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Oliver Lagore Vanvalin Investment Group’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 		$8.86K Buy
+67
New +$9.5K ﹤0.01% 434
2024
Q4 		$9.95K Hold
67
– – ﹤0.01% 446
2024
Q3 		$9.29K Hold
67
– – ﹤0.01% 439
2024
Q2 		$9.13K Buy
+67
New +$8.84K ﹤0.01% 434

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's FXL Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in First Trust Technology AlphaDEX Fund (FXL) in Q2 2025: 67 shares worth $8.86K. The stake represents ﹤0.01% of the portfolio and ranks #434 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in FXL as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in FXL in Q2 2024 and has held it in 4 quarters since. The position peaked at $9.95K in Q4 2024. 254 funds tracked by Wall St. Rank hold FXL as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 67 shares of First Trust Technology AlphaDEX Fund worth $8.86K as of Q2 2025.
  • First Trust Technology AlphaDEX Fund was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • First Trust Technology AlphaDEX Fund made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #434 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in First Trust Technology AlphaDEX Fund in Q2 2024 and has held it in 4 quarters since.
  • Oliver Lagore Vanvalin Investment Group's First Trust Technology AlphaDEX Fund position peaked at $9.95K in Q4 2024.
  • 254 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.