LF
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LifeSteps Financial’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

LifeSteps Financial’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 		$1.74K Buy
+8
New +$1.56K ﹤0.01% 694
2024
Q2 		– Sell
-11
Closed -$1.48K – 203
2024
Q1 		$1.48K Buy
+11
New +$1.46K ﹤0.01% 402

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LifeSteps Financial's FXL Position: Q2 2026 in Review

LifeSteps Financial opened a new position in First Trust Technology AlphaDEX Fund (FXL) in Q2 2026: 8 shares worth $1.74K. The stake represents ﹤0.01% of the portfolio and ranks #694 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in FXL as recently as Q1 2024.

LifeSteps Financial first reported a position in FXL in Q1 2024 and has held it in 2 quarters since. 291 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

  • LifeSteps Financial held 8 shares of First Trust Technology AlphaDEX Fund worth $1.74K as of Q2 2026.
  • First Trust Technology AlphaDEX Fund was a new LifeSteps Financial position in Q2 2026.
  • First Trust Technology AlphaDEX Fund made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #694 holding.
  • LifeSteps Financial first reported a position in First Trust Technology AlphaDEX Fund in Q1 2024 and has held it in 2 quarters since.
  • 291 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.