NP
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Nilsine Partners’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Nilsine 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
Q1 		$283K Sell
1,539
-200
-12% -$33.4K 0.02% 344
2025
Q4 		$293K Sell
1,739
-20
-1% -$3.39K 0.03% 330
2025
Q3 		$295K Sell
1,759
-107
-6% -$17.3K 0.03% 328
2025
Q2 		$294K Sell
1,866
-913
-33% -$130K 0.03% 318
2025
Q1 		$368K Sell
2,779
-759
-21% -$112K 0.04% 275
2024
Q4 		$526K Buy
3,538
+1,185
+50% +$175K 0.06% 248
2024
Q3 		$326K Hold
2,353
– – 0.04% 276
2024
Q2 		$321K Hold
2,353
– – 0.04% 267
2024
Q1 		$317K Hold
2,353
– – 0.04% 273
2023
Q4 		$301K Buy
2,353
+200
+9% +$23.3K 0.05% 265
2023
Q3 		$239K Hold
2,153
– – 0.04% 301
2023
Q2 		$248K Buy
2,153
+65
+3% +$6.8K 0.04% 309
2023
Q1 		$220K Buy
+2,088
New +$211K 0.03% 320

Other funds holding FXL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return