CIBC Private Wealth Group
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CIBC Private Wealth Group’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$52.7K Sell
313
-76
-20% -$12.9K ﹤0.01% 1757
2025
Q3 		$65.3K Hold
389
– – ﹤0.01% 1670
2025
Q2 		$61.3K Hold
389
– – ﹤0.01% 1585
2025
Q1 		$44.9K Hold
389
– – ﹤0.01% 1664
2024
Q4 		$58.7K Hold
389
– – ﹤0.01% 1625
2024
Q3 		$54K Hold
389
– – ﹤0.01% 1749
2024
Q2 		$54.2K Hold
389
– – ﹤0.01% 1647
2024
Q1 		$52.3K Buy
+389
New +$51.6K ﹤0.01% 1662

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $666B 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 $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIBC Private Wealth Group's FXL Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 20% in Q4 2025, selling an estimated $12.9K and leaving 313 shares worth $52.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

CIBC Private Wealth Group first reported a position in FXL in Q1 2024 and has held it in 8 quarters since. The position peaked at $65.3K in Q3 2025. 266 funds tracked by Wall St. Rank hold FXL as of Q4 2025.

  • CIBC Private Wealth Group held 313 shares of First Trust Technology AlphaDEX Fund worth $52.7K as of Q4 2025.
  • CIBC Private Wealth Group sold 76 First Trust Technology AlphaDEX Fund shares in Q4 2025, an estimated $12.9K.
  • First Trust Technology AlphaDEX Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1757 holding.
  • CIBC Private Wealth Group first reported a position in First Trust Technology AlphaDEX Fund in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's First Trust Technology AlphaDEX Fund position peaked at $65.3K in Q3 2025.
  • 266 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.