NWF Advisory Services’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

NWF 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
2026 Q3	$365K	Hold	1,650	–	–	0.03%	276
2026 Q2	$358K	Hold	1,650	–	–	0.03%	277
2026 Q1	$262K	Hold	1,650	–	–	0.03%	319
2025 Q4	$278K	Hold	1,650	–	–	0.03%	301
2025 Q3	$277K	Sell	1,650 -38	-2%	-$6.14K	0.03%	308
2025 Q2	$266K	Buy	1,688 +38	+2%	+$5.39K	0.03%	317
2025 Q1	$218K	Buy	+1,650	New	+$244K	0.03%	304
2024 Q4	–	Sell	-2,650	Closed	-$367K	–	334
2024 Q3	$367K	Hold	2,650	–	–	0.05%	210
2024 Q2	$361K	Hold	2,650	–	–	0.06%	194
2024 Q1	$357K	Hold	2,650	–	–	0.06%	205
2023 Q4	$339K	Hold	2,650	–	–	0.07%	187
2023 Q3	$295K	Buy	2,650 +450	+20%	+$51.4K	0.07%	187
2023 Q2	$253K	Hold	2,200	–	–	0.06%	205
2023 Q1	$253K	Buy	+2,200	New	+$222K	0.06%	204

Other funds holding FXL

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Paragon Private Wealth Management Lexington, Kentucky $326M AUM 26.55% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Gimbal Financial Carmel, Indiana $172M AUM

NWF Advisory Services's FXL Position: Q3 2026 in Review

NWF Advisory Services held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q3 2026 at 1,650 shares worth $365K. The position accounts for 0.03% of the portfolio, ranked #276.

NWF Advisory Services first reported a position in FXL in Q1 2023 and has held it in 14 quarters since. The position peaked at $367K in Q3 2024. 61 funds tracked by Wall St. Rank hold FXL as of Q3 2026.

NWF Advisory Services held 1,650 shares of First Trust Technology AlphaDEX Fund worth $365K as of Q3 2026.
NWF Advisory Services left its First Trust Technology AlphaDEX Fund share count unchanged in Q3 2026.
First Trust Technology AlphaDEX Fund made up 0.03% of NWF Advisory Services's portfolio in Q3 2026, its #276 holding.
NWF Advisory Services first reported a position in First Trust Technology AlphaDEX Fund in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's First Trust Technology AlphaDEX Fund position peaked at $367K in Q3 2024.
61 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.