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Caldwell Trust’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Caldwell Trust’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
Q1 		$7.94K Hold
50
– – ﹤0.01% 681
2025
Q4 		$8.41K Hold
50
– – ﹤0.01% 656
2025
Q3 		$8.4K Hold
50
– – ﹤0.01% 655
2025
Q2 		$7.87K Hold
50
– – ﹤0.01% 651
2025
Q1 		$6.61K Hold
50
– – ﹤0.01% 670
2024
Q4 		$7.43K Hold
50
– – ﹤0.01% 629
2024
Q3 		$6.93K Hold
50
– – ﹤0.01% 630
2024
Q2 		$6.81K Hold
50
– – ﹤0.01% 629
2024
Q1 		$6.74K Hold
50
– – ﹤0.01% 644
2023
Q4 		$6.4K Hold
50
– – ﹤0.01% 632
2023
Q3 		$5.56K Hold
50
– – ﹤0.01% 641
2023
Q2 		$5.75K Buy
+50
New +$5.23K ﹤0.01% 658

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