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Risk Paradigm Group’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Risk Paradigm Group’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 		$334K Sell
2,100
-759
-27% -$127K 0.28% 47
2025
Q4 		$481K Buy
+2,859
New +$484K 0.46% 42
2018
Q4 		$512K Buy
9,747
+431
+5% +$23.9K 1.25% 28
2018
Q3 		$592K Sell
9,316
-43
-0.5% -$2.6K 1.17% 27
2018
Q2 		$527K Sell
9,359
-115
-1% -$6.5K 1.01% 30
2018
Q1 		$521K Sell
9,474
-122
-1% -$6.77K 0.66% 40
2017
Q4 		$492K Buy
9,596
+40
+0.4% +$2.04K 0.53% 51
2017
Q3 		$458K Sell
9,556
-557
-6% -$25.5K 0.56% 54
2017
Q2 		$440K Sell
10,113
-106
-1% -$4.61K 0.52% 61
2017
Q1 		$430K Sell
10,219
-6,967
-41% -$282K 0.49% 70
2016
Q4 		$651K Buy
17,186
+1,270
+8% +$47.1K 0.72% 52
2016
Q3 		$585K Sell
15,916
-11,611
-42% -$409K 0.44% 61
2016
Q2 		$908K Sell
27,527
-19,565
-42% -$636K 1.23% 29
2016
Q1 		$1.55M Sell
47,092
-6,427
-12% -$197K 1.97% 14
2015
Q4 		$1.78M Buy
+53,519
New +$1.8M 2.1% 17
2015
Q3 		– Sell
-24,372
Closed -$862K – 465
2015
Q2 		$862K Buy
24,372
+2,239
+10% +$81.8K 0.82% 45
2015
Q1 		$791K Buy
+22,133
New +$777K 0.77% 43

Other funds holding FXL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Risk Paradigm Group's FXL Position: Q1 2026 in Review

Risk Paradigm Group reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 27% in Q1 2026, selling an estimated $127K and leaving 2,100 shares worth $334K. The position accounts for 0.28% of the portfolio, ranked #47.

Risk Paradigm Group first reported a position in FXL in Q1 2015 and has held it in 17 quarters since. The position peaked at $1.78M in Q4 2015. 244 funds tracked by Wall St. Rank hold FXL as of Q1 2026.

  • Risk Paradigm Group held 2,100 shares of First Trust Technology AlphaDEX Fund worth $334K as of Q1 2026.
  • Risk Paradigm Group sold 759 First Trust Technology AlphaDEX Fund shares in Q1 2026, an estimated $127K.
  • First Trust Technology AlphaDEX Fund made up 0.28% of Risk Paradigm Group's portfolio in Q1 2026, its #47 holding.
  • Risk Paradigm Group first reported a position in First Trust Technology AlphaDEX Fund in Q1 2015 and has held it in 17 quarters since.
  • Risk Paradigm Group's First Trust Technology AlphaDEX Fund position peaked at $1.78M in Q4 2015.
  • 244 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2026.

Based on Risk Paradigm Group's 13F filing for Q1 2026, filed 14 May 2026.