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Richmond Investment Services’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Richmond Investment Services’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
2025
Q2 		– Sell
-2,048
Closed -$271K – 209
2025
Q1 		$271K Hold
2,048
– – 0.15% 88
2024
Q4 		$304K Buy
+2,048
New +$303K 0.17% 80

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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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

Richmond Investment Services's FXL Position: Q2 2025 in Review

Richmond Investment Services sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2025, closing a stake of 2,048 shares — an estimated $271K sold.

Richmond Investment Services first reported a position in FXL in Q4 2024 and held it in 2 quarters. The position peaked at $304K in Q4 2024. 254 funds tracked by Wall St. Rank hold FXL as of Q2 2025.

  • Richmond Investment Services reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Richmond Investment Services sold 2,048 First Trust Technology AlphaDEX Fund shares in Q2 2025, an estimated $271K.
  • Richmond Investment Services first reported a position in First Trust Technology AlphaDEX Fund in Q4 2024 and held it in 2 quarters.
  • Richmond Investment Services's First Trust Technology AlphaDEX Fund position peaked at $304K in Q4 2024.
  • 254 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2025.

Based on Richmond Investment Services's 13F filing for Q2 2025, filed 12 Aug 2025.