Salem Investment Counselors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Salem Investment Counselors’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 Q1	–	Sell	-300	Closed	-$44.6K	–	1234
2024 Q4	$44.6K	Hold	300	–	–	﹤0.01%	597
2024 Q3	$41.6K	Hold	300	–	–	﹤0.01%	619
2024 Q2	$40.9K	Hold	300	–	–	﹤0.01%	605
2024 Q1	$40.4K	Hold	300	–	–	﹤0.01%	597
2023 Q4	$38.4K	Hold	300	–	–	﹤0.01%	592
2023 Q3	$33.3K	Hold	300	–	–	﹤0.01%	597
2023 Q2	$34.5K	Hold	300	–	–	﹤0.01%	587
2023 Q1	$31.6K	Hold	300	–	–	﹤0.01%	614
2022 Q4	$27.5K	Hold	300	–	–	﹤0.01%	613
2022 Q3	$26K	Hold	300	–	–	﹤0.01%	594
2022 Q2	$28K	Hold	300	–	–	﹤0.01%	603
2022 Q1	$35K	Hold	300	–	–	﹤0.01%	569
2021 Q4	$40K	Hold	300	–	–	﹤0.01%	595
2021 Q3	$37K	Sell	300 -48	-14%	-$6.03K	﹤0.01%	541
2021 Q2	$43K	Hold	348	–	–	﹤0.01%	503
2021 Q1	$40K	Hold	348	–	–	﹤0.01%	482
2020 Q4	$39K	Hold	348	–	–	﹤0.01%	481
2020 Q3	$32K	Hold	348	–	–	﹤0.01%	434
2020 Q2	$29K	Hold	348	–	–	﹤0.01%	439
2020 Q1	$21K	Hold	348	–	–	﹤0.01%	440
2019 Q4	$25K	Hold	348	–	–	﹤0.01%	463
2019 Q3	$23K	Hold	348	–	–	﹤0.01%	449
2019 Q2	$23K	Buy	+348	New	+$22.8K	﹤0.01%	463

Other funds holding FXL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

GCA

Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Salem Investment Counselors's FXL Position: Q1 2025 in Review

Salem Investment Counselors sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2025, closing a stake of 300 shares — an estimated $44.6K sold.

Salem Investment Counselors first reported a position in FXL in Q2 2019 and held it in 23 quarters. The position peaked at $44.6K in Q4 2024. 231 funds tracked by Wall St. Rank hold FXL as of Q1 2025.

Salem Investment Counselors reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
Salem Investment Counselors sold 300 First Trust Technology AlphaDEX Fund shares in Q1 2025, an estimated $44.6K.
Salem Investment Counselors first reported a position in First Trust Technology AlphaDEX Fund in Q2 2019 and held it in 23 quarters.
Salem Investment Counselors's First Trust Technology AlphaDEX Fund position peaked at $44.6K in Q4 2024.
231 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2025.

Based on Salem Investment Counselors's 13F filing for Q1 2025, filed 16 Apr 2025.