Signature Estate & Investment Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Signature Estate & Investment Advisors’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	$537K	Sell	2,473 -13	-0.5%	-$2.53K	0.01%	414
2026 Q1	$395K	Hold	2,486	–	–	0.01%	471
2025 Q4	$418K	Sell	2,486 -89	-3%	-$15.1K	0.01%	423
2025 Q3	$433K	Buy	2,575 +1	+0%	+$161	0.01%	415
2025 Q2	$405K	Hold	2,574	–	–	0.01%	406
2025 Q1	$340K	Sell	2,574 -4	-0.2%	-$593	0.01%	418
2024 Q4	$383K	Hold	2,578	–	–	0.01%	381
2024 Q3	$357K	Hold	2,578	–	–	0.01%	378
2024 Q2	$351K	Buy	+2,578	New	+$340K	0.01%	360

Other funds holding FXL

LPL Financial San Diego, California $445B AUM 25.58% 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 $317M AUM 35.41% 1-Year Est. Return

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

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Signature Estate & Investment Advisors's FXL Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 0.52% in Q2 2026, selling an estimated $2.53K and leaving 2,473 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #414.

Signature Estate & Investment Advisors first reported a position in FXL in Q2 2024 and has held it in 9 quarters since. 177 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Signature Estate & Investment Advisors held 2,473 shares of First Trust Technology AlphaDEX Fund worth $537K as of Q2 2026.
Signature Estate & Investment Advisors sold 13 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $2.53K.
First Trust Technology AlphaDEX Fund made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #414 holding.
Signature Estate & Investment Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q2 2024 and has held it in 9 quarters since.
177 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.