Independent Advisor Alliance’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Independent Advisor Alliance’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	–	Sell	-27,249	Closed	-$4.33M	–	1270
2026 Q1	$4.33M	Buy	+27,249	New	+$4.56M	0.05%	344
2025 Q1	–	Sell	-78,957	Closed	-$11.7M	–	1013
2024 Q4	$11.7M	Buy	+78,957	New	+$11.7M	0.16%	146
2021 Q3	–	Sell	-11,713	Closed	-$1.45M	–	650
2021 Q2	$1.45M	Buy	11,713 +369	+3%	+$43.9K	0.08%	206
2021 Q1	$1.29M	Buy	+11,344	New	+$1.31M	0.08%	210
2020 Q1	–	Sell	-44,174	Closed	-$3.21M	–	564
2019 Q4	$3.21M	Buy	+44,174	New	+$3.03M	0.14%	159

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

Independent Advisor Alliance's FXL Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2026, closing a stake of 27,249 shares — an estimated $4.33M sold.

Independent Advisor Alliance first reported a position in FXL in Q4 2019 and held it in 5 quarters. The position peaked at $11.7M in Q4 2024. 289 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Independent Advisor Alliance reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 27,249 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $4.33M.
Independent Advisor Alliance first reported a position in First Trust Technology AlphaDEX Fund in Q4 2019 and held it in 5 quarters.
Independent Advisor Alliance's First Trust Technology AlphaDEX Fund position peaked at $11.7M in Q4 2024.
289 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.