Clear Creek Financial Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Clear Creek Financial Management’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	$1.48M	Sell	6,803 -749	-10%	-$146K	0.1%	218
2026 Q1	$1.2M	Buy	7,552 +104	+1%	+$17.4K	0.09%	224
2025 Q4	$1.25M	Sell	7,448 -93	-1%	-$15.7K	0.1%	198
2025 Q3	$1.27M	Sell	7,541 -83	-1%	-$13.4K	0.11%	198
2025 Q2	$1.2M	Sell	7,624 -718	-9%	-$102K	0.11%	195
2025 Q1	$1.1M	Sell	8,342 -298	-3%	-$44.2K	0.11%	176
2024 Q4	$1.28M	Sell	8,640 -370	-4%	-$54.7K	0.14%	144
2024 Q3	$1.25M	Sell	9,010 -175	-2%	-$23.5K	0.14%	140
2024 Q2	$1.25M	Sell	9,185 -88	-0.9%	-$11.6K	0.15%	128
2024 Q1	$1.25M	Sell	9,273 -275	-3%	-$36.5K	0.16%	121
2023 Q4	$1.22M	Sell	9,548 -754	-7%	-$87.8K	0.19%	98
2023 Q3	$1.15M	Buy	10,302 +1,072	+12%	+$123K	0.2%	92
2023 Q2	$1.06M	Sell	9,230 -177	-2%	-$18.5K	0.18%	96
2023 Q1	$990K	Sell	9,407 -123	-1%	-$12.4K	0.19%	102
2022 Q4	$872K	Buy	9,530 +15	+0.2%	+$1.38K	0.19%	105
2022 Q3	$825K	Buy	9,515 +1	+0%	+$99	0.18%	100
2022 Q2	$895K	Sell	9,514 -38	-0.4%	-$3.92K	0.19%	99
2022 Q1	$1.11M	Hold	9,552	–	–	0.17%	116
2021 Q4	$1.26M	Sell	9,552 -558	-6%	-$73.1K	0.19%	104
2021 Q3	$1.24M	Sell	10,110 -123	-1%	-$15.4K	0.2%	113
2021 Q2	$1.27M	Buy	10,233 +370	+4%	+$44K	0.2%	115
2021 Q1	$1.18M	Sell	9,863 -1,539	-13%	-$177K	2.36%	18
2020 Q4	$1.27M	Buy	+11,402	New	+$1.15M	0.25%	92
2020 Q3	–	Sell	-4,172	Closed	-$347K	–	146
2020 Q2	$347K	Sell	4,172 -1,082	-21%	-$78.7K	0.09%	161
2020 Q1	$350K	Buy	5,254 +2,503	+91%	+$174K	0.13%	102
2019 Q4	$207K	Buy	+2,751	New	+$189K	0.08%	127

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

Clear Creek Financial Management's FXL Position: Q2 2026 in Review

Clear Creek Financial Management reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 9.9% in Q2 2026, selling an estimated $146K and leaving 6,803 shares worth $1.48M. The position accounts for 0.1% of the portfolio, ranked #218.

Clear Creek Financial Management first reported a position in FXL in Q4 2019 and has held it in 26 quarters since. 292 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Clear Creek Financial Management held 6,803 shares of First Trust Technology AlphaDEX Fund worth $1.48M as of Q2 2026.
Clear Creek Financial Management sold 749 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $146K.
First Trust Technology AlphaDEX Fund made up 0.1% of Clear Creek Financial Management's portfolio in Q2 2026, its #218 holding.
Clear Creek Financial Management first reported a position in First Trust Technology AlphaDEX Fund in Q4 2019 and has held it in 26 quarters since.
292 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.