Sound Income Strategies’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Sound Income Strategies’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	$1M	Sell	4,606 -39	-0.8%	-$7.6K	0.04%	210
2026 Q1	$752K	Hold	4,645	–	–	0.04%	200
2025 Q4	$811K	Buy	+4,645	New	+$786K	0.04%	202
2020 Q1	–	Sell	-120	Closed	-$9K	–	795
2019 Q4	$9K	Buy	+120	New	+$8.23K	﹤0.01%	347
2018 Q4	–	Sell	-12	Closed	-$1K	–	708
2018 Q3	$1K	Buy	+12	New	+$727	﹤0.01%	612

Other funds holding FXL

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

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 $43.3B AUM 29.3% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sound Income Strategies's FXL Position: Q2 2026 in Review

Sound Income Strategies reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 0.84% in Q2 2026, selling an estimated $7.6K and leaving 4,606 shares worth $1M. The position accounts for 0.04% of the portfolio, ranked #210.

Sound Income Strategies first reported a position in FXL in Q3 2018 and has held it in 5 quarters since. 105 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Sound Income Strategies held 4,606 shares of First Trust Technology AlphaDEX Fund worth $1M as of Q2 2026.
Sound Income Strategies sold 39 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $7.6K.
First Trust Technology AlphaDEX Fund made up 0.04% of Sound Income Strategies's portfolio in Q2 2026, its #210 holding.
Sound Income Strategies first reported a position in First Trust Technology AlphaDEX Fund in Q3 2018 and has held it in 5 quarters since.
105 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.