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Foundations Investment Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Foundations Investment 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
Q2 		$653K Sell
3,006
-314
-9% -$61.2K 0.01% 695
2026
Q1 		$527K Sell
3,320
-79
-2% -$13.2K 0.01% 703
2025
Q4 		$572K Buy
3,399
+18
+0.5% +$3.05K 0.01% 671
2025
Q3 		$568K Buy
3,381
+937
+38% +$151K 0.01% 623
2025
Q2 		$385K Buy
+2,444
New +$347K 0.01% 659

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Foundations Investment Advisors's FXL Position: Q2 2026 in Review

Foundations Investment Advisors reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 9.5% in Q2 2026, selling an estimated $61.2K and leaving 3,006 shares worth $653K. The position accounts for 0.01% of the portfolio, ranked #695.

Foundations Investment Advisors first reported a position in FXL in Q2 2025 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

  • Foundations Investment Advisors held 3,006 shares of First Trust Technology AlphaDEX Fund worth $653K as of Q2 2026.
  • Foundations Investment Advisors sold 314 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $61.2K.
  • First Trust Technology AlphaDEX Fund made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #695 holding.
  • Foundations Investment Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
  • 289 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.