First Trust Technology AlphaFXLETF
13F holders, Q1 2024 (March 31)227holders
3famous investors
$134.69avg. 13F price*
At the end of Q1 2024, 227 institutions reported holding First Trust Technology Alpha (FXL) in their 13F filings. The largest holders were Morgan Stanley ($117.1M), Wells Fargo & Company ($99.4M) and LPL Financial LLC ($57.5M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- First Trust Technology Alpha
- CUSIP
- 33734X176
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $5.8M |
| Exits | 15 | $10.9M |
Ownership 227 holders
| Morgan Stanley | 0.01% | Reduce -2.4% | 868,718 | $117.1M |
| Wells Fargo & Company | 0.03% | Add +7.4% | 737,126 | $99.4M |
| LPL Financial LLC | 0.03% | Reduce -9.0% | 426,495 | $57.5M |
| Raymond James & Associates | 0.02% | Reduce -18.1% | 244,160 | $32.9M |
| UBS Group AG | 0.01% | Add +16.7% | 214,713 | $28.9M |
| RVW Wealth, LLC | 2.55% | Add +4.9% | 184,274 | $24.8M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -1.4% | 171,341 | $23.1M |
| Bank of America Corp. | 0.00% | Reduce -3.0% | 167,991 | $22.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -9.8% | 165,373 | $22.3M |
| Truist Financial Corp. | 0.03% | Reduce -7.0% | 150,860 | $20.3M |
| Vestmark Advisory Solutions, Inc. | 0.77% | Add +3.6% | 133,333 | $18.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +6.5% | 133,186 | $18.0M |
| Osaic Holdings, Inc. | 0.04% | Reduce -0.1% | 131,918 | $17.8M |
| Genesee Capital Advisors, LLC | 9.19% | Reduce -18.5% | 124,611 | $16.8M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -1.4% | 115,012 | $15.5M |
| MAI Capital Management | 0.15% | Reduce -1.1% | 108,533 | $14.6M |
| Ameriprise Financial Inc. | 0.00% | Add +13.9% | 100,110 | $13.5M |
| Stifel Financial Corp. | 0.01% | Reduce -0.9% | 97,311 | $13.1M |
| NewEdge Advisors, LLC | 0.08% | Reduce -7.8% | 67,446 | $9.1M |
| Cetera Investment Advisers | 0.02% | Add +147.4% | 66,579 | $9.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +0.6% | 59,039 | $8.0M |
| Choice Wealth Advisors LLC | 4.74% | Reduce -0.1% | 58,108 | $7.8M |
| Kowal Investment Group, LLC | 1.53% | Reduce -2.9% | 52,469 | $7.1M |
| Royal Bank of Canada | 0.00% | Reduce -19.0% | 48,358 | $6.5M |
| Virtue Capital Management, LLC | 1.14% | Reduce -4.6% | 48,339 | $6.4M |
| Citadel Advisors | 0.01% | Add +2517.6% | 46,882 | $6.3M |
| D.A. Davidson & Co. | 0.06% | Reduce -2.7% | 46,129 | $6.2M |
| Kestra Private Wealth Services, LLC | 0.13% | Add +29.4% | 41,510 | $5.6M |
| Socha Financial Group, LLC | 2.11% | Reduce -0.8% | 35,632 | $4.8M |
| IHT Wealth Management, LLC | 0.19% | Reduce -0.5% | 34,548 | $4.7M |
| Brass Tax Wealth Management, Inc. | 2.28% | — | 32,452 | $4.4M |
| Triton Wealth Management, PLLC | 2.98% | Reduce -10.3% | 33,790 | $4.3M |
| IronBridge Private Wealth, LLC | 1.73% | Add +3.9% | 30,882 | $4.2M |
| Strategic Blueprint, LLC | 0.27% | Add +8.2% | 27,796 | $3.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +81.6% | 25,934 | $3.5M |
| Schrum Private Wealth Management LLC | 2.88% | Add +14.7% | 23,544 | $3.2M |
| Valley Wealth Managers, Inc. | 0.23% | Add +0.1% | 22,776 | $3.1M |
