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

Destiny 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	$414K	Buy	+1,980	New	+$418K	0.04%	151
2026 Q2	–	Sell	-1,980	Closed	-$315K	–	502
2026 Q1	$315K	Hold	1,980	–	–	0.03%	178
2025 Q4	$347K	Hold	1,980	–	–	0.04%	159
2025 Q3	$333K	Hold	1,980	–	–	0.04%	156
2025 Q2	$312K	Hold	1,980	–	–	0.04%	154
2025 Q1	$262K	Hold	1,980	–	–	0.04%	141
2024 Q4	$294K	Hold	1,980	–	–	0.05%	135
2024 Q3	$275K	Sell	1,980 -216	-10%	-$29K	0.05%	135
2024 Q2	$299K	Hold	2,196	–	–	0.05%	121
2024 Q1	$296K	Hold	2,196	–	–	0.05%	127
2023 Q4	$268K	Hold	2,196	–	–	0.05%	137
2023 Q3	$244K	Hold	2,196	–	–	0.05%	146
2023 Q2	$256K	Hold	2,196	–	–	0.05%	143
2023 Q1	$231K	Hold	2,196	–	–	0.05%	174
2022 Q4	$201K	Hold	2,196	–	–	0.04%	177
2022 Q3	$190K	Hold	2,196	–	–	0.04%	183
2022 Q2	$207K	Hold	2,196	–	–	0.05%	185
2022 Q1	$255K	Sell	2,196 -986	-31%	-$115K	0.05%	144
2021 Q4	$420K	Hold	3,182	–	–	0.08%	116
2021 Q3	$391K	Hold	3,182	–	–	0.08%	118
2021 Q2	$395K	Hold	3,182	–	–	0.08%	135
2021 Q1	$362K	Hold	3,182	–	–	0.08%	118
2020 Q4	$356K	Buy	+3,182	New	+$322K	0.07%	127

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

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

Destiny Wealth Partners opened a new position in First Trust Technology AlphaDEX Fund (FXL) in Q3 2026: 1,980 shares worth $414K. The stake represents 0.04% of the portfolio and ranks #151 among its holdings. This is a return to the name: Destiny Wealth Partners previously reported a position in FXL as recently as Q1 2026.

Destiny Wealth Partners first reported a position in FXL in Q4 2020 and has held it in 23 quarters since. The position peaked at $420K in Q4 2021. 172 funds tracked by Wall St. Rank hold FXL as of Q3 2026.

Destiny Wealth Partners held 1,980 shares of First Trust Technology AlphaDEX Fund worth $414K as of Q3 2026.
First Trust Technology AlphaDEX Fund was a new Destiny Wealth Partners position in Q3 2026.
First Trust Technology AlphaDEX Fund made up 0.04% of Destiny Wealth Partners's portfolio in Q3 2026, its #151 holding.
Destiny Wealth Partners first reported a position in First Trust Technology AlphaDEX Fund in Q4 2020 and has held it in 23 quarters since.
Destiny Wealth Partners's First Trust Technology AlphaDEX Fund position peaked at $420K in Q4 2021.
172 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2026.

Based on Destiny Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.