EPG Wealth Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

EPG Wealth Management’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
2025 Q2	–	Sell	-428	Closed	-$56.7K	–	359
2025 Q1	$56.7K	Hold	428	–	–	0.02%	281
2024 Q4	$63.6K	Hold	428	–	–	0.02%	282
2024 Q3	$59.4K	Buy	+428	New	+$57.5K	0.02%	290
2024 Q2	–	Sell	-428	Closed	-$56.5K	–	309
2024 Q1	$57.7K	Hold	428	–	–	0.01%	309
2023 Q4	$57.5K	Buy	428 +1	+0.2%	+$116	0.02%	298
2023 Q3	$47.5K	Hold	427	–	–	0.01%	303
2023 Q2	$49.1K	Hold	427	–	–	0.01%	296
2023 Q1	$44.9K	Buy	427 +1	+0.2%	+$101	0.01%	301
2022 Q4	$39K	Hold	426	–	–	0.01%	276
2022 Q3	$37K	Buy	+426	New	+$42.2K	0.02%	275
2022 Q2	–	Sell	-959	Closed	-$111K	–	273
2022 Q1	$111K	Buy	959 +1	+0.1%	+$117	0.04%	256
2021 Q4	$127K	Buy	958 +1	+0.1%	+$131	0.04%	247
2021 Q3	$118K	Buy	+957	New	+$120K	0.05%	234
2020 Q2	–	Sell	-1,317	Closed	-$78K	–	367
2020 Q1	$78K	Buy	+1,317	New	+$91.6K	0.06%	211

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

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

GCA

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

EPG Wealth Management's FXL Position: Q2 2025 in Review

EPG Wealth Management sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2025, closing a stake of 428 shares — an estimated $56.7K sold.

EPG Wealth Management first reported a position in FXL in Q1 2020 and held it in 14 quarters. The position peaked at $127K in Q4 2021. 254 funds tracked by Wall St. Rank hold FXL as of Q2 2025.

EPG Wealth Management reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
EPG Wealth Management sold 428 First Trust Technology AlphaDEX Fund shares in Q2 2025, an estimated $56.7K.
EPG Wealth Management first reported a position in First Trust Technology AlphaDEX Fund in Q1 2020 and held it in 14 quarters.
EPG Wealth Management's First Trust Technology AlphaDEX Fund position peaked at $127K in Q4 2021.
254 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.