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

Institute for 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	$424K	Hold	1,950	–	–	0.04%	361
2026 Q1	$310K	Hold	1,950	–	–	0.03%	415
2025 Q4	$328K	Hold	1,950	–	–	0.03%	414
2025 Q3	$328K	Hold	1,950	–	–	0.03%	431
2025 Q2	$307K	Hold	1,950	–	–	0.03%	430
2025 Q1	$258K	Hold	1,950	–	–	0.03%	453
2024 Q4	$290K	Sell	1,950 -50	-3%	-$7.39K	0.04%	404
2024 Q3	$277K	Hold	2,000	–	–	0.04%	436
2024 Q2	$273K	Hold	2,000	–	–	0.04%	408
2024 Q1	$270K	Hold	2,000	–	–	0.03%	414
2023 Q4	$256K	Hold	2,000	–	–	0.04%	403
2023 Q3	$222K	Hold	2,000	–	–	0.04%	413
2023 Q2	$230K	Hold	2,000	–	–	0.04%	415
2023 Q1	$210K	Buy	+2,000	New	+$202K	0.04%	419
2022 Q2	–	Sell	-2,100	Closed	-$244K	–	546
2022 Q1	$244K	Hold	2,100	–	–	0.04%	471
2021 Q4	$277K	Hold	2,100	–	–	0.05%	396
2021 Q3	$258K	Hold	2,100	–	–	0.05%	410
2021 Q2	$261K	Buy	2,100 +50	+2%	+$5.94K	0.05%	403
2021 Q1	$233K	Sell	2,050 -100	-5%	-$11.5K	0.04%	410
2020 Q4	$240K	Buy	+2,150	New	+$218K	0.05%	390
2020 Q1	–	Sell	-2,300	Closed	-$167K	–	488
2019 Q4	$167K	Buy	+2,300	New	+$158K	0.04%	436

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

Institute for Wealth Management's FXL Position: Q2 2026 in Review

Institute for Wealth Management held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q2 2026 at 1,950 shares worth $424K. The position accounts for 0.04% of the portfolio, ranked #361.

Institute for Wealth Management first reported a position in FXL in Q4 2019 and has held it in 21 quarters since. 289 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Institute for Wealth Management held 1,950 shares of First Trust Technology AlphaDEX Fund worth $424K as of Q2 2026.
Institute for Wealth Management left its First Trust Technology AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Technology AlphaDEX Fund made up 0.04% of Institute for Wealth Management's portfolio in Q2 2026, its #361 holding.
Institute for Wealth Management first reported a position in First Trust Technology AlphaDEX Fund in Q4 2019 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 Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.