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 Q2	–	Sell	-1,625	Closed	-$258K	–	52
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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RF&L Wealth Management's FXL Position: Q2 2026 in Review

RF&L Wealth Management sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2026, closing a stake of 1,625 shares — an estimated $258K sold.

RF&L Wealth Management first reported a position in FXL in Q4 2023 and held it in 10 quarters. The position peaked at $273K in Q4 2025. 291 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

RF&L Wealth Management reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
RF&L Wealth Management sold 1,625 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $258K.
RF&L Wealth Management first reported a position in First Trust Technology AlphaDEX Fund in Q4 2023 and held it in 10 quarters.
RF&L Wealth Management's First Trust Technology AlphaDEX Fund position peaked at $273K in Q4 2025.
291 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on RF&L Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.