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Ameritas Advisory Services’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-190
Closed -$32K – 1377
2025
Q3 		$32K Sell
190
-417
-69% -$67.3K ﹤0.01% 1256
2025
Q2 		$95.6K Buy
+607
New +$86.1K 0.01% 1019
2023
Q2 		– Sell
-742
Closed -$74.8K – 1303
2023
Q1 		$74.8K Buy
+742
New +$74.9K ﹤0.01% 1111

Other funds holding FXL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ameritas Advisory Services's FXL Position: Q4 2025 in Review

Ameritas Advisory Services sold out of First Trust Technology AlphaDEX Fund (FXL) in Q4 2025, closing a stake of 190 shares — an estimated $32K sold.

Ameritas Advisory Services first reported a position in FXL in Q1 2023 and held it in 3 quarters. The position peaked at $95.6K in Q2 2025. 266 funds tracked by Wall St. Rank hold FXL as of Q4 2025.

  • Ameritas Advisory Services reported no remaining First Trust Technology AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 190 First Trust Technology AlphaDEX Fund shares in Q4 2025, an estimated $32K.
  • Ameritas Advisory Services first reported a position in First Trust Technology AlphaDEX Fund in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's First Trust Technology AlphaDEX Fund position peaked at $95.6K in Q2 2025.
  • 266 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.