FIRST TRUST TECHNOLOGY ALPHA (FXL) Institutional Shareholders
FIRST TRUST TECHNOLOGY ALPHA (FXL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $777.92M in FXL holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FXL tracked by InsiderSet, reporting ownership valued at approximately $108.23M in its March 31, 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 $146.58M, representing an estimated gain of +35.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed FXL value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, 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
255
Total Reported Value
$777.92M
Largest Holder
Morgan Stanley
Largest Position
$108.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
86
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 681,271 | $108,233,646 | $146,582,268 | +$38,348,622 | +35.43% | |
| Lpl Financial Llc | 0.02% | 563,382 | $89,504,460 | $121,217,271 | +$31,712,811 | +35.43% | |
| Wells Fargo & Company/Mn | 0.01% | 447,401 | $71,078,641 | $96,262,799 | +$25,184,158 | +35.43% | |
| Raymond James Financial Inc | 0.02% | 433,582 | $68,883,081 | $93,289,503 | +$24,406,422 | +35.43% | |
| Ubs Group Ag | 0.00% | 166,673 | $26,479,340 | $35,861,363 | +$9,382,023 | +35.43% | |
| Nilsine Partners, Llc | 1.47% | 97,521 | $21,183,512 | $20,982,618 | -$200,894 | -0.95% | |
| Commonwealth Equity Services, Llc | 0.03% | 126,222 | $20,052,960 | $27,157,926 | +$7,104,966 | +35.43% | |
| Genesee Capital Advisors, Llc | 7.67% | 115,214 | $18,304,041 | $24,789,444 | +$6,485,403 | +35.43% | |
| Bank Of America Corp | 0.00% | 110,093 | $17,490,432 | $23,687,610 | +$6,197,178 | +35.43% | |
| Truist Financial Corp | 0.02% | 99,900 | $15,871,100 | $21,494,484 | +$5,623,384 | +35.43% | |
| Ameriprise Financial Inc | 0.00% | 94,558 | $15,023,387 | $20,345,099 | +$5,321,712 | +35.42% | |
| Envestnet Asset Management Inc | 0.00% | 93,218 | $14,809,524 | $20,056,785 | +$5,247,261 | +35.43% | |
| Rvw Wealth, Llc | 0.91% | 63,865 | $13,872,837 | $13,741,193 | -$131,644 | -0.95% | |
| Stifel Financial Corp | 0.01% | 86,737 | $13,780,323 | $18,662,333 | +$4,882,010 | +35.43% | |
| Cetera Investment Advisers | 0.01% | 81,370 | $12,927,224 | $17,507,569 | +$4,580,345 | +35.43% | |
| Vestmark Advisory Solutions, Inc. | 0.14% | 78,113 | $12,409,812 | $16,806,793 | +$4,396,981 | +35.43% | |
| Choice Wealth Advisors Llc | 3.91% | 51,232 | $11,128,621 | $11,023,077 | -$105,544 | -0.95% | |
| Mai Capital Management | 0.06% | 66,420 | $10,552,207 | $14,290,927 | +$3,738,720 | +35.43% | |
| Royal Bank Of Canada | 0.00% | 58,013 | $9,218,000 | $12,482,077 | +$3,264,077 | +35.41% | |
| Osaic Holdings, Inc. | 0.01% | 55,317 | $8,796,280 | $11,902,006 | +$3,105,726 | +35.31% | |
| D.A. Davidson & Co. | 0.05% | 39,063 | $8,485,265 | $8,404,795 | -$80,470 | -0.95% | |
| Creative Planning | 0.01% | 47,792 | $7,592,692 | $10,282,927 | +$2,690,235 | +35.43% | |
| Susquehanna International Group, Llp | 0.01% | 34,819 | $5,531,694 | $7,491,656 | +$1,959,962 | +35.43% | |
