Corient Private Wealth
FXL icon

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

Corient Private Wealth’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
-2,948
Closed -$496K – 2911
2025
Q4 		$496K Buy
2,948
+1,474
+100% +$250K ﹤0.01% 2319
2025
Q3 		$248K Sell
1,474
-803
-35% -$130K ﹤0.01% 2233
2025
Q2 		$358K Buy
+2,277
New +$323K ﹤0.01% 1895
2024
Q4 		– Sell
-1,674
Closed -$232K – 2416
2024
Q3 		$232K Sell
1,674
-1,069
-39% -$144K ﹤0.01% 2147
2024
Q2 		$374K Sell
2,743
-130
-5% -$17.2K ﹤0.01% 1791
2024
Q1 		$387K Buy
+2,873
New +$381K ﹤0.01% 1762

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