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Harbor Asset Planning’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Harbor Asset Planning’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 		$110K Hold
506
– – 0.08% 138
2026
Q1 		$80.4K Hold
506
– – 0.07% 155
2025
Q4 		$85.2K Hold
506
– – 0.07% 147
2025
Q3 		$85K Hold
506
– – 0.08% 150
2025
Q2 		$79.6K Buy
+506
New +$71.8K 0.08% 148

Other funds holding FXL

RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Harbor Asset Planning's FXL Position: Q2 2026 in Review

Harbor Asset Planning held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q2 2026 at 506 shares worth $110K. The position accounts for 0.08% of the portfolio, ranked #138.

Harbor Asset Planning first reported a position in FXL in Q2 2025 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

  • Harbor Asset Planning held 506 shares of First Trust Technology AlphaDEX Fund worth $110K as of Q2 2026.
  • Harbor Asset Planning left its First Trust Technology AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Technology AlphaDEX Fund made up 0.08% of Harbor Asset Planning's portfolio in Q2 2026, its #138 holding.
  • Harbor Asset Planning first reported a position in First Trust Technology AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
  • 63 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.