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Gateway Wealth Partners’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Gateway Wealth Partners’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 		$698K Sell
3,212
-2,882
-47% -$561K 0.04% 388
2026
Q1 		$968K Buy
6,094
+2,932
+93% +$490K 0.04% 381
2025
Q4 		$532K Sell
3,162
-189
-6% -$32K 0.06% 266
2025
Q3 		$563K Sell
3,351
-32
-0.9% -$5.17K 0.08% 233
2025
Q2 		$532K Buy
3,383
+35
+1% +$4.96K 0.1% 193
2025
Q1 		$443K Sell
3,348
-1,079
-24% -$160K 0.1% 197
2024
Q4 		$658K Buy
4,427
+128
+3% +$18.9K 0.17% 134
2024
Q3 		$596K Sell
4,299
-38
-0.9% -$5.1K 0.16% 134
2024
Q2 		$591K Sell
4,337
-112
-3% -$14.8K 0.18% 134
2024
Q1 		$600K Buy
4,449
+1,715
+63% +$228K 0.22% 107
2023
Q4 		$350K Sell
2,734
-168
-6% -$19.6K 0.14% 136
2023
Q3 		$323K Buy
2,902
+881
+44% +$101K 0.06% 179
2023
Q2 		$233K Buy
+2,021
New +$211K 0.04% 214

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

Gateway Wealth Partners's FXL Position: Q2 2026 in Review

Gateway Wealth Partners reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 47% in Q2 2026, selling an estimated $561K and leaving 3,212 shares worth $698K. The position accounts for 0.04% of the portfolio, ranked #388.

Gateway Wealth Partners first reported a position in FXL in Q2 2023 and has held it in 13 quarters since. The position peaked at $968K in Q1 2026. 289 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

  • Gateway Wealth Partners held 3,212 shares of First Trust Technology AlphaDEX Fund worth $698K as of Q2 2026.
  • Gateway Wealth Partners sold 2,882 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $561K.
  • First Trust Technology AlphaDEX Fund made up 0.04% of Gateway Wealth Partners's portfolio in Q2 2026, its #388 holding.
  • Gateway Wealth Partners first reported a position in First Trust Technology AlphaDEX Fund in Q2 2023 and has held it in 13 quarters since.
  • Gateway Wealth Partners's First Trust Technology AlphaDEX Fund position peaked at $968K in Q1 2026.
  • 289 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.