DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMega-capCrowded
FXL

FIRST TRUST TECHNOLOGY ALPHA

263 institutions still hold FIRST TRUST TECHNOLOGY ALPHA as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33734X176·Exchange Traded Fund·263 13F holders·last filed Mar 31, 2026
Market cap
1.2%
vs prior quarter
13F value held
$560M
58.0% inst. owned
of float
Holders
263
+4 QoQ
filers reporting
Activity
+8 / −59
+945 added · −892 reduced
this quarter
Concentration
19.33%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

263 institutions reported FXL in Q1 2026. MORGAN STANLEY leads at 19.3% of the visible book. +4 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$108M681K0.01%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$90M563K0.02%Q1 2026
03
WELLS FARGO & COMPANY/MN
CIK 0000072971
$71M447K0.01%Q1 2026
04
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$69M434K0.02%Q1 2026
05
UBS Group AG
CIK 0001610520
$26M167K0.00%Q1 2026
06
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$20M126K0.03%Q1 2026
07
Genesee Capital Advisors, LLC
CIK 0001652348
$18M115K7.67%Q1 2026
08
BANK OF AMERICA CORP /DE/
CIK 0000070858
$17M110K0.00%Q1 2026
09
TRUIST FINANCIAL CORP
CIK 0000092230
$16M100K0.02%Q1 2026
10
AMERIPRISE FINANCIAL INC
CIK 0000820027
$15M95K0.00%Q1 2026
11
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$15M93K0.00%Q1 2026
12
STIFEL FINANCIAL CORP
CIK 0000720672
$14M87K0.01%Q1 2026
13
Cetera Investment Advisers
CIK 0001666741
$13M81K0.01%Q1 2026
14
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$12M78K0.14%Q1 2026
15
MAI Capital Management
CIK 0001040197
$11M66K0.06%Q1 2026
16
RVW Wealth, LLC
CIK 0001756543
$10M62K0.76%Q1 2026
17
ROYAL BANK OF CANADA
CIK 0001000275
$9M58K0.00%Q1 2026
18
Choice Wealth Advisors, LLC
CIK 0001842357
$9M57K3.58%Q1 2026
19
OSAIC HOLDINGS, INC.
CIK 0001677044
$9M55K0.01%Q1 2026
20
Creative Planning
CIK 0001540235
$8M48K0.01%Q1 2026
Page 1 of 14
243 more holders available. Log in →