Ken Fisher
FXL icon

Ken Fisher’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Ken Fisher’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
Q1 		– Sell
-1,520
Closed -$226K – 1029
2024
Q4 		$226K Buy
+1,520
New +$225K ﹤0.01% 923

Other funds holding FXL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ken Fisher's FXL Position: Q1 2025 in Review

Ken Fisher sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2025, closing a stake of 1,520 shares — an estimated $226K sold.

Ken Fisher first reported a position in FXL in Q4 2024 and held it in 1 quarter. The position peaked at $226K in Q4 2024. 231 funds tracked by Wall St. Rank hold FXL as of Q1 2025.

  • Ken Fisher reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Ken Fisher sold 1,520 First Trust Technology AlphaDEX Fund shares in Q1 2025, an estimated $226K.
  • Ken Fisher first reported a position in First Trust Technology AlphaDEX Fund in Q4 2024 and held it in 1 quarter.
  • Ken Fisher's First Trust Technology AlphaDEX Fund position peaked at $226K in Q4 2024.
  • 231 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2025.

Based on Fisher Asset Management's 13F filing for Q1 2025, filed 14 May 2025.