Founders Financial Alliance’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Founders Financial Alliance’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	$5K	Sell	23 -78	-77%	-$15.2K	﹤0.01%	728
2026 Q1	$16K	Hold	101	–	–	﹤0.01%	590
2025 Q4	$16.9K	Buy	101 +19	+23%	+$3.22K	﹤0.01%	476
2025 Q3	$13.7K	Hold	82	–	–	﹤0.01%	589
2025 Q2	$12.8K	Hold	82	–	–	﹤0.01%	449
2025 Q1	$10.8K	Buy	82 +23	+39%	+$3.41K	﹤0.01%	523
2024 Q4	$8.7K	Hold	59	–	–	﹤0.01%	492
2024 Q3	$8.12K	Hold	59	–	–	﹤0.01%	501
2024 Q2	$7.98K	Hold	59	–	–	﹤0.01%	482
2024 Q1	$7.89K	Buy	59 +1	+2%	+$133	﹤0.01%	491
2023 Q4	$7.48K	Hold	58	–	–	﹤0.01%	445
2023 Q3	$6.49K	Hold	58	–	–	﹤0.01%	435
2023 Q2	$6.71K	Hold	58	–	–	﹤0.01%	461
2023 Q1	$6.14K	Sell	58 -970	-94%	-$97.9K	﹤0.01%	418
2022 Q4	$94.1K	Buy	1,028 +1	+0.1%	+$92	0.04%	271
2022 Q3	$89K	Sell	1,027 -335	-25%	-$33.2K	0.05%	265
2022 Q2	$128K	Hold	1,362	–	–	0.06%	242
2022 Q1	$158K	Buy	1,362 +64	+5%	+$7.46K	0.07%	229
2021 Q4	$171K	Buy	1,298 +17	+1%	+$2.23K	0.07%	258
2021 Q3	$157K	Buy	1,281 +101	+9%	+$12.7K	0.07%	243
2021 Q2	$146K	Sell	1,180 -97	-8%	-$11.5K	0.07%	262
2021 Q1	$146K	Buy	1,277 +69	+6%	+$7.95K	0.07%	246
2020 Q4	$136K	Hold	1,208	–	–	0.08%	223
2020 Q3	$109K	Buy	+1,208	New	+$106K	0.07%	245

Other funds holding FXL

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

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

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

Founders Financial Alliance's FXL Position: Q2 2026 in Review

Founders Financial Alliance reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 77% in Q2 2026, selling an estimated $15.2K and leaving 23 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Founders Financial Alliance first reported a position in FXL in Q3 2020 and has held it in 24 quarters since. The position peaked at $171K in Q4 2021. 291 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Founders Financial Alliance held 23 shares of First Trust Technology AlphaDEX Fund worth $5K as of Q2 2026.
Founders Financial Alliance sold 78 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $15.2K.
First Trust Technology AlphaDEX Fund made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #728 holding.
Founders Financial Alliance first reported a position in First Trust Technology AlphaDEX Fund in Q3 2020 and has held it in 24 quarters since.
Founders Financial Alliance's First Trust Technology AlphaDEX Fund position peaked at $171K in Q4 2021.
291 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.