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 $2.05B in FXL holdings during the latest filing period.
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 $802.67M, representing an estimated loss of -0.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% 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
283
Total Reported Value
$2.05B
Largest Holder
First Trust Advisors Lp
Largest Position
$809.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
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 | $802,669,891 | -$6,588,215 | -0.81% | |
| Morgan Stanley | 0.01% | 750,232 | $162,965,758 | $161,638,685 | -$1,327,073 | -0.81% | |
| Lpl Financial Llc | 0.03% | 581,363 | $126,283,586 | $125,255,589 | -$1,027,997 | -0.81% | |
| Wells Fargo & Company/Mn | 0.02% | 534,953 | $116,202,540 | $115,256,480 | -$946,060 | -0.81% | |
| Raymond James Financial Inc | 0.02% | 381,359 | $82,838,767 | $82,164,407 | -$674,360 | -0.81% | |
| Bnp Paribas Financial Markets | 0.04% | 350,000 | $76,027,000 | $75,408,060 | -$618,940 | -0.81% | |
| Ubs Group Ag | 0.01% | 191,572 | $41,613,270 | $41,274,494 | -$338,776 | -0.81% | |
| Commonwealth Equity Services, Llc | 0.03% | 124,399 | $27,021,954 | $26,801,964 | -$219,990 | -0.81% | |
| Ameriprise Financial Inc | 0.00% | 111,813 | $24,267,923 | $24,090,290 | -$177,633 | -0.73% | |
| Bank Of America Corp | 0.00% | 110,937 | $24,097,784 | $23,901,554 | -$196,230 | -0.81% | |
| Genesee Capital Advisors, Llc | 7.38% | 107,867 | $23,430,778 | $23,240,118 | -$190,660 | -0.81% | |
| Truist Financial Corp | 0.03% | 103,215 | $22,420,345 | $22,237,837 | -$182,508 | -0.81% | |
| Nilsine Partners, Llc | 1.47% | 97,521 | $21,183,512 | $21,011,055 | -$172,457 | -0.81% | |
| Envestnet Asset Management Inc | 0.00% | 95,685 | $20,784,783 | $20,615,486 | -$169,297 | -0.81% | |
| &Partners | 0.08% | 94,634 | $20,522,459 | $20,389,047 | -$133,412 | -0.65% | |
| Stifel Financial Corp | 0.02% | 90,974 | $19,761,964 | $19,600,494 | -$161,470 | -0.82% | |
| Newedge Advisors, Llc | 0.06% | 89,362 | $19,411,131 | $19,253,186 | -$157,945 | -0.81% | |
| Cetera Investment Advisers | 0.02% | 80,823 | $17,556,464 | $17,413,445 | -$143,019 | -0.81% | |
| Janney Montgomery Scott Llc | 0.03% | 80,446 | $17,475,000 | $17,332,219 | -$142,781 | -0.82% | |
| Advisory Services Network, Llc | 0.19% | 78,526 | $17,057,418 | $16,918,552 | -$138,866 | -0.81% | |
| Vestmark Advisory Solutions, Inc. | 0.16% | 78,113 | $16,967,706 | $16,829,571 | -$138,135 | -0.81% | |
| Osaic Holdings, Inc. | 0.02% | 74,175 | $16,123,595 | $15,981,122 | -$142,473 | -0.88% | |
| Royal Bank Of Canada | 0.00% | 68,672 | $14,916,000 | $14,795,492 | -$120,508 | -0.81% | |
| Arax Advisory Partners | 0.10% | 67,443 | $14,650,051 | $14,530,702 | -$119,349 | -0.81% | |
| Mai Capital Management | 0.05% | 65,270 | $14,177,896 | $14,062,526 | -$115,370 | -0.81% | |
| Rvw Wealth, Llc | 0.91% | 63,865 | $13,872,837 | $13,759,816 | -$113,021 | -0.81% | |
| Choice Wealth Advisors Llc | 3.91% | 51,232 | $11,128,621 | $11,038,016 | -$90,605 | -0.81% | |
| D.A. Davidson & Co. | 0.05% | 39,063 | $8,485,265 | $8,416,186 | -$69,079 | -0.81% | |
| Waverly Advisors, Llc | 0.05% | 35,928 | $7,804,377 | $7,740,745 | -$63,632 | -0.82% | |
| Citadel Advisors Llc | 0.00% | 33,414 | $7,258,189 | $7,199,100 | -$59,089 | -0.81% | |
| Iht Wealth Management, Llc | 0.14% | 31,334 | $6,806,374 | $6,750,960 | -$55,414 | -0.81% | |
| Captrust Financial Advisors | 0.01% | 31,302 | $6,799,380 | $6,744,066 | -$55,314 | -0.81% | |
| Proactive Wealth Strategies Llc | 1.08% | 31,027 | $6,740,528 | $6,684,817 | -$55,711 | -0.83% | |
| Baird Financial Group, Inc. | 0.01% | 30,995 | $6,732,734 | $6,677,922 | -$54,812 | -0.81% | |
| Virtue Capital Management, Llc | 0.88% | 30,456 | $6,615,652 | $6,561,794 | -$53,858 | -0.81% | |
| Kestra Private Wealth Services, Llc | 0.07% | 29,478 | $6,403,311 | $6,351,082 | -$52,229 | -0.82% | |
| Ironbridge Private Wealth, Llc | 1.94% | 27,169 | $5,901,651 | $5,853,605 | -$48,046 | -0.81% | |
| Us Bancorp \De\ | 0.01% | 24,543 | $5,331,286 | $5,287,829 | -$43,457 | -0.82% | |
| Rockefeller Capital Management L.P. | 0.01% | 23,321 | $5,065,897 | $5,024,547 | -$41,350 | -0.82% | |
| Chicago Partners Investment Group Llc | 0.10% | 24,802 | $4,931,816 | $5,343,631 | +$411,815 | +8.35% | |
| Triton Wealth Management, Pllc | 1.51% | 24,055 | $4,914,818 | $5,182,688 | +$267,870 | +5.45% | |
| Susquehanna International Group, Llp | 0.00% | 20,849 | $4,528,820 | $4,491,950 | -$36,870 | -0.81% | |
| Benjamin Edwards Inc | 0.04% | 20,699 | $4,498,048 | $4,459,633 | -$38,415 | -0.85% | |
| Wedbush Securities Inc | 0.11% | 19,587 | $4,255,000 | $4,220,050 | -$34,950 | -0.82% | |
| Kestra Advisory Services, Llc | 0.01% | 19,322 | $4,197,173 | $4,162,956 | -$34,217 | -0.82% | |
| Oppenheimer & Co Inc | 0.04% | 18,544 | $4,028,128 | $3,995,334 | -$32,794 | -0.81% | |
| Jones Financial Companies Lllp | 0.00% | 18,284 | $3,787,261 | $3,939,317 | +$152,056 | +4.01% | |
| Stephens Inc | 0.04% | 15,606 | $3,389,935 | $3,362,338 | -$27,597 | -0.81% | |
| Mtm Investment Management, Llc | 0.90% | 14,512 | $3,152,297 | $3,126,634 | -$25,663 | -0.81% | |
| Socha Financial Group, Llc | 1.27% | 14,414 | $3,131,009 | $3,105,519 | -$25,490 | -0.81% |
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.