Simplex Trading
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Simplex Trading’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Simplex Trading’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
-19
Closed -$2K – 8869
2024
Q4 		$2K Buy
+19
New +$2.81K ﹤0.01% 8005
2023
Q1 		– Sell
-225
Closed -$20K – 9371
2022
Q4 		$20K Buy
+225
New +$20.8K ﹤0.01% 6867
2020
Q2 		– Sell
-100
Closed -$5K – 7838
2020
Q1 		$5K Buy
+100
New +$6.95K ﹤0.01% 6832

Other funds holding FXL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Simplex Trading's FXL Position: Q1 2025 in Review

Simplex Trading sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2025, closing a stake of 19 shares — an estimated $2K sold.

Simplex Trading first reported a position in FXL in Q1 2020 and held it in 3 quarters. The position peaked at $20K in Q4 2022. 232 funds tracked by Wall St. Rank hold FXL as of Q1 2025.

  • Simplex Trading reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Simplex Trading sold 19 First Trust Technology AlphaDEX Fund shares in Q1 2025, an estimated $2K.
  • Simplex Trading first reported a position in First Trust Technology AlphaDEX Fund in Q1 2020 and held it in 3 quarters.
  • Simplex Trading's First Trust Technology AlphaDEX Fund position peaked at $20K in Q4 2022.
  • 232 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2025.

Based on Simplex Trading's 13F filing for Q1 2025, filed 12 May 2025.