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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

GCA

Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 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 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 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

Proactive Wealth Strategies's FXL Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 0.46% in Q2 2026, selling an estimated $27.7K and leaving 31,027 shares worth $6.74M. The position accounts for 1.08% of the portfolio, ranked #29.

Proactive Wealth Strategies first reported a position in FXL in Q3 2024 and has held it in 8 quarters since. 188 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Proactive Wealth Strategies held 31,027 shares of First Trust Technology AlphaDEX Fund worth $6.74M as of Q2 2026.
Proactive Wealth Strategies sold 142 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $27.7K.
First Trust Technology AlphaDEX Fund made up 1.08% of Proactive Wealth Strategies's portfolio in Q2 2026, its #29 holding.
Proactive Wealth Strategies first reported a position in First Trust Technology AlphaDEX Fund in Q3 2024 and has held it in 8 quarters since.
188 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.