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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
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 – 458
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return