556,464 | $17,263,793 | -$292,671 | -1.67% | |
| Janney Montgomery Scott Llc | 0.03% | 80,446 | $17,475,000 | $17,183,266 | -$291,734 | -1.67% | |
| Advisory Services Network, Llc | 0.19% | 78,526 | $17,057,418 | $16,773,154 | -$284,264 | -1.67% | |
| Vestmark Advisory Solutions, Inc. | 0.16% | 78,113 | $16,967,706 | $16,684,937 | -$282,769 | -1.67% | |
| Osaic Holdings, Inc. | 0.02% | 74,175 | $16,123,595 | $15,843,780 | -$279,815 | -1.74% | |
| Royal Bank Of Canada | 0.00% | 68,672 | $14,916,000 | $14,668,339 | -$247,661 | -1.66% | |
| Arax Advisory Partners | 0.10% | 67,443 | $14,650,051 | $14,405,825 | -$244,226 | -1.67% | |
| Mai Capital Management | 0.05% | 65,270 | $14,177,896 | $13,941,672 | -$236,224 | -1.67% | |
| Rvw Wealth, Llc | 0.90% | 63,410 | $14,013,693 | $13,544,376 | -$469,317 | -3.35% | |
| Choice Wealth Advisors Llc | 3.94% | 51,611 | $11,405,940 | $11,024,110 | -$381,830 | -3.35% | |
| Creative Planning | 0.01% | 47,479 | $10,492,801 | $10,141,514 | -$351,287 | -3.35% | |
| D.A. Davidson & Co. | 0.05% | 42,924 | $9,486,204 | $9,168,566 | -$317,638 | -3.35% | |
| Waverly Advisors, Llc | 0.05% | 35,928 | $7,804,377 | $7,674,221 | -$130,156 | -1.67% | |
| Citadel Advisors Llc | 0.00% | 33,414 | $7,258,189 | $7,137,230 | -$120,959 | -1.67% | |
| Iht Wealth Management, Llc | 0.14% | 31,334 | $6,806,374 | $6,692,942 | -$113,432 | -1.67% | |
| Captrust Financial Advisors | 0.01% | 31,302 | $6,799,380 | $6,686,107 | -$113,273 | -1.67% | |
| Proactive Wealth Strategies Llc | 1.08% | 31,027 | $6,740,528 | $6,627,367 | -$113,161 | -1.68% | |
| Baird Financial Group, Inc. | 0.01% | 30,995 | $6,732,734 | $6,620,532 | -$112,202 | -1.67% | |
| Oppenheimer & Co Inc | 0.07% | 28,977 | $6,403,917 | $6,189,487 | -$214,430 | -3.35% | |
| Kestra Private Wealth Services, Llc | 0.07% | 28,905 | $6,388,107 | $6,174,108 | -$213,999 | -3.35% | |
| Virtue Capital Management, Llc | 0.78% | 26,949 | $5,955,729 | $5,756,306 | -$199,423 | -3.35% | |
| Ironbridge Private Wealth, Llc | 1.94% | 27,169 | $5,901,651 | $5,803,298 | -$98,353 | -1.67% | |
| Us Bancorp \De\ | 0.01% | 24,543 | $5,331,286 | $5,242,385 | -$88,901 | -1.67% | |
| Rockefeller Capital Management L.P. | 0.01% | 23,321 | $5,065,897 | $4,981,366 | -$84,531 | -1.67% | |
| Triton Wealth Management, Pllc | 1.51% | 24,055 | $4,914,818 | $5,138,148 | +$223,330 | +4.54% | |
| Susquehanna International Group, Llp | 0.00% | 20,849 | $4,528,820 | $4,453,346 | -$75,474 | -1.67% | |
| Benjamin Edwards Inc | 0.04% | 20,699 | $4,498,048 | $4,421,306 | -$76,742 | -1.71% | |
| Kestra Advisory Services, Llc | 0.01% | 19,812 | $4,378,392 | $4,231,843 | -$146,549 | -3.35% | |
| Chicago Partners Investment Group Llc | 0.07% | 17,711 | $3,892,191 | $3,783,070 | -$109,121 | -2.80% | |
| Jones Financial Companies Lllp | 0.00% | 18,284 | $3,787,261 | $3,905,462 | +$118,201 | +3.12% | |
| Stephens Inc | 0.04% | 15,606 | $3,389,935 | $3,333,442 | -$56,493 | -1.67% | |
| L & S Advisors Inc | 0.33% | 14,888 | $3,233,907 | $3,180,077 | -$53,830 | -1.66% | |
| Socha Financial Group, Llc | 1.27% | 14,414 | $3,131,009 | $3,078,830 | -$52,179 | -1.67% |
Frequently asked questions about FXL
Who are the largest institutional holders of FXL?
The largest institutional holders of FXL reported in the latest SEC Form 13F filings include First Trust Advisors Lp, Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported FXL position.
What is FXL institutional ownership?
This page tracks FXL positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST TECHNOLOGY ALPHA (FXL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FXL?
InsiderSet currently tracks 286 institutional managers reporting FXL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FXL shareholders.
How much FXL stock do institutions own?
Institutional investment managers disclosed approximately $2.07B in FXL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FXL institutional ownership last updated?
The latest FXL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FXL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FXL position after the reporting date.
Are institutions buying or selling FXL?
Institutional buying and selling can be analyzed by comparing FXL positions across consecutive 13F reporting periods. InsiderSet's FXL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FXL ownership changes.
How has FXL institutional ownership changed over time?
InsiderSet tracks FXL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.