| Avantax Advisory Services, Inc. | 0.03% | Add +46.6% | 22,344 | $3.0M |
| Win Advisors, Inc. | 1.31% | New | 21,989 | $3.0M |
| Spire Wealth Management | 0.05% | No change | 21,773 | $2.9M |
| Navellier & Associates Inc. | 0.34% | Reduce -34.4% | 20,648 | $2.8M |
| US Bancorp \de | 0.00% | Add +1.0% | 18,055 | $2.4M |
| Concurrent Investment Advisors, LLC | 0.09% | Reduce -38.5% | 17,057 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +9.6% | 16,356 | $2.2M |
| MTM Investment Management, LLC | 0.91% | Reduce -0.5% | 16,342 | $2.2M |
| Stephens Inc. | 0.03% | Reduce -0.0% | 16,260 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.6% | 16,237 | $2.2M |
| L & S Advisors Inc | 0.28% | Add +0.3% | 16,121 | $2.2M |
| CoreCap Advisors, LLC | 0.11% | Reduce -0.3% | 15,847 | $2.1M |
| Paragon Private Wealth Management, LLC | 1.17% | Reduce -1.0% | 14,560 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.9% | 14,119 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.6% | 13,388 | $1.8M |
| SignalPoint Asset Management, LLC | 0.49% | Reduce -4.4% | 13,325 | $1.8M |
| Arkadios Wealth Advisors | 0.13% | Reduce -4.4% | 12,012 | $1.6M |
| Three Seasons Wealth, LLC | 1.11% | Reduce -0.8% | 11,984 | $1.6M |
| Novak & Powell Financial Services, Inc. | 1.15% | Reduce -1.5% | 11,372 | $1.5M |
| Two Sigma Advisers, LP | 0.00% | Reduce -41.5% | 11,300 | $1.5M |
| Plotkin Financial Advisors, LLC | 0.99% | No change | 11,118 | $1.5M |
| Coppell Advisory Solutions Corp. | 0.27% | — | 10,734 | $1.4M |
| Harbour Investments, Inc. | 0.05% | Add +0.1% | 10,656 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.16% | Reduce -2.9% | 10,435 | $1.4M |
| Arax Advisory Partners | 0.15% | Reduce -0.8% | 10,289 | $1.4M |
| Keybank National Association | 0.01% | Reduce -3.8% | 10,201 | $1.4M |
| IFP Advisors, Inc | 0.06% | Add +3.1% | 9,334 | $1.3M |
| Clear Creek Financial Management, LLC | 0.16% | Reduce -2.9% | 9,273 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.5% | 9,055 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +7.2% | 8,697 | $1.2M |
| TFG Advisers LLC | 0.45% | Add +1.8% | 8,511 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -4.4% | 8,414 | $1.1M |
| Cwm, LLC | 0.01% | Add +1.4% | 8,005 | $1.1M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Add +6.7% | 7,574 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Add +41.0% | 7,536 | $1.0M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +252.9% | 7,461 | $1.0M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -2.2% | 7,453 | $1.0M |
| Creative Planning | 0.00% | Reduce -1.3% | 7,423 | $1.0M |
| Clarus Wealth Advisors | 0.56% | Reduce -2.2% | 7,456 | $986K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +7.3% | 8,850 | $984K |
| Kesler, Norman & Wride, LLC | 0.20% | Reduce -0.3% | 6,860 | $925K |
| Captrust Financial Advisors | 0.00% | Reduce -4.4% | 6,727 | $907K |
| GTS Securities LLC | 0.02% | Add +271.7% | 6,646 | $896K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.7% | 6,355 | $857K |
| Equitable Holdings, Inc. | 0.01% | Reduce -2.3% | 6,313 | $851K |
| Level Four Advisory Services, LLC | 0.05% | No change | 6,497 | $832K |
| REAP Financial Group, LLC | 0.22% | Add +3.0% | 6,070 | $818K |
