FIRST TRUST TECHNOLOGY ALPHA

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FXL·33734X176·US·ETF·Unknown - Unknown-13D/G

FXL (FIRST TRUST TECHNOLOGY ALPHA) is held by 72 institutional investors as of Q2 2026. Largest holders: FIRST TRUST ADVISORS LP ($809.3M), MORGAN STANLEY ($163M), LPL Financial LLC ($126.3M). Net institutional sentiment: Mixed.

72

Holders

(13 Elite)

$1.8B

Total Value

66% (65)

Consensus

43 buying - 22 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)65

Insider (Form 4)27

Activist (13D/13G)28

Congressional (STOCK Act)31

Holder Quality

47

★★★★★

Elite

63

★★★★

Strong

55

★★★

Solid

13

★★

Below

32

★

Weak

Held by 72 funds

13 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists Jul 7, 2026 · Congress none

ActivistFTFirst Trust Portfolios L.P.29.3%Jul 7, 2026

View all activist filings

Top Holders

Top Holders (72)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
FIRST TRUST ADVISORS LP	New	3.7M	$809.3M	0.5%	-1.69%	53
MORGAN STANLEY	Increased	750,232(+10.1%)	$163M	0.0%	+48.21%	33
LPL Financial LLC	Increased	581,363(+3.2%)	$126.3M	0.0%	+107.11%	31
WELLS FARGO & COMPANY/MN	Increased	534,953(+19.6%)	$116.2M	0.0%	+64.89%	36
RAYMOND JAMES FINANCIAL INC	Decreased	381,359(-12.0%)	$82.8M	0.0%	+41.31%	0
BNP PARIBAS FINANCIAL MARKETS	New	350,000	$76M	0.0%	-1.69%	41
UBS Group AG	Increased	191,572(+14.9%)	$41.6M	0.0%	+93.13%	33
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	124,399(-1.4%)	$27M	0.0%	+180.98%	0
AMERIPRISE FINANCIAL INC	Increased	111,813(+18.3%)	$24.3M	0.0%	+75.21%	34
BANK OF AMERICA CORP /DE/	Increased	110,937(+0.8%)	$24.1M	0.0%	+42.46%	29
TRUIST FINANCIAL CORP	Increased	103,215(+3.3%)	$22.4M	0.0%	+114.05%	29
ENVESTNET ASSET MANAGEMENT INC	Increased	95,685(+2.6%)	$20.8M	0.0%	+122.74%	29
&PARTNERS	Increased	94,634(+485.0%)	$20.5M	0.1%	+2.82%	46
STIFEL FINANCIAL CORP	Increased	90,974(+4.9%)	$19.8M	0.0%	+106.43%	30
NewEdge Advisors, LLC	Increased	89,362(+236.7%)	$19.4M	0.1%	+12.68%	46
Cetera Investment Advisers	Decreased	80,823(-0.7%)	$17.6M	0.0%	+62.84%	0
OSAIC HOLDINGS, INC.	Increased	74,175(+34.1%)	$16.1M	0.0%	+67.39%	36
ROYAL BANK OF CANADA	Increased	68,927(+18.8%)	$15M	0.0%	+31.81%	33
MAI Capital Management	Decreased	65,270(-1.7%)	$14.2M	0.1%	+62.99%	0
Creative Planning	Decreased	47,702(-0.2%)	$10.4M	0.0%	+61.95%	0

Showing 1-20 of 74

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FXLFIRST TRUST TECHNOLOGY ALPHA

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer