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

Adapt Wealth Advisors’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	$501K	Sell	2,306 -680	-23%	-$132K	0.16%	57
2026 Q1	$474K	Hold	2,986	–	–	0.17%	60
2025 Q4	$502K	Buy	2,986 +564	+23%	+$95.5K	0.17%	60
2025 Q3	$407K	Buy	+2,422	New	+$391K	0.15%	69

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

Adapt Wealth Advisors's FXL Position: Q2 2026 in Review

Adapt Wealth Advisors reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 23% in Q2 2026, selling an estimated $132K and leaving 2,306 shares worth $501K. The position accounts for 0.16% of the portfolio, ranked #57.

Adapt Wealth Advisors first reported a position in FXL in Q3 2025 and has held it in 4 quarters since. The position peaked at $502K in Q4 2025. 291 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Adapt Wealth Advisors held 2,306 shares of First Trust Technology AlphaDEX Fund worth $501K as of Q2 2026.
Adapt Wealth Advisors sold 680 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $132K.
First Trust Technology AlphaDEX Fund made up 0.16% of Adapt Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Adapt Wealth Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
Adapt Wealth Advisors's First Trust Technology AlphaDEX Fund position peaked at $502K in Q4 2025.
291 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.