Keystone Wealth Services’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Keystone Wealth 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 Q2	$241K	Buy	+1,109	New	+$216K	0.04%	286
2022 Q2	–	Sell	-2,569	Closed	-$298K	–	175
2022 Q1	$298K	Hold	2,569	–	–	0.12%	136
2021 Q4	$339K	Buy	+2,569	New	+$336K	0.14%	124

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

Keystone Wealth Services's FXL Position: Q2 2026 in Review

Keystone Wealth Services opened a new position in First Trust Technology AlphaDEX Fund (FXL) in Q2 2026: 1,109 shares worth $241K. The stake represents 0.04% of the portfolio and ranks #286 among its holdings. This is a return to the name: Keystone Wealth Services previously reported a position in FXL as recently as Q1 2022.

Keystone Wealth Services first reported a position in FXL in Q4 2021 and has held it in 3 quarters since. The position peaked at $339K in Q4 2021. 290 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Keystone Wealth Services held 1,109 shares of First Trust Technology AlphaDEX Fund worth $241K as of Q2 2026.
First Trust Technology AlphaDEX Fund was a new Keystone Wealth Services position in Q2 2026.
First Trust Technology AlphaDEX Fund made up 0.04% of Keystone Wealth Services's portfolio in Q2 2026, its #286 holding.
Keystone Wealth Services first reported a position in First Trust Technology AlphaDEX Fund in Q4 2021 and has held it in 3 quarters since.
Keystone Wealth Services's First Trust Technology AlphaDEX Fund position peaked at $339K in Q4 2021.
290 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.