Kestra Advisory Services’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Kestra Advisory Services’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 Q1	$3.36M	Buy	21,134 +1,345	+7%	+$225K	0.01%	1005
2025 Q4	$3.33M	Buy	19,789 +276	+1%	+$46.7K	0.01%	951
2025 Q3	$3.28M	Sell	19,513 -315	-2%	-$50.9K	0.02%	912
2025 Q2	$3.12M	Sell	19,828 -594	-3%	-$84.3K	0.02%	847
2025 Q1	$2.7M	Buy	20,422 +559	+3%	+$82.8K	0.01%	853
2024 Q4	$2.95M	Buy	19,863 +3,638	+22%	+$537K	0.02%	804
2024 Q3	$2.25M	Sell	16,225 -1,018	-6%	-$137K	0.01%	900
2024 Q2	$2.35M	Buy	17,243 +887	+5%	+$117K	0.01%	887
2024 Q1	$2.21M	Buy	16,356 +1,436	+10%	+$191K	0.01%	830
2023 Q4	$1.91M	Buy	14,920 +4,033	+37%	+$470K	0.02%	813
2023 Q3	$1.21M	Buy	10,887 +1,742	+19%	+$199K	0.01%	910
2023 Q2	$1.05M	Sell	9,145 -1,038	-10%	-$109K	0.01%	956
2023 Q1	$1.07M	Sell	10,183 -1,904	-16%	-$192K	0.01%	913
2022 Q4	$1.11M	Buy	12,087 +749	+7%	+$69.1K	0.01%	1016
2022 Q3	$983K	Sell	11,338 -1,683	-13%	-$167K	0.01%	983
2022 Q2	$1.23M	Sell	13,021 -1,496	-10%	-$154K	0.01%	880
2022 Q1	$1.69M	Sell	14,517 -3,659	-20%	-$426K	0.02%	736
2021 Q4	$2.4M	Buy	18,176 +265	+1%	+$34.7K	0.02%	623
2021 Q3	$2.2M	Buy	17,911 +455	+3%	+$57.2K	0.02%	664
2021 Q2	$2.17M	Sell	17,456 -1,524	-8%	-$181K	0.02%	618
2021 Q1	$2.16M	Sell	18,980 -8,219	-30%	-$947K	0.03%	573
2020 Q4	$3.04M	Buy	27,199 +5,368	+25%	+$543K	0.04%	459
2020 Q3	$1.99M	Buy	+21,831	New	+$1.92M	0.04%	436

Other funds holding FXL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kestra Advisory Services's FXL Position: Q1 2026 in Review

Kestra Advisory Services increased its First Trust Technology AlphaDEX Fund (FXL) stake by 6.8% in Q1 2026, buying an estimated $225K and bringing the position to 21,134 shares worth $3.36M. The position accounts for 0.01% of the portfolio, ranked #1005.

Kestra Advisory Services first reported a position in FXL in Q3 2020 and has held it in 23 quarters since. 244 funds tracked by Wall St. Rank hold FXL as of Q1 2026.

Kestra Advisory Services held 21,134 shares of First Trust Technology AlphaDEX Fund worth $3.36M as of Q1 2026.
Kestra Advisory Services bought 1,345 First Trust Technology AlphaDEX Fund shares in Q1 2026, an estimated $225K.
First Trust Technology AlphaDEX Fund made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1005 holding.
Kestra Advisory Services first reported a position in First Trust Technology AlphaDEX Fund in Q3 2020 and has held it in 23 quarters since.
244 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.