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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
2018
Q1 		– Sell
-100
Closed -$1K – 388
2017
Q4 		$1K Buy
+100
New +$5.1K ﹤0.01% 376

Other funds holding FXL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kingsview Wealth Management's FXL Position: Q1 2026 in Review

Kingsview Wealth Management reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 0.69% in Q1 2026, selling an estimated $1.67K and leaving 1,449 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Kingsview Wealth Management first reported a position in FXL in Q1 2017 and has held it in 31 quarters since. The position peaked at $3.39M in Q3 2018. 244 funds tracked by Wall St. Rank hold FXL as of Q1 2026.

  • Kingsview Wealth Management held 1,449 shares of First Trust Technology AlphaDEX Fund worth $230K as of Q1 2026.
  • Kingsview Wealth Management sold 10 First Trust Technology AlphaDEX Fund shares in Q1 2026, an estimated $1.67K.
  • First Trust Technology AlphaDEX Fund made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1196 holding.
  • Kingsview Wealth Management first reported a position in First Trust Technology AlphaDEX Fund in Q1 2017 and has held it in 31 quarters since.
  • Kingsview Wealth Management's First Trust Technology AlphaDEX Fund position peaked at $3.39M in Q3 2018.
  • 244 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.