| TruWealth Advisors, LLC | 0.06% | No change | 5,998 | $809K |
| Prospera Financial Services Inc | 0.02% | Reduce -1.0% | 5,946 | $802K |
| Wedbush Securities Inc. | 0.03% | Add +0.1% | 5,909 | $797K |
| Comerica Bank | 0.00% | Reduce -5.4% | 5,850 | $789K |
| WMG Financial Advisors, LLC | 0.42% | Reduce -3.1% | 5,468 | $737K |
| Mutual Advisors, LLC | 0.02% | No change | 5,380 | $725K |
| Private Portfolio Partners LLC | 0.15% | Reduce -0.3% | 5,356 | $722K |
| PGIM Custom Harvest LLC | 0.02% | Reduce -14.7% | 5,290 | $713K |
| RFG Advisory, LLC | 0.02% | Reduce -9.2% | 5,238 | $706K |
| Mariner, LLC | 0.00% | Reduce -5.0% | 5,083 | $685K |
| International Assets Investment Management, LLC | 0.07% | Reduce -1.0% | 5,091 | $684K |
| Capital Wealth Alliance, LLC | 0.36% | Reduce -1.0% | 4,519 | $609K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.1% | 4,470 | $603K |
| Gateway Wealth Partners, LLC | 0.22% | Add +62.7% | 4,449 | $600K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +13.6% | 4,431 | $597K |
| JPMorgan Chase & Co. | 0.00% | Add +4.0% | 4,372 | $589K |
| MML Investors Services, LLC | 0.00% | Reduce -16.5% | 4,313 | $581K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -6.8% | 4,090 | $551K |
| AE Wealth Management LLC | 0.01% | Reduce -81.2% | 3,950 | $532K |
| Stablepoint Partners, LLC | 0.11% | Add +137.5% | 3,885 | $524K |
| HFG Advisors, Inc. | 0.46% | No change | 3,828 | $516K |
| Venture Visionary Partners LLC | 0.02% | No change | 3,820 | $515K |
| Regal Investment Advisors LLC | 0.04% | No change | 3,797 | $512K |
| Jane Street Group, LLC | 0.00% | Reduce -83.4% | 3,728 | $503K |
| 9258 Wealth Management, LLC | 0.07% | No change | 3,531 | $476K |
| SeaCrest Wealth Management, LLC | 0.06% | No change | 3,407 | $459K |
| Apeiron RIA LLC | 0.13% | Reduce -2.5% | 3,362 | $453K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -22.4% | 3,230 | $435K |
| Apollon Financial, LLC | 0.15% | Add +0.1% | 3,129 | $422K |
| Retirement Planning Group, LLC | 0.03% | Reduce -0.5% | 3,129 | $422K |
| Worth Financial Advisory Group, LLC | 0.27% | Reduce -0.1% | 2,887 | $389K |
| Corient Private Wealth LP | 0.00% | New | 2,873 | $387K |
| Summit Financial, LLC | 0.02% | Add +39.0% | 2,843 | $383K |
| TrueWealth Advisors, LLC | 0.15% | Add +8.0% | 2,832 | $382K |
| Independent Financial Group, LLC | 0.02% | Add +2.9% | 2,796 | $377K |
| RPg Family Wealth Advisory, LLC | 0.12% | Reduce -27.0% | 2,749 | $371K |
| Sargent Investment Group, LLC | 0.08% | Reduce -1.1% | 2,675 | $361K |
| NWF Advisory Services Inc. | 0.06% | No change | 2,650 | $357K |
| Cyndeo Wealth Partners, LLC | 0.03% | No change | 2,642 | $356K |
| Quadrant Private Wealth Management, LLC | 0.09% | No change | 2,587 | $349K |
| Cedar Brook Financial Partners, LLC | 0.07% | No change | 2,578 | $348K |
| Park Avenue Securities LLC | 0.00% | Reduce -0.9% | 2,534 | $342K |
| Old National Bancorp | 0.01% | No change | 2,518 | $339K |
| Tyler-Stone Wealth Management | 0.14% | No change | 2,411 | $325K |
| StoneX Group Inc. | 0.03% | Add +25.4% | 2,367 | $319K |
| Nilsine Partners, LLC | 0.04% | No change | 2,353 | $317K |
