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EverSource Wealth Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

EverSource Wealth 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
2025
Q3 		– Sell
-43
Closed -$6.77K – 4379
2025
Q2 		$6.77K Buy
+43
New +$6.1K ﹤0.01% 3031

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EverSource Wealth Advisors's FXL Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of First Trust Technology AlphaDEX Fund (FXL) in Q3 2025, closing a stake of 43 shares — an estimated $6.77K sold.

EverSource Wealth Advisors first reported a position in FXL in Q2 2025 and held it in 1 quarter. The position peaked at $6.77K in Q2 2025. 252 funds tracked by Wall St. Rank hold FXL as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining First Trust Technology AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 43 First Trust Technology AlphaDEX Fund shares in Q3 2025, an estimated $6.77K.
  • EverSource Wealth Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q2 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's First Trust Technology AlphaDEX Fund position peaked at $6.77K in Q2 2025.
  • 252 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.