Capital Performance Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Capital Performance 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 Q3	$229K	Buy	+1,037	New	+$219K	0.01%	295

Other funds holding FXL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Capital Performance Advisors's FXL Position: Q3 2026 in Review

Capital Performance Advisors opened a new position in First Trust Technology AlphaDEX Fund (FXL) in Q3 2026: 1,037 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #295 among its holdings.

185 funds tracked by Wall St. Rank hold FXL as of Q3 2026.

Capital Performance Advisors held 1,037 shares of First Trust Technology AlphaDEX Fund worth $229K as of Q3 2026.
First Trust Technology AlphaDEX Fund was a new Capital Performance Advisors position in Q3 2026.
First Trust Technology AlphaDEX Fund made up 0.01% of Capital Performance Advisors's portfolio in Q3 2026, its #295 holding.
185 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2026.

Based on Capital Performance Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.