Mutual Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Mutual Advisors’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	$779K	Sell	4,905 -10	-0.2%	-$1.67K	0.02%	693
2025 Q4	$827K	Hold	4,915	–	–	0.02%	657
2025 Q3	$844K	Sell	4,915 -516	-10%	-$83.3K	0.02%	645
2025 Q2	$874K	Buy	5,431 +51	+0.9%	+$7.23K	0.02%	562
2025 Q1	$729K	Hold	5,380	–	–	0.02%	566
2024 Q4	$819K	Hold	5,380	–	–	0.02%	544
2024 Q3	$760K	Hold	5,380	–	–	0.02%	572
2024 Q2	$722K	Hold	5,380	–	–	0.02%	587
2024 Q1	$725K	Hold	5,380	–	–	0.02%	582
2023 Q4	$689K	Sell	5,380 -61	-1%	-$7.1K	0.02%	561
2023 Q3	$605K	Sell	5,441 -112	-2%	-$12.8K	0.02%	571
2023 Q2	$639K	Hold	5,553	–	–	0.02%	561
2023 Q1	$584K	Sell	5,553 -241	-4%	-$24.3K	0.02%	575
2022 Q4	$530K	Sell	5,794 -564	-9%	-$52K	0.02%	569
2022 Q3	$551K	Hold	6,358	–	–	0.03%	532
2022 Q2	$598K	Sell	6,358 -477	-7%	-$49.2K	0.04%	481
2022 Q1	$794K	Sell	6,835 -741	-10%	-$86.3K	0.04%	445
2021 Q4	$1M	Hold	7,576	–	–	0.05%	386
2021 Q3	$931K	Sell	7,576 -129	-2%	-$16.2K	0.06%	376
2021 Q2	$957K	Buy	7,705 +104	+1%	+$12.4K	0.06%	361
2021 Q1	$864K	Sell	7,601 -274	-3%	-$31.6K	0.06%	355
2020 Q4	$881K	Sell	7,875 -384	-5%	-$38.9K	0.07%	340
2020 Q3	$751K	Buy	8,259 +234	+3%	+$20.6K	0.07%	319
2020 Q2	$669K	Buy	8,025 +641	+9%	+$46.6K	0.07%	305
2020 Q1	$439K	Buy	7,384 +920	+14%	+$64K	0.06%	312
2019 Q4	$469K	Buy	6,464 +2,548	+65%	+$175K	0.05%	354
2019 Q3	$255K	Sell	3,916 -1,594	-29%	-$107K	0.03%	457
2019 Q2	$367K	Buy	+5,510	New	+$361K	0.05%	394

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

Mutual Advisors's FXL Position: Q1 2026 in Review

Mutual Advisors reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 0.2% in Q1 2026, selling an estimated $1.67K and leaving 4,905 shares worth $779K. The position accounts for 0.02% of the portfolio, ranked #693.

Mutual Advisors first reported a position in FXL in Q2 2019 and has held it in 28 quarters since. The position peaked at $1M in Q4 2021. 244 funds tracked by Wall St. Rank hold FXL as of Q1 2026.

Mutual Advisors held 4,905 shares of First Trust Technology AlphaDEX Fund worth $779K as of Q1 2026.
Mutual Advisors sold 10 First Trust Technology AlphaDEX Fund shares in Q1 2026, an estimated $1.67K.
First Trust Technology AlphaDEX Fund made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #693 holding.
Mutual Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q2 2019 and has held it in 28 quarters since.
Mutual Advisors's First Trust Technology AlphaDEX Fund position peaked at $1M in Q4 2021.
244 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.