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Creative Capital Management Investments’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Creative Capital Management Investments’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
Q3 		– Sell
-186
Closed -$29.3K – 293
2025
Q2 		$29.3K Buy
+186
New +$26.4K 0.01% 148

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Capital Management Investments's FXL Position: Q3 2025 in Review

Creative Capital Management Investments sold out of First Trust Technology AlphaDEX Fund (FXL) in Q3 2025, closing a stake of 186 shares — an estimated $29.3K sold.

Creative Capital Management Investments first reported a position in FXL in Q2 2025 and held it in 1 quarter. The position peaked at $29.3K in Q2 2025. 252 funds tracked by Wall St. Rank hold FXL as of Q3 2025.

  • Creative Capital Management Investments reported no remaining First Trust Technology AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Creative Capital Management Investments sold 186 First Trust Technology AlphaDEX Fund shares in Q3 2025, an estimated $29.3K.
  • Creative Capital Management Investments first reported a position in First Trust Technology AlphaDEX Fund in Q2 2025 and held it in 1 quarter.
  • Creative Capital Management Investments's First Trust Technology AlphaDEX Fund position peaked at $29.3K in Q2 2025.
  • 252 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2025.

Based on Creative Capital Management Investments's 13F filing for Q3 2025, filed 23 Oct 2025.