Money Concepts Capital’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Money Concepts Capital’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	-1,234	Closed	-$208K	–	583
2025 Q4	$208K	Buy	+1,234	New	+$209K	0.01%	503
2023 Q1	–	Sell	-3,601	Closed	-$330K	–	1415
2022 Q4	$330K	Buy	+3,601	New	+$332K	0.01%	534
2022 Q3	–	Sell	-1,788	Closed	-$168K	–	1587
2022 Q2	$168K	Sell	1,788 -1,603	-47%	-$165K	0.01%	451
2022 Q1	$394K	Buy	3,391 +1,542	+83%	+$180K	0.02%	502
2021 Q4	$244K	Buy	+1,849	New	+$242K	0.02%	452
2021 Q1	$369K	Sell	3,247 -87,368	-96%	-$10.1M	0.03%	370
2020 Q4	$10.1M	Buy	+90,615	New	+$9.17M	0.94%	28

Other funds holding FXL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Money Concepts Capital's FXL Position: Q1 2026 in Review

Money Concepts Capital sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2026, closing a stake of 1,234 shares — an estimated $208K sold.

Money Concepts Capital first reported a position in FXL in Q4 2020 and held it in 7 quarters. The position peaked at $10.1M in Q4 2020. 244 funds tracked by Wall St. Rank hold FXL as of Q1 2026.

Money Concepts Capital reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Money Concepts Capital sold 1,234 First Trust Technology AlphaDEX Fund shares in Q1 2026, an estimated $208K.
Money Concepts Capital first reported a position in First Trust Technology AlphaDEX Fund in Q4 2020 and held it in 7 quarters.
Money Concepts Capital's First Trust Technology AlphaDEX Fund position peaked at $10.1M in Q4 2020.
244 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.