| D. E. Shaw & Co. | 0.00% | New | 2,300 | $310K |
| Global Retirement Partners, LLC | 0.01% | Add +2.7% | 2,297 | $310K |
| Advisory Services Network, LLC | 0.01% | Add +11.2% | 2,294 | $309K |
| FMR LLC | 0.00% | Add +60.8% | 2,213 | $298K |
| Destiny Wealth Partners, LLC | 0.05% | No change | 2,196 | $296K |
| Focus Financial Network, Inc. | 0.01% | — | 2,313 | $291K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 2,092 | $282K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -50.2% | 2,082 | $281K |
| Argent Trust Co | 0.01% | No change | 2,081 | $281K |
| Kraft, Davis & Associates, LLC | 0.08% | No change | 2,110 | $280K |
| Forte Capital LLC | 0.03% | No change | 2,075 | $280K |
| Raymond James Trust N.A. | 0.01% | No change | 2,032 | $274K |
| Chicago Partners Investment Group LLC | 0.01% | Add +5.9% | 2,144 | $272K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 2,005 | $270K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 2,000 | $270K |
| Intrua Financial, LLC | 0.04% | No change | 1,968 | $265K |
| Country Club Bank | 0.02% | No change | 1,930 | $260K |
| Flow Traders U.S. LLC | 0.01% | Reduce -67.4% | 1,893 | $255K |
| Bank of Montreal | 0.00% | Reduce -24.7% | 1,879 | $254K |
| Advisor Resource Council | 0.11% | New | 1,950 | $250K |
| L. Roy Papp & Associates, LLP | 0.03% | No change | 1,843 | $248K |
| &partners | 0.03% | New | 1,811 | $244K |
| Cresset Asset Management, LLC | 0.00% | No change | 1,785 | $241K |
| Convergence Financial, LLC | 0.10% | New | 1,780 | $240K |
| Millennium Management | 0.00% | New | 1,747 | $236K |
| Secure Asset Management, LLC | 0.05% | Add +0.3% | 1,721 | $232K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 1,646 | $222K |
| Wealth Management Associates, Inc. | 0.10% | New | 1,608 | $219K |
| Rf&l Wealth Management, LLC | 0.17% | No change | 1,625 | $219K |
| Private Trust Co. NA | 0.02% | No change | 1,570 | $212K |
| One Charles Private Wealth Services, LLC | 0.09% | New | 1,557 | $210K |
| Americana Partners, LLC | 0.02% | New | 1,554 | $210K |
| Impact Partnership Wealth, LLC | 0.08% | Reduce -14.6% | 1,500 | $202K |
| Quantum Private Wealth, LLC | 0.07% | Reduce -50.0% | 1,500 | $202K |
| Kingsview Wealth Management, LLC | 0.01% | New | 1,485 | $200K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -12.2% | 1,445 | $195K |
| Bessemer Group Inc. | 0.00% | Reduce -35.6% | 1,355 | $183K |
| Delos Wealth Advisors, LLC | 0.19% | No change | 1,254 | $169K |
| Integrity Financial Corp | 0.11% | No change | 1,156 | $156K |
| Principal Securities, Inc. | 0.00% | Reduce -1.8% | 1,103 | $149K |
| Atwood & Palmer Inc. | 0.01% | No change | 1,075 | $145K |
| Sunbelt Securities, Inc. | 0.02% | No change | 1,002 | $135K |
| Transcendent Capital Group LLC | 0.08% | No change | 1,000 | $135K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,000 | $135K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -12.0% | 843 | $114K |
| Blue Trust, Inc. | 0.00% | Add +48.5% | 719 | $97K |
| Gilliland Jeter Wealth Management LLC | 0.03% | New | 681 | $92K |
| Creative Financial Designs Inc. | 0.01% | No change | 664 | $89K |
| WealthShield Partners, LLC | 0.01% | New | 655 | $88K |
