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
2025 Q3	–	Sell	-5,000	Closed	-$787K	–	12903
2025 Q2	$787K	Buy	+5,000	New	+$709K	﹤0.01%	8059
2025 Q1	–	Sell	-18,100	Closed	-$2.69M	–	12812
2024 Q4	$2.69M	Buy	18,100 +16,100	+805%	+$2.38M	﹤0.01%	4678
2024 Q3	$277K	Sell	2,000 -400	-17%	-$53.7K	﹤0.01%	9773
2024 Q2	$327K	Buy	+2,400	New	+$317K	﹤0.01%	9252
2019 Q1	–	Sell	-5,000	Closed	-$263K	–	9189
2018 Q4	$263K	Sell	5,000 -4,500	-47%	-$249K	﹤0.01%	7236
2018 Q3	$604K	Sell	9,500 -1,200	-11%	-$72.7K	﹤0.01%	6184
2018 Q2	$602K	Buy	+10,700	New	+$605K	﹤0.01%	6423

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.