Golden State Wealth Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Golden State Wealth 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
2026 Q2	$10.9K	Hold	50	–	–	﹤0.01%	1099
2026 Q1	$7.94K	Hold	50	–	–	﹤0.01%	1134
2025 Q4	$8.41K	Hold	50	–	–	﹤0.01%	1149
2025 Q3	$8.4K	Hold	50	–	–	﹤0.01%	1141
2025 Q2	$7.87K	Hold	50	–	–	﹤0.01%	1132
2025 Q1	$6.61K	Hold	50	–	–	﹤0.01%	1104
2024 Q4	$7.43K	Buy	+50	New	+$7.39K	﹤0.01%	1025
2020 Q2	–	Sell	-50	Closed	-$3K	–	512
2020 Q1	$3K	Buy	+50	New	+$3.48K	﹤0.01%	810
2019 Q4	–	Sell	-50	Closed	-$3K	–	382
2019 Q3	$3K	Hold	50	–	–	﹤0.01%	920
2019 Q2	$3K	Sell	50 -100	-67%	-$6.54K	﹤0.01%	934
2019 Q1	$10K	Buy	+150	New	+$9.04K	﹤0.01%	775

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

Golden State Wealth Management's FXL Position: Q2 2026 in Review

Golden State Wealth Management held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q2 2026 at 50 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Golden State Wealth Management first reported a position in FXL in Q1 2019 and has held it in 11 quarters since. 291 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Golden State Wealth Management held 50 shares of First Trust Technology AlphaDEX Fund worth $10.9K as of Q2 2026.
Golden State Wealth Management left its First Trust Technology AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Technology AlphaDEX Fund made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1099 holding.
Golden State Wealth Management first reported a position in First Trust Technology AlphaDEX Fund in Q1 2019 and has held it in 11 quarters since.
291 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.