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Legend Financial Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Legend Financial 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
2025
Q3 		– Sell
-133
Closed -$20.9K – 82
2025
Q2 		$20.9K Buy
+133
New +$18.9K 0.01% 84
2025
Q1 		– Sell
-133
Closed -$19.8K – 110
2024
Q4 		$19.8K Hold
133
– – 0.01% 85
2024
Q3 		$18.4K Hold
133
– – 0.01% 75
2024
Q2 		$18.1K Hold
133
– – 0.01% 104
2024
Q1 		$17.9K Hold
133
– – 0.01% 96
2023
Q4 		$17K Hold
133
– – 0.01% 96
2023
Q3 		$14.8K Hold
133
– – 0.01% 109
2023
Q2 		$15.3K Hold
133
– – 0.01% 121
2023
Q1 		$14K Hold
133
– – 0.01% 127
2022
Q4 		$12.2K Hold
133
– – 0.01% 149
2022
Q3 		$11.5K Buy
+133
New +$13.2K 0.01% 136

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return