Action Point Financial Planning’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Action Point Financial Planning’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	$67.1K	Buy	+309	New	+$60.2K	0.01%	726

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

Action Point Financial Planning's FXL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Technology AlphaDEX Fund (FXL) in Q2 2026: 309 shares worth $67.1K. The stake represents 0.01% of the portfolio and ranks #726 among its holdings.

289 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Action Point Financial Planning held 309 shares of First Trust Technology AlphaDEX Fund worth $67.1K as of Q2 2026.
First Trust Technology AlphaDEX Fund was a new Action Point Financial Planning position in Q2 2026.
First Trust Technology AlphaDEX Fund made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #726 holding.
289 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

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