Guardian Wealth Advisors (North Carolina)’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-23	Closed	-$3.65K	–	450
2026 Q1	$3.65K	Buy	+23	New	+$3.85K	﹤0.01%	575
2025 Q3	–	Sell	-23	Closed	-$3.62K	–	419
2025 Q2	$3.62K	Hold	23	–	–	﹤0.01%	517
2025 Q1	$3.04K	Hold	23	–	–	﹤0.01%	497
2024 Q4	$3.42K	Hold	23	–	–	﹤0.01%	477
2024 Q3	$3.19K	Hold	23	–	–	﹤0.01%	419
2024 Q2	$3.13K	Hold	23	–	–	﹤0.01%	404
2024 Q1	$3.1K	Hold	23	–	–	﹤0.01%	422
2023 Q4	$2.95K	Hold	23	–	–	﹤0.01%	409
2023 Q3	$2.56K	Hold	23	–	–	﹤0.01%	392
2023 Q2	$2.65K	Hold	23	–	–	﹤0.01%	383
2023 Q1	$2.42K	Hold	23	–	–	﹤0.01%	377
2022 Q4	$2.11K	Hold	23	–	–	﹤0.01%	349
2022 Q3	$2K	Hold	23	–	–	﹤0.01%	322
2022 Q2	$2K	Buy	+23	New	+$2.37K	﹤0.01%	331

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

Guardian Wealth Advisors (North Carolina)'s FXL Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2026, closing a stake of 23 shares — an estimated $3.65K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FXL in Q2 2022 and held it in 14 quarters. The position peaked at $3.65K in Q1 2026. 289 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 23 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $3.65K.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust Technology AlphaDEX Fund in Q2 2022 and held it in 14 quarters.
Guardian Wealth Advisors (North Carolina)'s First Trust Technology AlphaDEX Fund position peaked at $3.65K in Q1 2026.
289 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.