Morey & Quinn Wealth Partners’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Morey & Quinn Wealth 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	$1.06M	Buy	4,900 +13	+0.3%	+$2.53K	0.68%	37
2026 Q1	$776K	Sell	4,887 -1	-0%	-$167	0.55%	45
2025 Q4	$823K	Hold	4,888	–	–	0.59%	41
2025 Q3	$821K	Hold	4,888	–	–	0.61%	40
2025 Q2	$769K	Sell	4,888 -4	-0.1%	-$567	0.62%	38
2025 Q1	$647K	Hold	4,892	–	–	0.54%	40
2024 Q4	$727K	Buy	+4,892	New	+$723K	0.62%	36

Other funds holding FXL

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morey & Quinn Wealth Partners's FXL Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its First Trust Technology AlphaDEX Fund (FXL) stake by 0.27% in Q2 2026, buying an estimated $2.53K and bringing the position to 4,900 shares worth $1.06M. The position accounts for 0.68% of the portfolio, ranked #37.

Morey & Quinn Wealth Partners first reported a position in FXL in Q4 2024 and has held it in 7 quarters since. 291 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Morey & Quinn Wealth Partners held 4,900 shares of First Trust Technology AlphaDEX Fund worth $1.06M as of Q2 2026.
Morey & Quinn Wealth Partners bought 13 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $2.53K.
First Trust Technology AlphaDEX Fund made up 0.68% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #37 holding.
Morey & Quinn Wealth Partners first reported a position in First Trust Technology AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
291 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.