Harbor Asset Planning
FXL icon

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
Q3 		$112K Hold
506
– – 0.08% 137
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Genesee Capital Advisors
Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return
Nilsine Partners
Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Choice Wealth Advisors
Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Harbor Asset Planning's FXL Position: Q3 2026 in Review

Harbor Asset Planning held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q3 2026 at 506 shares worth $112K. The position accounts for 0.08% of the portfolio, ranked #137.

Harbor Asset Planning first reported a position in FXL in Q2 2025 and has held it in 6 quarters since. 169 funds tracked by Wall St. Rank hold FXL as of Q3 2026.

  • Harbor Asset Planning held 506 shares of First Trust Technology AlphaDEX Fund worth $112K as of Q3 2026.
  • Harbor Asset Planning left its First Trust Technology AlphaDEX Fund share count unchanged in Q3 2026.
  • First Trust Technology AlphaDEX Fund made up 0.08% of Harbor Asset Planning's portfolio in Q3 2026, its #137 holding.
  • Harbor Asset Planning first reported a position in First Trust Technology AlphaDEX Fund in Q2 2025 and has held it in 6 quarters since.
  • 169 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.