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Regatta Research & Money Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Regatta Research & Money Management’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 		$38.4K Buy
+177
New +$34.5K 0.04% 300

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Regatta Research & Money Management's FXL Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in First Trust Technology AlphaDEX Fund (FXL) in Q2 2026: 177 shares worth $38.4K. The stake represents 0.04% of the portfolio and ranks #300 among its holdings.

234 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

  • Regatta Research & Money Management held 177 shares of First Trust Technology AlphaDEX Fund worth $38.4K as of Q2 2026.
  • First Trust Technology AlphaDEX Fund was a new Regatta Research & Money Management position in Q2 2026.
  • First Trust Technology AlphaDEX Fund made up 0.04% of Regatta Research & Money Management's portfolio in Q2 2026, its #300 holding.
  • 234 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.