Kingsview Wealth Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Kingsview Wealth Management’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	$315K	Hold	1,449	–	–	﹤0.01%	1164
2026 Q1	$230K	Sell	1,449 -10	-0.7%	-$1.67K	﹤0.01%	1196
2025 Q4	$246K	Hold	1,459	–	–	﹤0.01%	1089
2025 Q3	$245K	Hold	1,459	–	–	﹤0.01%	1050
2025 Q2	$230K	Buy	+1,459	New	+$207K	﹤0.01%	1053
2025 Q1	–	Sell	-1,459	Closed	-$217K	–	1127
2024 Q4	$217K	Sell	1,459 -45	-3%	-$6.65K	﹤0.01%	1030
2024 Q3	$209K	Buy	1,504 +19	+1%	+$2.55K	﹤0.01%	1026
2024 Q2	$202K	Hold	1,485	–	–	﹤0.01%	988
2024 Q1	$200K	Buy	+1,485	New	+$197K	0.01%	973
2022 Q4	–	Sell	-3,460	Closed	-$300K	–	862
2022 Q3	$300K	Hold	3,460	–	–	0.01%	638
2022 Q2	$326K	Hold	3,460	–	–	0.02%	641
2022 Q1	$402K	Hold	3,460	–	–	0.02%	622
2021 Q4	$457K	Sell	3,460 -190	-5%	-$24.9K	0.02%	600
2021 Q3	$448K	Hold	3,650	–	–	0.02%	576
2021 Q2	$452K	Hold	3,650	–	–	0.02%	587
2021 Q1	$426K	Sell	3,650 -1,162	-24%	-$134K	0.02%	541
2020 Q4	$538K	Sell	4,812 -1,355	-22%	-$137K	0.04%	432
2020 Q3	$561K	Sell	6,167 -1,630	-21%	-$144K	0.05%	340
2020 Q2	$650K	Sell	7,797 -2,679	-26%	-$195K	0.07%	277
2020 Q1	$622K	Sell	10,476 -725	-6%	-$50.4K	0.08%	240
2019 Q4	$813K	Buy	11,201 +5,317	+90%	+$365K	0.1%	220
2019 Q3	$383K	Buy	5,884 +390	+7%	+$26.3K	0.06%	296
2019 Q2	$366K	Sell	5,494 -44,276	-89%	-$2.9M	0.06%	290
2019 Q1	$3.18M	Sell	49,770 -1,623	-3%	-$97.8K	0.48%	52
2018 Q4	$2.7M	Sell	51,393 -2,014	-4%	-$112K	0.59%	49
2018 Q3	$3.39M	Sell	53,407 -1,885	-3%	-$114K	0.69%	36
2018 Q2	$3.11M	Buy	55,292 +3,054	+6%	+$173K	0.74%	35
2018 Q1	$2.87M	Buy	52,238 +17,588	+51%	+$976K	0.71%	39
2017 Q4	$1.78M	Buy	34,650 +18,302	+112%	+$933K	0.63%	38
2017 Q3	$784K	Buy	16,348 +4,536	+38%	+$208K	0.34%	88
2017 Q2	$514K	Buy	11,812 +6,753	+133%	+$294K	0.26%	121
2017 Q1	$213K	Buy	+5,059	New	+$205K	0.13%	215

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

Kingsview Wealth Management's FXL Position: Q2 2026 in Review

Kingsview Wealth Management held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q2 2026 at 1,449 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Kingsview Wealth Management first reported a position in FXL in Q1 2017 and has held it in 32 quarters since. The position peaked at $3.39M in Q3 2018. 289 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Kingsview Wealth Management held 1,449 shares of First Trust Technology AlphaDEX Fund worth $315K as of Q2 2026.
Kingsview Wealth Management left its First Trust Technology AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Technology AlphaDEX Fund made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1164 holding.
Kingsview Wealth Management first reported a position in First Trust Technology AlphaDEX Fund in Q1 2017 and has held it in 32 quarters since.
Kingsview Wealth Management's First Trust Technology AlphaDEX Fund position peaked at $3.39M in Q3 2018.
289 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.