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Plotkin Financial Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Plotkin Financial 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
Q1 		$1.77M Hold
11,118
– – 0.89% 25
2025
Q4 		$1.87M Hold
11,118
– – 0.91% 25
2025
Q3 		$1.87M Hold
11,118
– – 0.92% 24
2025
Q2 		$1.75M Hold
11,118
– – 0.97% 25
2025
Q1 		$1.47M Hold
11,118
– – 0.9% 27
2024
Q4 		$1.65M Hold
11,118
– – 0.98% 27
2024
Q3 		$1.54M Hold
11,118
– – 0.92% 27
2024
Q2 		$1.51M Hold
11,118
– – 0.97% 27
2024
Q1 		$1.5M Hold
11,118
– – 0.99% 27
2023
Q4 		$1.42M Sell
11,118
-52
-0.5% -$6.05K 1.08% 24
2023
Q3 		$1.24M Hold
11,170
– – 1.09% 24
2023
Q2 		$1.28M Hold
11,170
– – 1.07% 24
2023
Q1 		$1.17M Sell
11,170
-811
-7% -$81.8K 1.09% 23
2022
Q4 		$1.1M Sell
11,981
-4
-0% -$369 1.11% 23
2022
Q3 		$1.04M Hold
11,985
– – 1.05% 23
2022
Q2 		$1.13M Sell
11,985
-3,118
-21% -$321K 1.07% 22
2022
Q1 		$1.75M Hold
15,103
– – 1.23% 21
2021
Q4 		$1.99M Sell
15,103
-1,309
-8% -$171K 1.26% 22
2021
Q3 		$2.02M Sell
16,412
-1,805
-10% -$227K 1.2% 23
2021
Q2 		$2.26M Sell
18,217
-1,835
-9% -$218K 1.25% 24
2021
Q1 		$2.28M Sell
20,052
-779
-4% -$89.8K 1.39% 24
2020
Q4 		$2.33M Sell
20,831
-934
-4% -$94.5K 1.54% 19
2020
Q3 		$1.98M Sell
21,765
-26,380
-55% -$2.32M 2.18% 15
2020
Q2 		$4.01M Buy
48,145
+3,923
+9% +$285K 3.41% 11
2020
Q1 		$2.63M Sell
44,222
-1,991
-4% -$138K 3.19% 11
2019
Q4 		$3.35M Buy
+46,213
New +$3.17M 3.12% 11

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
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
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 $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Plotkin Financial Advisors's FXL Position: Q1 2026 in Review

Plotkin Financial Advisors held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q1 2026 at 11,118 shares worth $1.77M. The position accounts for 0.89% of the portfolio, ranked #25.

Plotkin Financial Advisors first reported a position in FXL in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.01M in Q2 2020. 244 funds tracked by Wall St. Rank hold FXL as of Q1 2026.

  • Plotkin Financial Advisors held 11,118 shares of First Trust Technology AlphaDEX Fund worth $1.77M as of Q1 2026.
  • Plotkin Financial Advisors left its First Trust Technology AlphaDEX Fund share count unchanged in Q1 2026.
  • First Trust Technology AlphaDEX Fund made up 0.89% of Plotkin Financial Advisors's portfolio in Q1 2026, its #25 holding.
  • Plotkin Financial Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q4 2019 and has held it in 26 quarters since.
  • Plotkin Financial Advisors's First Trust Technology AlphaDEX Fund position peaked at $4.01M in Q2 2020.
  • 244 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.