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IronBridge Private Wealth’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

IronBridge Private 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
Q2 		$5.9M Buy
+27,169
New +$5.29M 1.94% 16
2026
Q1 		– Sell
-30,226
Closed -$5.08M – 49
2025
Q4 		$5.08M Hold
30,226
– – 1.61% 15
2025
Q3 		$5.08M Buy
+30,226
New +$4.88M 1.6% 17
2024
Q3 		– Sell
-34,171
Closed -$4.66M – 50
2024
Q2 		$4.66M Buy
34,171
+3,289
+11% +$434K 1.74% 19
2024
Q1 		$4.16M Buy
30,882
+1,148
+4% +$152K 1.73% 20
2023
Q4 		$3.81M Buy
+29,734
New +$3.46M 1.86% 23
2021
Q4 		– Sell
-67,323
Closed -$8.27M – 310
2021
Q3 		$8.27M Buy
+67,323
New +$8.46M 4.44% 6

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

IronBridge Private Wealth's FXL Position: Q2 2026 in Review

IronBridge Private Wealth opened a new position in First Trust Technology AlphaDEX Fund (FXL) in Q2 2026: 27,169 shares worth $5.9M. The stake represents 1.94% of the portfolio and ranks #16 among its holdings. This is a return to the name: IronBridge Private Wealth previously reported a position in FXL as recently as Q4 2025.

IronBridge Private Wealth first reported a position in FXL in Q3 2021 and has held it in 7 quarters since. The position peaked at $8.27M in Q3 2021. 289 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

  • IronBridge Private Wealth held 27,169 shares of First Trust Technology AlphaDEX Fund worth $5.9M as of Q2 2026.
  • First Trust Technology AlphaDEX Fund was a new IronBridge Private Wealth position in Q2 2026.
  • First Trust Technology AlphaDEX Fund made up 1.94% of IronBridge Private Wealth's portfolio in Q2 2026, its #16 holding.
  • IronBridge Private Wealth first reported a position in First Trust Technology AlphaDEX Fund in Q3 2021 and has held it in 7 quarters since.
  • IronBridge Private Wealth's First Trust Technology AlphaDEX Fund position peaked at $8.27M in Q3 2021.
  • 289 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on IronBridge Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.