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

Intrua Financial’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 		$452K Sell
2,079
-20
-1% -$3.9K 0.04% 301
2026
Q1 		$334K Hold
2,099
– – 0.03% 342
2025
Q4 		$353K Hold
2,099
– – 0.04% 330
2025
Q3 		$353K Buy
2,099
+425
+25% +$68.6K 0.04% 315
2025
Q2 		$263K Sell
1,674
-70
-4% -$9.93K 0.04% 308
2025
Q1 		$231K Sell
1,744
-54
-3% -$8K 0.03% 334
2024
Q4 		$267K Hold
1,798
– – 0.04% 293
2024
Q3 		$249K Sell
1,798
-70
-4% -$9.4K 0.04% 331
2024
Q2 		$255K Sell
1,868
-100
-5% -$13.2K 0.04% 334
2024
Q1 		$265K Hold
1,968
– – 0.04% 343
2023
Q4 		$252K Sell
1,968
-2,300
-54% -$268K 0.04% 348
2023
Q3 		$474K Sell
4,268
-200
-4% -$22.9K 0.08% 205
2023
Q2 		$514K Sell
4,468
-208
-4% -$21.7K 0.09% 194
2023
Q1 		$460K Sell
4,676
-641
-12% -$64.7K 0.1% 195
2022
Q4 		$511K Sell
5,317
-728
-12% -$67.1K 0.12% 184
2022
Q3 		$524K Buy
6,045
+33
+0.5% +$3.27K 0.14% 158
2022
Q2 		$566K Hold
6,012
– – 0.12% 185
2022
Q1 		$698K Sell
6,012
-319
-5% -$37.2K 0.12% 172
2021
Q4 		$836K Hold
6,331
– – 0.15% 145
2021
Q3 		$820K Sell
6,331
-200
-3% -$25.1K 0.15% 146
2021
Q2 		$820K Hold
6,531
– – 0.2% 111
2021
Q1 		$798K Buy
6,531
+1,884
+41% +$217K 0.2% 105
2020
Q4 		$520K Hold
4,647
– – 0.23% 88
2020
Q3 		$454K Sell
4,647
-1,059
-19% -$93.2K 0.22% 100
2020
Q2 		$500K Buy
+5,706
New +$415K 0.19% 112

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

Intrua Financial's FXL Position: Q2 2026 in Review

Intrua Financial reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 0.95% in Q2 2026, selling an estimated $3.9K and leaving 2,079 shares worth $452K. The position accounts for 0.04% of the portfolio, ranked #301.

Intrua Financial first reported a position in FXL in Q2 2020 and has held it in 25 quarters since. The position peaked at $836K in Q4 2021. 291 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

  • Intrua Financial held 2,079 shares of First Trust Technology AlphaDEX Fund worth $452K as of Q2 2026.
  • Intrua Financial sold 20 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $3.9K.
  • First Trust Technology AlphaDEX Fund made up 0.04% of Intrua Financial's portfolio in Q2 2026, its #301 holding.
  • Intrua Financial first reported a position in First Trust Technology AlphaDEX Fund in Q2 2020 and has held it in 25 quarters since.
  • Intrua Financial's First Trust Technology AlphaDEX Fund position peaked at $836K in Q4 2021.
  • 291 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.