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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

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

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

CX Institutional's FXL Position: Q2 2026 in Review

CX Institutional reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 80% in Q2 2026, selling an estimated $4.21M and leaving 5,410 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #313.

CX Institutional first reported a position in FXL in Q3 2018 and has held it in 12 quarters since. The position peaked at $5.95M in Q1 2025. 290 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

CX Institutional held 5,410 shares of First Trust Technology AlphaDEX Fund worth $1.18M as of Q2 2026.
CX Institutional sold 21,609 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $4.21M.
First Trust Technology AlphaDEX Fund made up 0.03% of CX Institutional's portfolio in Q2 2026, its #313 holding.
CX Institutional first reported a position in First Trust Technology AlphaDEX Fund in Q3 2018 and has held it in 12 quarters since.
CX Institutional's First Trust Technology AlphaDEX Fund position peaked at $5.95M in Q1 2025.
290 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.