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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
Q2 		$1.9M Sell
8,766
-745
-8% -$145K 0.05% 163
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

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Retirement Planning Group (Kansas)'s FXL Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 7.8% in Q2 2026, selling an estimated $145K and leaving 8,766 shares worth $1.9M. The position accounts for 0.05% of the portfolio, ranked #163.

Retirement Planning Group (Kansas) first reported a position in FXL in Q4 2022 and has held it in 15 quarters since. 291 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

  • Retirement Planning Group (Kansas) held 8,766 shares of First Trust Technology AlphaDEX Fund worth $1.9M as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 745 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $145K.
  • First Trust Technology AlphaDEX Fund made up 0.05% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #163 holding.
  • Retirement Planning Group (Kansas) first reported a position in First Trust Technology AlphaDEX Fund in Q4 2022 and has held it in 15 quarters since.
  • 291 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.