Retirement Planning Group (Kansas)’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Retirement Planning Group (Kansas)’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	$1.51M	Buy	9,511 +62	+0.7%	+$10.4K	0.05%	166
2025 Q4	$1.59M	Buy	9,449 +239	+3%	+$40.5K	0.05%	144
2025 Q3	$1.55M	Buy	9,210 +1,653	+22%	+$267K	0.05%	136
2025 Q2	$1.19M	Buy	7,557 +4,427	+141%	+$628K	0.05%	130
2025 Q1	$414K	Hold	3,130	–	–	0.02%	211
2024 Q4	$465K	Hold	3,130	–	–	0.02%	189
2024 Q3	$434K	Buy	3,130 +1	+0%	+$134	0.02%	188
2024 Q2	$426K	Hold	3,129	–	–	0.03%	167
2024 Q1	$422K	Sell	3,129 -16	-0.5%	-$2.12K	0.03%	151
2023 Q4	$403K	Buy	3,145 +9	+0.3%	+$1.05K	0.04%	128
2023 Q3	$349K	Buy	3,136 +1	+0%	+$114	0.04%	114
2023 Q2	$361K	Buy	3,135 +1	+0%	+$105	0.04%	116
2023 Q1	$330K	Buy	3,134 +3	+0.1%	+$303	0.04%	111
2022 Q4	$287K	Buy	+3,131	New	+$289K	0.03%	115

Other funds holding FXL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $239M AUM 20.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Retirement Planning Group (Kansas)'s FXL Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its First Trust Technology AlphaDEX Fund (FXL) stake by 0.66% in Q1 2026, buying an estimated $10.4K and bringing the position to 9,511 shares worth $1.51M. The position accounts for 0.05% of the portfolio, ranked #166.

Retirement Planning Group (Kansas) first reported a position in FXL in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.59M in Q4 2025. 244 funds tracked by Wall St. Rank hold FXL as of Q1 2026.

Retirement Planning Group (Kansas) held 9,511 shares of First Trust Technology AlphaDEX Fund worth $1.51M as of Q1 2026.
Retirement Planning Group (Kansas) bought 62 First Trust Technology AlphaDEX Fund shares in Q1 2026, an estimated $10.4K.
First Trust Technology AlphaDEX Fund made up 0.05% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #166 holding.
Retirement Planning Group (Kansas) first reported a position in First Trust Technology AlphaDEX Fund in Q4 2022 and has held it in 14 quarters since.
Retirement Planning Group (Kansas)'s First Trust Technology AlphaDEX Fund position peaked at $1.59M in Q4 2025.
244 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.