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 Q2	$272K	Buy	+1,250	New	+$244K	0.02%	283
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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Certified Advisory Corp's FXL Position: Q2 2026 in Review

Certified Advisory Corp opened a new position in First Trust Technology AlphaDEX Fund (FXL) in Q2 2026: 1,250 shares worth $272K. The stake represents 0.02% of the portfolio and ranks #283 among its holdings. This is a return to the name: Certified Advisory Corp previously reported a position in FXL as recently as Q4 2025.

Certified Advisory Corp first reported a position in FXL in Q2 2019 and has held it in 9 quarters since. 291 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Certified Advisory Corp held 1,250 shares of First Trust Technology AlphaDEX Fund worth $272K as of Q2 2026.
First Trust Technology AlphaDEX Fund was a new Certified Advisory Corp position in Q2 2026.
First Trust Technology AlphaDEX Fund made up 0.02% of Certified Advisory Corp's portfolio in Q2 2026, its #283 holding.
Certified Advisory Corp first reported a position in First Trust Technology AlphaDEX Fund in Q2 2019 and has held it in 9 quarters since.
291 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.