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Chicago Partners Investment Group’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Chicago Partners Investment Group’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 		$4.93M Sell
24,802
-490
-2% -$95.5K 0.1% 178
2026
Q1 		$4.68M Sell
25,292
-612
-2% -$102K 0.1% 169
2025
Q4 		$4.51M Sell
25,904
-1,152
-4% -$195K 0.11% 168
2025
Q3 		$4.74M Sell
27,056
-470
-2% -$75.9K 0.12% 159
2025
Q2 		$4.4M Sell
27,526
-717
-3% -$102K 0.13% 155
2025
Q1 		$3.94M Buy
28,243
+26,098
+1,217% +$3.87M 0.13% 149
2024
Q4 		$323K Buy
2,145
+1
+0% +$148 0.01% 632
2024
Q3 		$300K Hold
2,144
– – 0.01% 624
2024
Q2 		$283K Hold
2,144
– – 0.01% 610
2024
Q1 		$272K Buy
2,144
+120
+6% +$15.9K 0.01% 597
2023
Q4 		$268K Buy
2,024
+1
+0% +$116 0.01% 569
2023
Q3 		$217K Hold
2,023
– – 0.01% 589
2023
Q2 		$235K Hold
2,023
– – 0.01% 588
2023
Q1 		$201K Buy
2,023
+143
+8% +$14.4K 0.01% 616
2022
Q4 		$200K Buy
+1,880
New +$173K 0.01% 593
2022
Q1 		– Sell
-1,751
Closed -$203K – 582
2021
Q4 		$203K Hold
1,751
– – 0.01% 529
2021
Q3 		$238K Hold
1,751
– – 0.02% 497
2021
Q2 		$219K Hold
1,751
– – 0.02% 484
2021
Q1 		$215K Hold
1,751
– – 0.02% 471
2020
Q4 		$205K Buy
+1,751
New +$177K 0.02% 436
2016
Q1 		– Sell
-15,189
Closed -$505K – 457
2015
Q4 		$505K Buy
+15,189
New +$511K 0.24% 75

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Chicago Partners Investment Group's FXL Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 1.9% in Q2 2026, selling an estimated $95.5K and leaving 24,802 shares worth $4.93M. The position accounts for 0.1% of the portfolio, ranked #178.

Chicago Partners Investment Group first reported a position in FXL in Q4 2015 and has held it in 21 quarters since. 290 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

  • Chicago Partners Investment Group held 24,802 shares of First Trust Technology AlphaDEX Fund worth $4.93M as of Q2 2026.
  • Chicago Partners Investment Group sold 490 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $95.5K.
  • First Trust Technology AlphaDEX Fund made up 0.1% of Chicago Partners Investment Group's portfolio in Q2 2026, its #178 holding.
  • Chicago Partners Investment Group first reported a position in First Trust Technology AlphaDEX Fund in Q4 2015 and has held it in 21 quarters since.
  • 290 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.