Fisher Asset Management
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Fisher Asset Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Fisher Asset 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
Q1 		– Sell
-1,520
Closed -$226K – 1029
2024
Q4 		$226K Buy
+1,520
New +$225K ﹤0.01% 923

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Osaic Holdings
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UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GCA
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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fisher Asset Management's FXL Position: Q1 2025 in Review

Fisher Asset Management sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2025, closing a stake of 1,520 shares — an estimated $226K sold.

Fisher Asset Management first reported a position in FXL in Q4 2024 and held it in 1 quarter. The position peaked at $226K in Q4 2024. 232 funds tracked by Wall St. Rank hold FXL as of Q1 2025.

  • Fisher Asset Management reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Fisher Asset Management sold 1,520 First Trust Technology AlphaDEX Fund shares in Q1 2025, an estimated $226K.
  • Fisher Asset Management first reported a position in First Trust Technology AlphaDEX Fund in Q4 2024 and held it in 1 quarter.
  • Fisher Asset Management's First Trust Technology AlphaDEX Fund position peaked at $226K in Q4 2024.
  • 232 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2025.

Based on Fisher Asset Management's 13F filing for Q1 2025, filed 14 May 2025.