Impact Partnership Wealth’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Impact Partnership Wealth’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	$272K	Sell	1,250 -50	-4%	-$9.74K	0.03%	358
2026 Q1	$207K	Buy	1,300 +50	+4%	+$8.36K	0.03%	340
2025 Q4	$210K	Hold	1,250	–	–	0.03%	337
2025 Q3	$210K	Sell	1,250 -149	-11%	-$24.1K	0.03%	288
2025 Q2	$220K	Buy	+1,399	New	+$198K	0.04%	264
2025 Q1	–	Sell	-1,500	Closed	-$223K	–	293
2024 Q4	$223K	Hold	1,500	–	–	0.05%	261
2024 Q3	$208K	Hold	1,500	–	–	0.05%	226
2024 Q2	$204K	Hold	1,500	–	–	0.05%	207
2024 Q1	$202K	Sell	1,500 -257	-15%	-$34.1K	0.08%	171
2023 Q4	$225K	Hold	1,757	–	–	0.08%	162
2023 Q3	$195K	Buy	+1,757	New	+$201K	0.06%	180

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

Impact Partnership Wealth's FXL Position: Q2 2026 in Review

Impact Partnership Wealth reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 3.8% in Q2 2026, selling an estimated $9.74K and leaving 1,250 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #358.

Impact Partnership Wealth first reported a position in FXL in Q3 2023 and has held it in 11 quarters since. 292 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Impact Partnership Wealth held 1,250 shares of First Trust Technology AlphaDEX Fund worth $272K as of Q2 2026.
Impact Partnership Wealth sold 50 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $9.74K.
First Trust Technology AlphaDEX Fund made up 0.03% of Impact Partnership Wealth's portfolio in Q2 2026, its #358 holding.
Impact Partnership Wealth first reported a position in First Trust Technology AlphaDEX Fund in Q3 2023 and has held it in 11 quarters since.
292 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.