Jeff Yass’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Jeff Yass’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	$3.13M	Buy	+14,400	New	+$2.81M	﹤0.01%	5537
2026 Q1	–	Sell	-5,100	Closed	-$858K	–	13478
2025 Q4	$858K	Hold	5,100	–	–	﹤0.01%	7532
2025 Q3	$857K	Buy	5,100 +2,400	+89%	+$388K	﹤0.01%	7704
2025 Q2	$425K	Buy	+2,700	New	+$383K	﹤0.01%	9546
2025 Q1	–	Sell	-5,000	Closed	-$743K	–	12811
2024 Q4	$743K	Sell	5,000 -1,200	-19%	-$177K	﹤0.01%	7681
2024 Q3	$860K	Buy	6,200 +900	+17%	+$121K	﹤0.01%	7164
2024 Q2	$722K	Buy	5,300 +200	+4%	+$26.4K	﹤0.01%	7344
2024 Q1	$688K	Buy	+5,100	New	+$677K	﹤0.01%	7744
2023 Q1	–	Sell	-2,200	Closed	-$201K	–	12879
2022 Q4	$201K	Buy	+2,200	New	+$203K	﹤0.01%	10108
2022 Q3	–	Sell	-2,700	Closed	-$254K	–	13509
2022 Q2	$254K	Buy	+2,700	New	+$278K	﹤0.01%	10011
2019 Q3	–	Sell	-3,500	Closed	-$233K	–	10383
2019 Q2	$233K	Buy	+3,500	New	+$229K	﹤0.01%	8825

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

Jeff Yass's FXL Position: Q2 2026 in Review

Jeff Yass reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 40% in Q2 2026, selling an estimated $2.72M and leaving 20,849 shares worth $4.53M. The position accounts for ﹤0.01% of the portfolio, ranked #4815.

Jeff Yass first reported a position in FXL in Q2 2013 and has held it in 44 quarters since. The position peaked at $30.3M in Q4 2018. 289 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Jeff Yass held 20,849 shares of First Trust Technology AlphaDEX Fund worth $4.53M as of Q2 2026.
Jeff Yass sold 13,970 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $2.72M.
First Trust Technology AlphaDEX Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #4815 holding.
Jeff Yass first reported a position in First Trust Technology AlphaDEX Fund in Q2 2013 and has held it in 44 quarters since.
Jeff Yass's First Trust Technology AlphaDEX Fund position peaked at $30.3M in Q4 2018.
289 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.