MPWM Advisory Solutions’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

MPWM Advisory Solutions’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	$68.2K	Hold	314	–	–	0.03%	179
2026 Q1	$49.9K	Hold	314	–	–	0.03%	198
2025 Q4	$52.8K	Hold	314	–	–	0.03%	176
2025 Q3	$52.7K	Hold	314	–	–	0.03%	161
2025 Q2	$49.4K	Buy	+314	New	+$44.5K	0.03%	164

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

MPWM Advisory Solutions's FXL Position: Q2 2026 in Review

MPWM Advisory Solutions held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q2 2026 at 314 shares worth $68.2K. The position accounts for 0.03% of the portfolio, ranked #179.

MPWM Advisory Solutions first reported a position in FXL in Q2 2025 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

MPWM Advisory Solutions held 314 shares of First Trust Technology AlphaDEX Fund worth $68.2K as of Q2 2026.
MPWM Advisory Solutions left its First Trust Technology AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Technology AlphaDEX Fund made up 0.03% of MPWM Advisory Solutions's portfolio in Q2 2026, its #179 holding.
MPWM Advisory Solutions first reported a position in First Trust Technology AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
289 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.