BEI
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Benjamin Edwards Inc’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Benjamin Edwards Inc’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 		$4.5M Buy
20,699
+11,249
+119% +$2.19M 0.04% 373
2026
Q1 		$1.5M Sell
9,450
-38
-0.4% -$6.35K 0.01% 629
2025
Q4 		$1.6M Sell
9,488
-174
-2% -$29.5K 0.02% 582
2025
Q3 		$1.62M Buy
9,662
+710
+8% +$115K 0.02% 544
2025
Q2 		$1.41M Buy
8,952
+1,139
+15% +$162K 0.02% 533
2025
Q1 		$1.03M Sell
7,813
-25
-0.3% -$3.7K 0.01% 567
2024
Q4 		$1.17M Sell
7,838
-495
-6% -$73.1K 0.02% 560
2024
Q3 		$1.16M Buy
8,333
+7,880
+1,740% +$1.06M 0.02% 558
2024
Q2 		$62K Hold
453
– – 0.01% 474
2024
Q1 		$61K Buy
+453
New +$60.1K 0.01% 461
2023
Q4 		– Sell
-607
Closed -$67K – 645
2023
Q3 		$67K Sell
607
-189
-24% -$21.6K 0.02% 432
2023
Q2 		$92K Buy
+796
New +$83.2K 0.02% 395
2022
Q2 		– Sell
-633
Closed -$74K – 730
2022
Q1 		$74K Buy
+633
New +$73.8K 0.02% 408
2021
Q2 		– Sell
-932
Closed -$106K – 419
2021
Q1 		$106K Buy
932
+26
+3% +$3K 0.08% 196
2020
Q4 		$101K Sell
906
-74
-8% -$7.49K 0.08% 188
2020
Q3 		$89K Sell
980
-575
-37% -$50.6K 0.07% 175
2020
Q2 		$130K Sell
1,555
-5
-0.3% -$364 0.11% 139
2020
Q1 		$93K Buy
+1,560
New +$108K 0.1% 146

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Benjamin Edwards Inc's FXL Position: Q2 2026 in Review

Benjamin Edwards Inc increased its First Trust Technology AlphaDEX Fund (FXL) stake by 119% in Q2 2026, buying an estimated $2.19M and bringing the position to 20,699 shares worth $4.5M. The position accounts for 0.04% of the portfolio, ranked #373.

Benjamin Edwards Inc first reported a position in FXL in Q1 2020 and has held it in 18 quarters since. 289 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

  • Benjamin Edwards Inc held 20,699 shares of First Trust Technology AlphaDEX Fund worth $4.5M as of Q2 2026.
  • Benjamin Edwards Inc bought 11,249 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $2.19M.
  • First Trust Technology AlphaDEX Fund made up 0.04% of Benjamin Edwards Inc's portfolio in Q2 2026, its #373 holding.
  • Benjamin Edwards Inc first reported a position in First Trust Technology AlphaDEX Fund in Q1 2020 and has held it in 18 quarters since.
  • 289 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.