BFC Planning, Inc.’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

BFC Planning, Inc.’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	$325K	Sell	1,497 -1	-0.1%	-$195	0.01%	765
2026 Q1	$238K	Sell	1,498 -199	-12%	-$33.3K	0.01%	811
2025 Q4	$286K	Buy	1,697 +190	+13%	+$32.2K	0.01%	735
2025 Q3	$253K	Sell	1,507 -130	-8%	-$21K	0.02%	585
2025 Q2	$258K	Hold	1,637	–	–	0.02%	533
2025 Q1	$216K	Hold	1,637	–	–	0.02%	581
2024 Q4	$243K	Buy	+1,637	New	+$242K	0.02%	541

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 $468B AUM 17.69% 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 $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

BFC Planning, Inc.'s FXL Position: Q2 2026 in Review

BFC Planning, Inc. reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 0.07% in Q2 2026, selling an estimated $195 and leaving 1,497 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #765.

BFC Planning, Inc. first reported a position in FXL in Q4 2024 and has held it in 7 quarters since. 294 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

BFC Planning, Inc. held 1,497 shares of First Trust Technology AlphaDEX Fund worth $325K as of Q2 2026.
BFC Planning, Inc. sold 1 First Trust Technology AlphaDEX Fund share in Q2 2026, an estimated $195.
First Trust Technology AlphaDEX Fund made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #765 holding.
BFC Planning, Inc. first reported a position in First Trust Technology AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
294 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.