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Cyndeo Wealth Partners’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Cyndeo Wealth Partners’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 		$420K Hold
2,642
– – 0.02% 352
2025
Q4 		$445K Hold
2,642
– – 0.02% 333
2025
Q3 		$444K Hold
2,642
– – 0.02% 327
2025
Q2 		$416K Hold
2,642
– – 0.02% 327
2025
Q1 		$349K Hold
2,642
– – 0.02% 340
2024
Q4 		$392K Hold
2,642
– – 0.03% 331
2024
Q3 		$366K Hold
2,642
– – 0.03% 340
2024
Q2 		$360K Hold
2,642
– – 0.03% 318
2024
Q1 		$356K Hold
2,642
– – 0.03% 306
2023
Q4 		$338K Hold
2,642
– – 0.03% 294
2023
Q3 		$294K Hold
2,642
– – 0.03% 280
2023
Q2 		$304K Hold
2,642
– – 0.03% 266
2023
Q1 		$278K Sell
2,642
-157
-6% -$15.8K 0.03% 274
2022
Q4 		$256K Buy
+2,799
New +$258K 0.03% 271

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return