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 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Legend Financial Advisors's FXL Position: Q3 2025 in Review

Legend Financial Advisors sold out of First Trust Technology AlphaDEX Fund (FXL) in Q3 2025, closing a stake of 133 shares — an estimated $20.9K sold.

Legend Financial Advisors first reported a position in FXL in Q3 2022 and held it in 11 quarters. The position peaked at $20.9K in Q2 2025. 252 funds tracked by Wall St. Rank hold FXL as of Q3 2025.

Legend Financial Advisors reported no remaining First Trust Technology AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 133 First Trust Technology AlphaDEX Fund shares in Q3 2025, an estimated $20.9K.
Legend Financial Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q3 2022 and held it in 11 quarters.
Legend Financial Advisors's First Trust Technology AlphaDEX Fund position peaked at $20.9K in Q2 2025.
252 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.