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B. Riley Wealth Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

B. Riley 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
2025
Q3 		– Sell
-2,122
Closed -$334K – 1119
2025
Q2 		$334K Sell
2,122
-3,992
-65% -$566K 0.02% 666
2025
Q1 		$809K Buy
6,114
+1,520
+33% +$225K 0.02% 577
2024
Q4 		$682K Sell
4,594
-1,242
-21% -$183K 0.02% 577
2024
Q3 		$808K Sell
5,836
-1,638
-22% -$220K 0.02% 560
2024
Q2 		$1.02M Sell
7,474
-1,376
-16% -$182K 0.03% 535
2024
Q1 		$984K Buy
8,850
+604
+7% +$80.1K 0.03% 528
2023
Q4 		$1.06M Sell
8,246
-604
-7% -$70.3K 0.03% 507
2023
Q3 		$984K Sell
8,850
-1,978
-18% -$226K 0.03% 528
2023
Q2 		$1.25M Sell
10,828
-706
-6% -$73.8K 0.03% 496
2023
Q1 		$1.21M Sell
11,534
-3
-0% -$303 0.03% 484
2022
Q4 		$1.06M Sell
11,537
-804
-7% -$74.2K 0.03% 516
2022
Q3 		$1.07M Buy
12,341
+8,859
+254% +$877K 0.03% 485
2022
Q2 		$328K Sell
3,482
-132
-4% -$13.6K 0.01% 836
2022
Q1 		$420K Sell
3,614
-2,368
-40% -$276K 0.01% 839
2021
Q4 		$790K Buy
5,982
+323
+6% +$42.3K 0.02% 612
2021
Q3 		$696K Buy
5,659
+3,467
+158% +$435K 0.02% 648
2021
Q2 		$273K Buy
+2,192
New +$261K 0.01% 1075
2020
Q3 		– Sell
-6,028
Closed -$503K – 960
2020
Q2 		$503K Buy
6,028
+422
+8% +$30.7K 0.03% 456
2020
Q1 		$333K Sell
5,606
-5,149
-48% -$358K 0.03% 509
2019
Q4 		$781K Buy
10,755
+320
+3% +$22K 0.07% 289
2019
Q3 		$680K Buy
10,435
+2,214
+27% +$149K 0.07% 307
2019
Q2 		$548K Buy
8,221
+1,498
+22% +$98K 0.06% 347
2019
Q1 		$430K Buy
6,723
+1,032
+18% +$62.2K 0.05% 379
2018
Q4 		$300K Sell
5,691
-133
-2% -$7.37K 0.04% 431
2018
Q3 		$371K Buy
5,824
+95
+2% +$5.75K 0.04% 425
2018
Q2 		$323K Buy
5,729
+76
+1% +$4.3K 0.04% 436
2018
Q1 		$312K Buy
5,653
+971
+21% +$53.9K 0.04% 443
2017
Q4 		$241K Buy
4,682
+214
+5% +$10.9K 0.03% 524
2017
Q3 		$215K Buy
+4,468
New +$205K 0.04% 474

Other funds holding FXL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

B. Riley Wealth Advisors's FXL Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of First Trust Technology AlphaDEX Fund (FXL) in Q3 2025, closing a stake of 2,122 shares — an estimated $334K sold.

B. Riley Wealth Advisors first reported a position in FXL in Q3 2017 and held it in 29 quarters. The position peaked at $1.25M in Q2 2023. 252 funds tracked by Wall St. Rank hold FXL as of Q3 2025.

  • B. Riley Wealth Advisors reported no remaining First Trust Technology AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,122 First Trust Technology AlphaDEX Fund shares in Q3 2025, an estimated $334K.
  • B. Riley Wealth Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q3 2017 and held it in 29 quarters.
  • B. Riley Wealth Advisors's First Trust Technology AlphaDEX Fund position peaked at $1.25M in Q2 2023.
  • 252 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.