| Geneos Wealth Management Inc. | 0.00% | No change | 640 | $86K |
| MCF Advisors LLC | 0.01% | No change | 616 | $83K |
| Blair William & Co. | 0.00% | No change | 615 | $83K |
| Global Financial Private Client, LLC | 0.03% | No change | 584 | $78K |
| Institutional & Family Asset Management, LLC | 0.01% | Add +607.5% | 566 | $76K |
| Jones Financial Companies LLLP | 0.00% | Add +501.2% | 487 | $66K |
| Benjamin Edwards Inc. | 0.01% | New | 453 | $61K |
| Hexagon Capital Partners LLC | 0.01% | No change | 449 | $61K |
| EPG Wealth Management LLC | 0.01% | No change | 428 | $58K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -3.8% | 426 | $57K |
| WASHINGTON TRUST Co | 0.00% | Reduce -27.4% | 424 | $57K |
| CIBC Private Wealth Group LLC | 0.00% | New | 389 | $52K |
| Westside Investment Management, Inc. | 0.01% | No change | 300 | $40K |
| Salem Investment Counselors Inc. | 0.00% | No change | 300 | $40K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 292 | $39K |
| Lanark Financial, Inc. | 0.00% | Reduce -17.2% | 279 | $37K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 252 | $32K |
| HHM Wealth Advisors, LLC | 0.01% | New | 234 | $32K |
| Asset Dedication, LLC | 0.00% | No change | 197 | $27K |
| Beacon Capital Management, LLC | 0.01% | Reduce -1.5% | 195 | $26K |
| Fifth Third Bancorp | 0.00% | Reduce -56.6% | 174 | $23K |
| HM Payson & Co. | 0.00% | No change | 166 | $22K |
| Barrett & Company, Inc. | 0.01% | No change | 150 | $20K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -68.6% | 148 | $20K |
| Realta Investment Advisors | 0.00% | New | 134 | $18K |
| Legend Financial Advisors, Inc. | 0.01% | No change | 133 | $18K |
| Tidemark, LLC | 0.01% | Reduce -28.3% | 129 | $17K |
| Allworth Financial LP | 0.00% | No change | 125 | $17K |
| VitalStone Financial, LLC | 0.01% | New | 111 | $15K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +1.0% | 102 | $14K |
| Bogart Wealth, LLC | 0.00% | No change | 100 | $13K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 90 | $13K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 77 | $10K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | No change | 71 | $10K |
| Continuum Advisory, LLC | 0.00% | New | 70 | $9K |
| Founders Financial Alliance, LLC | 0.00% | Add +1.7% | 59 | $8K |
| Caldwell Trust Co | 0.00% | No change | 50 | $7K |
| Larson Financial Group LLC | 0.00% | No change | 46 | $6K |
| Tucker Asset Management LLC | 0.00% | New | 43 | $6K |
| Eukles Asset Management | 0.00% | No change | 23 | $3K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 23 | $3K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 23 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -71.4% | 20 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | New | 13 | $2K |
| LifeSteps Financial, Inc. | 0.00% | New | 11 | $1K |
| Valley National Advisers Inc. | 0.00% | Reduce -71.4% | 12 | $1K |
| Capital Analysts, LLC | 0.00% | No change | 5 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 7 | $944 |
"% of holder's portfolio" is FXL's weight in each manager's 13F, not the share of First Trust Technology Alpha the manager owns.