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McDonald Partners’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

McDonald Partners’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 		$59.7K Buy
+275
New +$53.6K 0.01% 316

Other funds holding FXL

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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

McDonald Partners's FXL Position: Q2 2026 in Review

McDonald Partners opened a new position in First Trust Technology AlphaDEX Fund (FXL) in Q2 2026: 275 shares worth $59.7K. The stake represents 0.01% of the portfolio and ranks #316 among its holdings.

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

  • McDonald Partners held 275 shares of First Trust Technology AlphaDEX Fund worth $59.7K as of Q2 2026.
  • First Trust Technology AlphaDEX Fund was a new McDonald Partners position in Q2 2026.
  • First Trust Technology AlphaDEX Fund made up 0.01% of McDonald Partners's portfolio in Q2 2026, its #316 holding.
  • 105 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.