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 Q3	$2.04M	Buy	9,250 +6,608	+250%	+$1.39M	0.09%	193
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Cyndeo Wealth Partners's FXL Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its First Trust Technology AlphaDEX Fund (FXL) stake by 250% in Q3 2026, buying an estimated $1.39M and bringing the position to 9,250 shares worth $2.04M. The position accounts for 0.09% of the portfolio, ranked #193.

Cyndeo Wealth Partners first reported a position in FXL in Q4 2022 and has held it in 16 quarters since. 154 funds tracked by Wall St. Rank hold FXL as of Q3 2026.

Cyndeo Wealth Partners held 9,250 shares of First Trust Technology AlphaDEX Fund worth $2.04M as of Q3 2026.
Cyndeo Wealth Partners bought 6,608 First Trust Technology AlphaDEX Fund shares in Q3 2026, an estimated $1.39M.
First Trust Technology AlphaDEX Fund made up 0.09% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #193 holding.
Cyndeo Wealth Partners first reported a position in First Trust Technology AlphaDEX Fund in Q4 2022 and has held it in 16 quarters since.
154 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.