Elevated Capital Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Elevated Capital 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 Q3	$14.8K	Hold	67	–	–	﹤0.01%	422
2026 Q2	$14.5K	Hold	67	–	–	﹤0.01%	447
2026 Q1	$10.6K	Hold	67	–	–	﹤0.01%	457
2025 Q4	$11.3K	Buy	+67	New	+$11.3K	﹤0.01%	441
2023 Q2	–	Sell	-3,490	Closed	-$367K	–	182
2023 Q1	$367K	Buy	3,490 +212	+6%	+$21.4K	0.13%	138
2022 Q4	$300K	Buy	3,278 +179	+6%	+$16.5K	0.11%	140
2022 Q3	$269K	Buy	+3,099	New	+$307K	0.11%	133
2022 Q1	$470K	Buy	+4,048	New	+$472K	0.16%	140
2021 Q3	$249K	Buy	+2,028	New	+$255K	0.09%	153
2021 Q1	–	Sell	-1,803	Closed	-$202K	–	167
2020 Q4	$202K	Sell	1,803 -622	-26%	-$63K	0.09%	165
2020 Q3	$230K	Sell	2,425 -288	-11%	-$25.4K	0.11%	156
2020 Q2	$262K	Buy	+2,713	New	+$197K	0.12%	136
2019 Q4	$211K	Buy	+2,914	New	+$200K	0.23%	115
2019 Q1	$225K	Buy	+3,474	New	+$209K	0.15%	130

Other funds holding FXL

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Elevated Capital Advisors's FXL Position: Q3 2026 in Review

Elevated Capital Advisors held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q3 2026 at 67 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Elevated Capital Advisors first reported a position in FXL in Q1 2019 and has held it in 14 quarters since. The position peaked at $470K in Q1 2022. 185 funds tracked by Wall St. Rank hold FXL as of Q3 2026.

Elevated Capital Advisors held 67 shares of First Trust Technology AlphaDEX Fund worth $14.8K as of Q3 2026.
Elevated Capital Advisors left its First Trust Technology AlphaDEX Fund share count unchanged in Q3 2026.
First Trust Technology AlphaDEX Fund made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #422 holding.
Elevated Capital Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q1 2019 and has held it in 14 quarters since.
Elevated Capital Advisors's First Trust Technology AlphaDEX Fund position peaked at $470K in Q1 2022.
185 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.