Lido Advisors
FXL icon

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

Lido 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
Q1 		– Sell
-1,198
Closed -$201K – 2014
2025
Q4 		$201K Hold
1,198
– – ﹤0.01% 1774
2025
Q3 		$201K Buy
+1,198
New +$193K ﹤0.01% 1677

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Wells Fargo
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lido Advisors's FXL Position: Q1 2026 in Review

Lido Advisors sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2026, closing a stake of 1,198 shares — an estimated $201K sold.

Lido Advisors first reported a position in FXL in Q3 2025 and held it in 2 quarters. The position peaked at $201K in Q4 2025. 244 funds tracked by Wall St. Rank hold FXL as of Q1 2026.

  • Lido Advisors reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Lido Advisors sold 1,198 First Trust Technology AlphaDEX Fund shares in Q1 2026, an estimated $201K.
  • Lido Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q3 2025 and held it in 2 quarters.
  • Lido Advisors's First Trust Technology AlphaDEX Fund position peaked at $201K in Q4 2025.
  • 244 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.