Cerity Partners
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Cerity Partners’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Cerity Partners’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 		– Sell
-1,572
Closed -$265K – 3304
2025
Q4 		$265K Buy
+1,572
New +$266K ﹤0.01% 2480

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Cerity Partners's FXL Position: Q1 2026 in Review

Cerity Partners sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2026, closing a stake of 1,572 shares — an estimated $265K sold.

Cerity Partners first reported a position in FXL in Q4 2025 and held it in 1 quarter. The position peaked at $265K in Q4 2025. 244 funds tracked by Wall St. Rank hold FXL as of Q1 2026.

  • Cerity Partners reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 1,572 First Trust Technology AlphaDEX Fund shares in Q1 2026, an estimated $265K.
  • Cerity Partners first reported a position in First Trust Technology AlphaDEX Fund in Q4 2025 and held it in 1 quarter.
  • Cerity Partners's First Trust Technology AlphaDEX Fund position peaked at $265K in Q4 2025.
  • 244 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.