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

IHT 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 		$6.81M Sell
31,334
-50
-0.2% -$9.74K 0.14% 143
2026
Q1 		$4.99M Sell
31,384
-100
-0.3% -$16.7K 0.12% 191
2025
Q4 		$5.32M Sell
31,484
-205
-0.6% -$34.7K 0.13% 164
2025
Q3 		$5.38M Sell
31,689
-651
-2% -$105K 0.14% 153
2025
Q2 		$5.09M Sell
32,340
-227
-0.7% -$32.2K 0.14% 146
2025
Q1 		$4.43M Sell
32,567
-50
-0.2% -$7.41K 0.14% 146
2024
Q4 		$4.85M Sell
32,617
-237
-0.7% -$35K 0.16% 132
2024
Q3 		$4.72M Sell
32,854
-1,535
-4% -$206K 0.13% 149
2024
Q2 		$4.58M Sell
34,389
-159
-0.5% -$21K 0.17% 118
2024
Q1 		$4.66M Sell
34,548
-189
-0.5% -$25.1K 0.19% 108
2023
Q4 		$4.45M Buy
34,737
+12,723
+58% +$1.48M 0.2% 108
2023
Q3 		$2.45M Sell
22,014
-320
-1% -$36.6K 0.12% 167
2023
Q2 		$2.57M Sell
22,334
-14,519
-39% -$1.52M 0.13% 148
2023
Q1 		$3.88M Buy
36,853
+11,538
+46% +$1.16M 0.22% 97
2022
Q4 		$2.32M Sell
25,315
-10,685
-30% -$986K 0.15% 153
2022
Q3 		$3.12M Buy
36,000
+13,091
+57% +$1.3M 0.24% 92
2022
Q2 		$2.16M Sell
22,909
-2,866
-11% -$295K 0.19% 118
2022
Q1 		$2.99M Sell
25,775
-16,114
-38% -$1.88M 0.23% 93
2021
Q4 		$5.53M Buy
41,889
+6,237
+17% +$817K 0.41% 43
2021
Q3 		$4.38M Buy
35,652
+605
+2% +$76K 0.36% 60
2021
Q2 		$4.35M Buy
35,047
+165
+0.5% +$19.6K 0.28% 75
2021
Q1 		$3.96M Sell
34,882
-660
-2% -$76.1K 0.29% 75
2020
Q4 		$3.97M Sell
35,542
-646
-2% -$65.4K 0.33% 62
2020
Q3 		$3.29M Buy
36,188
+1,280
+4% +$113K 0.33% 65
2020
Q2 		$2.91M Buy
34,908
+363
+1% +$26.4K 0.4% 53
2020
Q1 		$2.05M Buy
34,545
+1,260
+4% +$87.6K 0.3% 84
2019
Q4 		$2.42M Sell
33,285
-360
-1% -$24.7K 0.29% 79
2019
Q3 		$2.19M Sell
33,645
-6,813
-17% -$459K 0.3% 79
2019
Q2 		$2.69M Buy
40,458
+1,648
+4% +$108K 0.39% 54
2019
Q1 		$2.48M Sell
38,810
-434
-1% -$26.2K 0.41% 55
2018
Q4 		$2.06M Buy
39,244
+4,801
+14% +$266K 0.4% 63
2018
Q3 		$2.19M Sell
34,443
-370
-1% -$22.4K 0.47% 45
2018
Q2 		$1.96M Sell
34,813
-251
-0.7% -$14.2K 0.5% 47
2018
Q1 		$1.88M Sell
35,064
-1,686
-5% -$93.5K 0.5% 38
2017
Q4 		$2M Buy
36,750
+877
+2% +$44.7K 0.53% 36
2017
Q3 		$1.76M Buy
35,873
+35,525
+10,208% +$1.63M 0.75% 21
2017
Q2 		$2K Sell
348
-100
-22% -$4.35K ﹤0.01% 1219
2017
Q1 		$17K Sell
448
-9,159
-95% -$371K 0.01% 700
2016
Q4 		$366K Buy
+9,607
New +$356K 0.28% 89

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IHT Wealth Management's FXL Position: Q2 2026 in Review

IHT Wealth Management reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 0.16% in Q2 2026, selling an estimated $9.74K and leaving 31,334 shares worth $6.81M. The position accounts for 0.14% of the portfolio, ranked #143.

IHT Wealth Management first reported a position in FXL in Q4 2016 and has held it in 39 quarters since. 289 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

  • IHT Wealth Management held 31,334 shares of First Trust Technology AlphaDEX Fund worth $6.81M as of Q2 2026.
  • IHT Wealth Management sold 50 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $9.74K.
  • First Trust Technology AlphaDEX Fund made up 0.14% of IHT Wealth Management's portfolio in Q2 2026, its #143 holding.
  • IHT Wealth Management first reported a position in First Trust Technology AlphaDEX Fund in Q4 2016 and has held it in 39 quarters since.
  • 289 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.