Coppell Advisory Solutions’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-4,040	Closed	-$689K	–	154
2025 Q4	$689K	Buy	4,040 +24	+0.6%	+$4.06K	0.07%	217
2025 Q3	$677K	Sell	4,016 -257	-6%	-$41.5K	0.07%	213
2025 Q2	$665K	Hold	4,273	–	–	0.08%	196
2025 Q1	$584K	Sell	4,273 -5,857	-58%	-$868K	0.08%	189
2024 Q4	$1.51M	Buy	10,130 +3,687	+57%	+$545K	0.21%	99
2024 Q3	$891K	Sell	6,443 -998	-13%	-$134K	0.13%	130
2024 Q2	$1.01M	Buy	+7,441	New	+$982K	0.17%	112
2023 Q4	$3.43M	Buy	26,768 +26,674	+28,377%	+$3.11M	0.68%	27
2023 Q3	$8.61K	Sell	94 -52,867	-100%	-$6.04M	﹤0.01%	628
2023 Q2	$6.01M	Buy	+52,961	New	+$5.54M	1.7%	6
2023 Q1	–	Sell	-105	Closed	-$9.61K	–	544
2022 Q4	$9.61K	Buy	+105	New	+$9.69K	﹤0.01%	619
2020 Q4	$1.29M	Buy	+11,568	New	+$1.17M	0.65%	36

Other funds holding FXL

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

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

GCA

Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Coppell Advisory Solutions's FXL Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2026, closing a stake of 4,040 shares — an estimated $689K sold.

Coppell Advisory Solutions first reported a position in FXL in Q4 2020 and held it in 12 quarters. The position peaked at $6.01M in Q2 2023. 244 funds tracked by Wall St. Rank hold FXL as of Q1 2026.

Coppell Advisory Solutions reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 4,040 First Trust Technology AlphaDEX Fund shares in Q1 2026, an estimated $689K.
Coppell Advisory Solutions first reported a position in First Trust Technology AlphaDEX Fund in Q4 2020 and held it in 12 quarters.
Coppell Advisory Solutions's First Trust Technology AlphaDEX Fund position peaked at $6.01M in Q2 2023.
244 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.