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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
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

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GCA
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Bank of America
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Truist Financial
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return