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N.E.W. Advisory Services’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

N.E.W. Advisory Services’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
2025
Q2 		– Sell
-90
Closed -$11.9K – 868
2025
Q1 		$11.9K Buy
+90
New +$13.3K ﹤0.01% 580

Other funds holding FXL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

N.E.W. Advisory Services's FXL Position: Q2 2025 in Review

N.E.W. Advisory Services sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2025, closing a stake of 90 shares — an estimated $11.9K sold.

N.E.W. Advisory Services first reported a position in FXL in Q1 2025 and held it in 1 quarter. The position peaked at $11.9K in Q1 2025. 254 funds tracked by Wall St. Rank hold FXL as of Q2 2025.

  • N.E.W. Advisory Services reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • N.E.W. Advisory Services sold 90 First Trust Technology AlphaDEX Fund shares in Q2 2025, an estimated $11.9K.
  • N.E.W. Advisory Services first reported a position in First Trust Technology AlphaDEX Fund in Q1 2025 and held it in 1 quarter.
  • N.E.W. Advisory Services's First Trust Technology AlphaDEX Fund position peaked at $11.9K in Q1 2025.
  • 254 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2025.

Based on N.E.W. Advisory Services's 13F filing for Q2 2025, filed 18 Aug 2025.