Abound Financial’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Abound Financial’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	$210K	Sell	966 -53	-5%	-$10.3K	0.08%	62
2026 Q1	$162K	Sell	1,019 -45	-4%	-$7.52K	0.07%	66
2025 Q4	$179K	Sell	1,064 -297	-22%	-$50.3K	0.07%	65
2025 Q3	$229K	Sell	1,361 -172	-11%	-$27.8K	0.09%	64
2025 Q2	$241K	Sell	1,533 -21	-1%	-$2.98K	0.11%	60
2025 Q1	$206K	Hold	1,554	–	–	0.1%	65
2024 Q4	$231K	Buy	+1,554	New	+$230K	0.12%	62

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

Abound Financial's FXL Position: Q2 2026 in Review

Abound Financial reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 5.2% in Q2 2026, selling an estimated $10.3K and leaving 966 shares worth $210K. The position accounts for 0.08% of the portfolio, ranked #62.

Abound Financial first reported a position in FXL in Q4 2024 and has held it in 7 quarters since. The position peaked at $241K in Q2 2025. 291 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Abound Financial held 966 shares of First Trust Technology AlphaDEX Fund worth $210K as of Q2 2026.
Abound Financial sold 53 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $10.3K.
First Trust Technology AlphaDEX Fund made up 0.08% of Abound Financial's portfolio in Q2 2026, its #62 holding.
Abound Financial first reported a position in First Trust Technology AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
Abound Financial's First Trust Technology AlphaDEX Fund position peaked at $241K in Q2 2025.
291 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.