Proactive Wealth Strategies’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Proactive Wealth Strategies’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	$6.84M	Sell	30,953 -74	-0.2%	-$15.6K	1.06%	33
2026 Q2	$6.74M	Sell	31,027 -142	-0.5%	-$27.7K	1.08%	29
2026 Q1	$4.95M	Buy	31,169 +14,972	+92%	+$2.5M	0.93%	34
2025 Q4	$2.73M	Sell	16,197 -20	-0.1%	-$3.39K	1.08%	31
2025 Q3	$2.72M	Sell	16,217 -25	-0.2%	-$4.04K	1.17%	27
2025 Q2	$2.56M	Sell	16,242 -20	-0.1%	-$2.84K	1.21%	26
2025 Q1	$2.15M	Sell	16,262 -428	-3%	-$63.4K	1.15%	32
2024 Q4	$2.48M	Sell	16,690 -255	-2%	-$37.7K	1.29%	25
2024 Q3	$2.35M	Buy	+16,945	New	+$2.28M	1.3%	26

Other funds holding FXL

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

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

Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return

Proactive Wealth Strategies's FXL Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 0.24% in Q3 2026, selling an estimated $15.6K and leaving 30,953 shares worth $6.84M. The position accounts for 1.06% of the portfolio, ranked #33.

Proactive Wealth Strategies first reported a position in FXL in Q3 2024 and has held it in 9 quarters since. 258 funds tracked by Wall St. Rank hold FXL as of Q3 2026.

Proactive Wealth Strategies held 30,953 shares of First Trust Technology AlphaDEX Fund worth $6.84M as of Q3 2026.
Proactive Wealth Strategies sold 74 First Trust Technology AlphaDEX Fund shares in Q3 2026, an estimated $15.6K.
First Trust Technology AlphaDEX Fund made up 1.06% of Proactive Wealth Strategies's portfolio in Q3 2026, its #33 holding.
Proactive Wealth Strategies first reported a position in First Trust Technology AlphaDEX Fund in Q3 2024 and has held it in 9 quarters since.
258 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.