Kingswood Wealth Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Kingswood Wealth Advisors’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	$344K	Sell	1,585 -7	-0.4%	-$1.36K	0.01%	726
2026 Q1	$253K	Sell	1,592 -10	-0.6%	-$1.67K	0.01%	784
2025 Q4	$270K	Buy	1,602 +72	+5%	+$12.2K	0.01%	717
2025 Q3	$257K	Buy	+1,530	New	+$247K	0.02%	678
2023 Q4	–	Sell	-1,800	Closed	-$202K	–	654
2023 Q3	$202K	Hold	1,800	–	–	0.03%	387
2023 Q2	$207K	Buy	+1,800	New	+$188K	0.07%	246

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

Kingswood Wealth Advisors's FXL Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 0.44% in Q2 2026, selling an estimated $1.36K and leaving 1,585 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #726.

Kingswood Wealth Advisors first reported a position in FXL in Q2 2023 and has held it in 6 quarters since. 289 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Kingswood Wealth Advisors held 1,585 shares of First Trust Technology AlphaDEX Fund worth $344K as of Q2 2026.
Kingswood Wealth Advisors sold 7 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $1.36K.
First Trust Technology AlphaDEX Fund made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #726 holding.
Kingswood Wealth Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q2 2023 and has held it in 6 quarters since.
289 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.