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 Q2	$574K	Hold	2,642	–	–	0.03%	331
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

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

Cyndeo Wealth Partners's FXL Position: Q2 2026 in Review

Cyndeo Wealth Partners held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q2 2026 at 2,642 shares worth $574K. The position accounts for 0.03% of the portfolio, ranked #331.

Cyndeo Wealth Partners first reported a position in FXL in Q4 2022 and has held it in 15 quarters since. 291 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Cyndeo Wealth Partners held 2,642 shares of First Trust Technology AlphaDEX Fund worth $574K as of Q2 2026.
Cyndeo Wealth Partners left its First Trust Technology AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Technology AlphaDEX Fund made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #331 holding.
Cyndeo Wealth Partners first reported a position in First Trust Technology AlphaDEX Fund in Q4 2022 and has held it in 15 quarters since.
291 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.