13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
FXL

FIRST TRUST TECHNOLOGY ALPHA

275 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·275 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$583M
visible holders
Holders
275
filers reporting
Concentration
18.56%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

275 institutions reported FXL in Q1 2026. MORGAN STANLEY leads at 18.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$108M681K0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$90M563K0.02%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$71M447K0.01%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$69M434K0.02%Q1 202605
UBS Group AG
CIK 0001610520
$26M167K0.00%Q1 202606
Nilsine Partners, LLC
CIK 0001913043
$21M98K1.46%Q2 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$20M126K0.03%Q1 202608
Genesee Capital Advisors, LLC
CIK 0001652348
$18M115K7.67%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$17M110K0.00%Q1 202610
TRUIST FINANCIAL CORP
CIK 0000092230
$16M100K0.02%Q1 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$15M95K0.00%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$15M93K0.00%Q1 202613
RVW Wealth, LLC
CIK 0001756543
$14M64K0.91%Q2 202614
STIFEL FINANCIAL CORP
CIK 0000720672
$14M87K0.01%Q1 202615
Cetera Investment Advisers
CIK 0001666741
$13M81K0.01%Q1 202616
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$12M78K0.14%Q1 202617
Janney Montgomery Scott LLC
CIK 0001329948
$12M78K0.03%Q1 202618
Choice Wealth Advisors, LLC
CIK 0001842357
$11M51K3.91%Q2 202619
MAI Capital Management
CIK 0001040197
$11M66K0.06%Q1 202620
ROYAL BANK OF CANADA
CIK 0001000275
$9M58K0.00%Q1 2026
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