CAC
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Certified Advisory Corp’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Certified Advisory Corp’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
-1,250
Closed -$210K – 325
2025
Q4 		$210K Hold
1,250
– – 0.02% 306
2025
Q3 		$210K Buy
+1,250
New +$202K 0.02% 307
2021
Q2 		– Sell
-154
Closed -$17K – 400
2021
Q1 		$17K Buy
+154
New +$17.8K ﹤0.01% 523
2020
Q2 		$18K Hold
214
– – 0.01% 456
2020
Q1 		$13K Buy
214
+60
+39% +$4.17K 0.01% 489
2019
Q4 		$11K Hold
154
– – ﹤0.01% 573
2019
Q3 		$10K Hold
154
– – ﹤0.01% 582
2019
Q2 		$10K Buy
+154
New +$10.1K ﹤0.01% 582

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B 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 $74.1B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return