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 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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return