1776 Wealth’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

1776 Wealth’s Portfolio FXL Stock Details FXL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$204K	Buy	+940	New	+$183K	0.07%	150
2021 Q3	–	Sell	-3,201	Closed	-$397K	–	120
2021 Q2	$397K	Hold	3,201	–	–	0.22%	73
2021 Q1	$364K	Sell	3,201 -175	-5%	-$20.2K	0.23%	73
2020 Q4	$378K	Hold	3,376	–	–	0.24%	71
2020 Q3	$307K	Hold	3,376	–	–	0.22%	70
2020 Q2	$281K	Sell	3,376 -2,248	-40%	-$164K	0.19%	79
2020 Q1	$334K	Buy	5,624 +541	+11%	+$37.6K	0.28%	59
2019 Q4	$368K	Buy	+5,083	New	+$349K	0.31%	55

Other funds holding FXL

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1776 Wealth's FXL Position: Q2 2026 in Review

1776 Wealth opened a new position in First Trust Technology AlphaDEX Fund (FXL) in Q2 2026: 940 shares worth $204K. The stake represents 0.07% of the portfolio and ranks #150 among its holdings. This is a return to the name: 1776 Wealth previously reported a position in FXL as recently as Q2 2021.

1776 Wealth first reported a position in FXL in Q4 2019 and has held it in 8 quarters since. The position peaked at $397K in Q2 2021. 291 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

1776 Wealth held 940 shares of First Trust Technology AlphaDEX Fund worth $204K as of Q2 2026.
First Trust Technology AlphaDEX Fund was a new 1776 Wealth position in Q2 2026.
First Trust Technology AlphaDEX Fund made up 0.07% of 1776 Wealth's portfolio in Q2 2026, its #150 holding.
1776 Wealth first reported a position in First Trust Technology AlphaDEX Fund in Q4 2019 and has held it in 8 quarters since.
1776 Wealth's First Trust Technology AlphaDEX Fund position peaked at $397K in Q2 2021.
291 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.