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Choice Wealth Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Choice Wealth 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
Q2 		$11.1M Sell
51,232
-6,143
-11% -$1.2M 3.91% 12
2026
Q1 		$9.12M Buy
57,375
+1,464
+3% +$245K 3.58% 11
2025
Q4 		$9.41M Sell
55,911
-481
-0.9% -$81.4K 3.72% 12
2025
Q3 		$9.47M Sell
56,392
-720
-1% -$116K 4.06% 11
2025
Q2 		$8.99M Sell
57,112
-680
-1% -$96.5K 4.06% 11
2025
Q1 		$7.64M Buy
57,792
+1,001
+2% +$148K 3.98% 10
2024
Q4 		$8.44M Sell
56,791
-3,693
-6% -$546K 4.31% 11
2024
Q3 		$8.39M Buy
60,484
+1,767
+3% +$237K 4.19% 10
2024
Q2 		$8M Buy
58,717
+609
+1% +$80.4K 4.24% 10
2024
Q1 		$7.83M Sell
58,108
-60
-0.1% -$7.96K 4.74% 9
2023
Q4 		$7.45M Sell
58,168
-498
-0.8% -$58K 4.61% 9
2023
Q3 		$6.52M Buy
58,666
+35
+0.1% +$4K 4.61% 9
2023
Q2 		$6.74M Buy
58,631
+2,790
+5% +$292K 4.59% 9
2023
Q1 		$5.87M Buy
55,841
+1,054
+2% +$106K 4.27% 9
2022
Q4 		$5.02M Buy
54,787
+3,750
+7% +$346K 3.76% 9
2022
Q3 		$4.42M Buy
+51,037
New +$5.05M 3.7% 9

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

Choice Wealth Advisors's FXL Position: Q2 2026 in Review

Choice Wealth Advisors reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 11% in Q2 2026, selling an estimated $1.2M and leaving 51,232 shares worth $11.1M. The position accounts for 3.91% of the portfolio, ranked #12.

Choice Wealth Advisors first reported a position in FXL in Q3 2022 and has held it in 16 quarters since. 290 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

  • Choice Wealth Advisors held 51,232 shares of First Trust Technology AlphaDEX Fund worth $11.1M as of Q2 2026.
  • Choice Wealth Advisors sold 6,143 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $1.2M.
  • First Trust Technology AlphaDEX Fund made up 3.91% of Choice Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Choice Wealth Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q3 2022 and has held it in 16 quarters since.
  • 290 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Choice Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.