Envestnet Portfolio Solutions’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Envestnet Portfolio Solutions’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	–	Sell	-1,660	Closed	-$279K	–	1373
2025 Q4	$279K	Sell	1,660 -42	-2%	-$7.11K	﹤0.01%	1319
2025 Q3	$286K	Sell	1,702 -551	-24%	-$89K	﹤0.01%	1268
2025 Q2	$355K	Sell	2,253 -1,342	-37%	-$190K	﹤0.01%	1263
2025 Q1	$475K	Sell	3,595 -478	-12%	-$70.8K	﹤0.01%	1071
2024 Q4	$605K	Sell	4,073 -273	-6%	-$40.3K	﹤0.01%	1139
2024 Q3	$603K	Buy	4,346 +203	+5%	+$27.3K	﹤0.01%	1101
2024 Q2	$565K	Sell	4,143 -288	-6%	-$38K	﹤0.01%	1090
2024 Q1	$597K	Buy	4,431 +530	+14%	+$70.3K	﹤0.01%	1039
2023 Q4	$500K	Buy	3,901 +642	+20%	+$74.7K	﹤0.01%	1053
2023 Q3	$362K	Buy	+3,259	New	+$373K	﹤0.01%	1132

Other funds holding FXL

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

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

GCA

Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Portfolio Solutions's FXL Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2026, closing a stake of 1,660 shares — an estimated $279K sold.

Envestnet Portfolio Solutions first reported a position in FXL in Q3 2023 and held it in 10 quarters. The position peaked at $605K in Q4 2024. 244 funds tracked by Wall St. Rank hold FXL as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 1,660 First Trust Technology AlphaDEX Fund shares in Q1 2026, an estimated $279K.
Envestnet Portfolio Solutions first reported a position in First Trust Technology AlphaDEX Fund in Q3 2023 and held it in 10 quarters.
Envestnet Portfolio Solutions's First Trust Technology AlphaDEX Fund position peaked at $605K in Q4 2024.
244 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.