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CX Institutional’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

CX Institutional’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
Q3 		$1.42M Buy
6,415
+1,005
+19% +$212K 0.04% 301
2026
Q2 		$1.18M Sell
5,410
-21,609
-80% -$4.21M 0.03% 313
2026
Q1 		$4.29M Buy
27,019
+21,385
+380% +$3.58M 0.13% 175
2025
Q4 		$948K Sell
5,634
-1,993
-26% -$337K 0.03% 295
2025
Q3 		$1.28M Buy
7,627
+6,498
+576% +$1.05M 0.04% 263
2025
Q2 		$178K Sell
1,129
-43,894
-97% -$6.23M 0.01% 664
2025
Q1 		$5.95M Buy
+45,023
New +$6.67M 0.22% 102
2023
Q1 		– Sell
-23,682
Closed -$2.17M – 513
2022
Q4 		$2.17M Buy
+23,682
New +$2.18M 0.13% 190
2022
Q3 		– Sell
-14,593
Closed -$1.37M – 728
2022
Q2 		$1.37M Buy
14,593
+11,379
+354% +$1.17M 0.1% 218
2022
Q1 		$373K Buy
+3,214
New +$374K 0.03% 289
2021
Q4 		– Sell
-14
Closed -$2K – 560
2021
Q3 		$2K Sell
14
-66
-83% -$8.29K ﹤0.01% 905
2021
Q2 		$10K Buy
+80
New +$9.51K ﹤0.01% 834
2018
Q4 		– Sell
-1,170
Closed -$74K – 540
2018
Q3 		$74K Buy
+1,170
New +$70.9K 0.02% 163

Other funds holding FXL

RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CX Institutional's FXL Position: Q3 2026 in Review

CX Institutional increased its First Trust Technology AlphaDEX Fund (FXL) stake by 19% in Q3 2026, buying an estimated $212K and bringing the position to 6,415 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #301.

CX Institutional first reported a position in FXL in Q3 2018 and has held it in 13 quarters since. The position peaked at $5.95M in Q1 2025. 27 funds tracked by Wall St. Rank hold FXL as of Q3 2026.

  • CX Institutional held 6,415 shares of First Trust Technology AlphaDEX Fund worth $1.42M as of Q3 2026.
  • CX Institutional bought 1,005 First Trust Technology AlphaDEX Fund shares in Q3 2026, an estimated $212K.
  • First Trust Technology AlphaDEX Fund made up 0.04% of CX Institutional's portfolio in Q3 2026, its #301 holding.
  • CX Institutional first reported a position in First Trust Technology AlphaDEX Fund in Q3 2018 and has held it in 13 quarters since.
  • CX Institutional's First Trust Technology AlphaDEX Fund position peaked at $5.95M in Q1 2025.
  • 27 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.