Physician Wealth Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Physician Wealth Advisors’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	$158K	Hold	729	–	–	0.02%	247
2026 Q1	$116K	Hold	729	–	–	0.02%	257
2025 Q4	$123K	Hold	729	–	–	0.02%	246
2025 Q3	$122K	Hold	729	–	–	0.02%	251
2025 Q2	$115K	Hold	729	–	–	0.02%	246
2025 Q1	$96.4K	Hold	729	–	–	0.02%	258
2024 Q4	$108K	Buy	+729	New	+$108K	0.02%	243

Other funds holding FXL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Physician Wealth Advisors's FXL Position: Q2 2026 in Review

Physician Wealth Advisors held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q2 2026 at 729 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #247.

Physician Wealth Advisors first reported a position in FXL in Q4 2024 and has held it in 7 quarters since. 131 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Physician Wealth Advisors held 729 shares of First Trust Technology AlphaDEX Fund worth $158K as of Q2 2026.
Physician Wealth Advisors left its First Trust Technology AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Technology AlphaDEX Fund made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #247 holding.
Physician Wealth Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
131 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.