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DHJJ Financial Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

DHJJ Financial Advisors’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 		$1.11K Hold
7
– – ﹤0.01% 798
2025
Q4 		$1.18K Hold
7
– – ﹤0.01% 763
2025
Q3 		$1.18K Hold
7
– – ﹤0.01% 744
2025
Q2 		$1.1K Hold
7
– – ﹤0.01% 727
2025
Q1 		$926 Hold
7
– – ﹤0.01% 696
2024
Q4 		$1.04K Hold
7
– – ﹤0.01% 657
2024
Q3 		$971 Hold
7
– – ﹤0.01% 647
2024
Q2 		$954 Hold
7
– – ﹤0.01% 603
2024
Q1 		$944 Hold
7
– – ﹤0.01% 591
2023
Q4 		$897 Hold
7
– – ﹤0.01% 579
2023
Q3 		$779 Buy
+7
New +$800 ﹤0.01% 587

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $666B 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 $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return