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Independent Financial Group’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Independent Financial Group’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 		$891K Sell
4,101
-87
-2% -$16.9K 0.02% 742
2026
Q1 		$665K Hold
4,188
– – 0.01% 787
2025
Q4 		$705K Sell
4,188
-265
-6% -$44.9K 0.02% 753
2025
Q3 		$748K Buy
4,453
+74
+2% +$11.9K 0.02% 700
2025
Q2 		$689K Buy
4,379
+1,900
+77% +$270K 0.02% 662
2025
Q1 		$328K Hold
2,479
– – 0.01% 890
2024
Q4 		$368K Sell
2,479
-77
-3% -$11.4K 0.01% 822
2024
Q3 		$354K Buy
2,556
+131
+5% +$17.6K 0.01% 807
2024
Q2 		$330K Sell
2,425
-371
-13% -$49K 0.01% 783
2024
Q1 		$377K Buy
2,796
+79
+3% +$10.5K 0.02% 683
2023
Q4 		$348K Sell
2,717
-12
-0.4% -$1.4K 0.02% 663
2023
Q3 		$303K Buy
2,729
+168
+7% +$19.2K 0.02% 657
2023
Q2 		$295K Hold
2,561
– – 0.02% 648
2023
Q1 		$269K Hold
2,561
– – 0.02% 648
2022
Q4 		$234K Sell
2,561
-1,123
-30% -$104K 0.02% 662
2022
Q3 		$319K Buy
3,684
+1,221
+50% +$121K 0.03% 521
2022
Q2 		$232K Buy
2,463
+33
+1% +$3.4K 0.02% 592
2022
Q1 		$282K Hold
2,430
– – 0.02% 620
2021
Q4 		$321K Buy
2,430
+370
+18% +$48.5K 0.03% 569
2021
Q3 		$253K Hold
2,060
– – 0.03% 587
2021
Q2 		$256K Buy
+2,060
New +$245K 0.03% 583

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

Independent Financial Group's FXL Position: Q2 2026 in Review

Independent Financial Group reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 2.1% in Q2 2026, selling an estimated $16.9K and leaving 4,101 shares worth $891K. The position accounts for 0.02% of the portfolio, ranked #742.

Independent Financial Group first reported a position in FXL in Q2 2021 and has held it in 21 quarters since. 289 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

  • Independent Financial Group held 4,101 shares of First Trust Technology AlphaDEX Fund worth $891K as of Q2 2026.
  • Independent Financial Group sold 87 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $16.9K.
  • First Trust Technology AlphaDEX Fund made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #742 holding.
  • Independent Financial Group first reported a position in First Trust Technology AlphaDEX Fund in Q2 2021 and has held it in 21 quarters since.
  • 289 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.