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Peak Planning Group’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Peak Planning 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
2026
Q2 		$1.03M Hold
4,741
– – 0.23% 52
2026
Q1 		$753K Sell
4,741
-58
-1% -$9.7K 0.21% 54
2025
Q4 		$808K Buy
+4,799
New +$812K 0.23% 58
2025
Q2 		– Sell
-5,292
Closed -$700K – 104
2025
Q1 		$700K Sell
5,292
-129
-2% -$19.1K 0.29% 56
2024
Q4 		$805K Buy
5,421
+61
+1% +$9.01K 0.34% 54
2024
Q3 		$743K Buy
5,360
+334
+7% +$44.8K 0.33% 59
2024
Q2 		$685K Buy
+5,026
New +$663K 0.34% 56

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Peak Planning Group's FXL Position: Q2 2026 in Review

Peak Planning Group held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q2 2026 at 4,741 shares worth $1.03M. The position accounts for 0.23% of the portfolio, ranked #52.

Peak Planning Group first reported a position in FXL in Q2 2024 and has held it in 7 quarters since. 289 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

  • Peak Planning Group held 4,741 shares of First Trust Technology AlphaDEX Fund worth $1.03M as of Q2 2026.
  • Peak Planning Group left its First Trust Technology AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Technology AlphaDEX Fund made up 0.23% of Peak Planning Group's portfolio in Q2 2026, its #52 holding.
  • Peak Planning Group first reported a position in First Trust Technology AlphaDEX Fund in Q2 2024 and has held it in 7 quarters since.
  • 289 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.