RF&L Wealth Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

RF&L Wealth Management’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	$258K	Hold	1,625	–	–	0.19%	50
2025 Q4	$273K	Hold	1,625	–	–	0.15%	60
2025 Q3	$273K	Hold	1,625	–	–	0.16%	57
2025 Q2	$256K	Hold	1,625	–	–	0.16%	55
2025 Q1	$215K	Hold	1,625	–	–	0.15%	57
2024 Q4	$241K	Hold	1,625	–	–	0.17%	55
2024 Q3	$225K	Hold	1,625	–	–	0.16%	57
2024 Q2	$221K	Hold	1,625	–	–	0.17%	54
2024 Q1	$219K	Hold	1,625	–	–	0.17%	52
2023 Q4	$208K	Buy	+1,625	New	+$189K	0.17%	53

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

RF&L Wealth Management's FXL Position: Q1 2026 in Review

RF&L Wealth Management held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q1 2026 at 1,625 shares worth $258K. The position accounts for 0.19% of the portfolio, ranked #50.

RF&L Wealth Management first reported a position in FXL in Q4 2023 and has held it in 10 quarters since. The position peaked at $273K in Q4 2025. 244 funds tracked by Wall St. Rank hold FXL as of Q1 2026.

RF&L Wealth Management held 1,625 shares of First Trust Technology AlphaDEX Fund worth $258K as of Q1 2026.
RF&L Wealth Management left its First Trust Technology AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Technology AlphaDEX Fund made up 0.19% of RF&L Wealth Management's portfolio in Q1 2026, its #50 holding.
RF&L Wealth Management first reported a position in First Trust Technology AlphaDEX Fund in Q4 2023 and has held it in 10 quarters since.
RF&L Wealth Management's First Trust Technology AlphaDEX Fund position peaked at $273K in Q4 2025.
244 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2026.

Based on RF&L Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.