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Lowe Brockenbrough & Co’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Lowe Brockenbrough & Co’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 		$315K Sell
1,450
-270
-16% -$52.6K 0.01% 249
2026
Q1 		$273K Sell
1,720
-450
-21% -$75.2K 0.01% 251
2025
Q4 		$365K Buy
2,170
+795
+58% +$135K 0.02% 239
2025
Q3 		$231K Buy
+1,375
New +$222K 0.01% 273

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

Lowe Brockenbrough & Co's FXL Position: Q2 2026 in Review

Lowe Brockenbrough & Co reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 16% in Q2 2026, selling an estimated $52.6K and leaving 1,450 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #249.

Lowe Brockenbrough & Co first reported a position in FXL in Q3 2025 and has held it in 4 quarters since. The position peaked at $365K in Q4 2025. 291 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

  • Lowe Brockenbrough & Co held 1,450 shares of First Trust Technology AlphaDEX Fund worth $315K as of Q2 2026.
  • Lowe Brockenbrough & Co sold 270 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $52.6K.
  • First Trust Technology AlphaDEX Fund made up 0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #249 holding.
  • Lowe Brockenbrough & Co first reported a position in First Trust Technology AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
  • Lowe Brockenbrough & Co's First Trust Technology AlphaDEX Fund position peaked at $365K in Q4 2025.
  • 291 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.