Spire Wealth Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Spire Wealth Management’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	$133K	Sell	613 -13	-2%	-$2.53K	﹤0.01%	903
2026 Q1	$99.5K	Hold	626	–	–	﹤0.01%	959
2025 Q4	$105K	Hold	626	–	–	﹤0.01%	978
2025 Q3	$105K	Hold	626	–	–	﹤0.01%	972
2025 Q2	$98.5K	Sell	626 -20,027	-97%	-$2.84M	﹤0.01%	977
2025 Q1	$2.73M	Sell	20,653 -150	-0.7%	-$22.2K	0.09%	226
2024 Q4	$3.09M	Sell	20,803 -970	-4%	-$143K	0.1%	182
2024 Q3	$3.02M	Hold	21,773	–	–	0.1%	166
2024 Q2	$2.97M	Hold	21,773	–	–	0.1%	180
2024 Q1	$2.94M	Hold	21,773	–	–	0.05%	200
2023 Q4	$2.85M	Sell	21,773 -858	-4%	-$99.9K	0.09%	193
2023 Q3	$2.52M	Sell	22,631 -506	-2%	-$57.8K	0.1%	196
2023 Q2	$2.66M	Hold	23,137	–	–	0.1%	193
2023 Q1	$2.43M	Buy	23,137 +7,092	+44%	+$715K	0.09%	207
2022 Q4	$1.47M	Buy	16,045 +5,545	+53%	+$511K	0.08%	195
2022 Q3	$910K	Sell	10,500 -17,696	-63%	-$1.75M	0.06%	224
2022 Q2	$2.65M	Sell	28,196 -5,831	-17%	-$601K	0.11%	169
2022 Q1	$3.95M	Sell	34,027 -420	-1%	-$48.9K	0.11%	179
2021 Q4	$4.55M	Sell	34,447 -18,921	-35%	-$2.48M	0.1%	185
2021 Q3	$6.56M	Buy	53,368 +737	+1%	+$92.6K	0.17%	136
2021 Q2	$6.53M	Buy	52,631 +2,938	+6%	+$349K	0.18%	139
2021 Q1	$5.19M	Buy	+49,693	New	+$5.73M	0.14%	157

Other funds holding FXL

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Spire Wealth Management's FXL Position: Q2 2026 in Review

Spire Wealth Management reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 2.1% in Q2 2026, selling an estimated $2.53K and leaving 613 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #903.

Spire Wealth Management first reported a position in FXL in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.56M in Q3 2021. 291 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Spire Wealth Management held 613 shares of First Trust Technology AlphaDEX Fund worth $133K as of Q2 2026.
Spire Wealth Management 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 Spire Wealth Management's portfolio in Q2 2026, its #903 holding.
Spire Wealth Management first reported a position in First Trust Technology AlphaDEX Fund in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's First Trust Technology AlphaDEX Fund position peaked at $6.56M in Q3 2021.
291 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.