| Captrust Financial Advisors | 0.01% | 33,586 | $5,310,717 | $7,226,364 | +$1,915,647 | +36.07% | |
| Waverly Advisors, Llc | 0.04% | 32,410 | $5,149,019 | $6,973,336 | +$1,824,317 | +35.43% | |
| Iht Wealth Management, Llc | 0.12% | 31,384 | $4,985,979 | $6,752,581 | +$1,766,602 | +35.43% | |
| Proactive Wealth Strategies Llc | 0.93% | 31,169 | $4,952,442 | $6,706,322 | +$1,753,880 | +35.41% | |
| Kestra Private Wealth Services, Llc | 0.06% | 30,087 | $4,779,876 | $6,473,519 | +$1,693,643 | +35.43% | |
| Chicago Partners Investment Group Llc | 0.10% | 25,292 | $4,675,421 | $5,441,827 | +$766,406 | +16.39% | |
| Triton Wealth Management, Pllc | 1.68% | 27,731 | $4,522,031 | $5,966,602 | +$1,444,571 | +31.95% | |
| Benjamin Edwards Inc | 0.04% | 20,699 | $4,498,048 | $4,453,597 | -$44,451 | -0.99% | |
| Independent Advisor Alliance | 0.05% | 27,249 | $4,329,016 | $5,862,895 | +$1,533,879 | +35.43% | |
| Rockefeller Capital Management L.P. | 0.01% | 25,224 | $4,007,417 | $5,427,196 | +$1,419,779 | +35.43% | |
| Us Bancorp \De\ | 0.00% | 24,526 | $3,896,535 | $5,277,014 | +$1,380,479 | +35.43% | |
| Schrum Private Wealth Management Llc | 2.61% | 21,536 | $3,421,424 | $4,633,686 | +$1,212,262 | +35.43% | |
| Kestra Advisory Services, Llc | 0.01% | 21,134 | $3,357,504 | $4,547,191 | +$1,189,687 | +35.43% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 18,627 | $2,959,271 | $4,007,785 | +$1,048,514 | +35.43% | |
| Farther Finance Advisors, Llc | 0.02% | 12,728 | $2,764,726 | $2,738,556 | -$26,170 | -0.95% | |
| &Partners | 0.01% | 16,176 | $2,569,843 | $3,480,428 | +$910,585 | +35.43% | |
| Stephens Inc | 0.03% | 16,005 | $2,542,714 | $3,443,636 | +$900,922 | +35.43% | |
| Jones Financial Companies Lllp | 0.00% | 15,950 | $2,487,918 | $3,431,802 | +$943,884 | +37.94% | |
| Triagen Wealth Management Llc | 0.62% | 11,426 | $2,481,956 | $2,458,418 | -$23,538 | -0.95% | |
| Mtm Investment Management, Llc | 0.73% | 14,512 | $2,305,521 | $3,122,402 | +$816,881 | +35.43% | |
| Socha Financial Group, Llc | 1.16% | 14,414 | $2,289,952 | $3,101,316 | +$811,364 | +35.43% | |
| Baird Financial Group, Inc. | 0.00% | 13,649 | $2,168,417 | $2,936,719 | +$768,302 | +35.43% | |
| Corecap Advisors, Llc | 0.06% | 9,514 | $2,066,631 | $2,047,032 | -$19,599 | -0.95% | |
| Mercer Global Advisors Inc | 0.00% | 12,896 | $2,048,796 | $2,774,703 | +$725,907 | +35.43% | |
| Private Advisor Group, Llc | 0.01% | 11,983 | $1,903,754 | $2,578,262 | +$674,508 | +35.43% | |
| Ifp Advisors, Inc | 0.03% | 8,410 | $1,826,820 | $1,809,496 | -$17,324 | -0.95% | |
| Plotkin Financial Advisors, Llc | 0.89% | 11,118 | $1,766,316 | $2,392,149 | +$625,833 | +35.43% |
Frequently asked questions about FXL
Who owns the most FXL stock?
The largest holders of FXL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST TECHNOLOGY ALPHA (FXL).
Is FXL widely held by superinvestors?
Many widely followed stocks like FXL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FXL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.