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Steward Partners Investment Advisory’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$294K Sell
1,850
-152
-8% -$25.4K ﹤0.01% 1813
2025
Q4 		$337K Sell
2,002
-64
-3% -$10.8K ﹤0.01% 1648
2025
Q3 		$347K Sell
2,066
-16
-0.8% -$2.58K ﹤0.01% 1575
2025
Q2 		$328K Sell
2,082
-111
-5% -$15.7K ﹤0.01% 1514
2025
Q1 		$290K Sell
2,193
-477
-18% -$70.7K ﹤0.01% 1463
2024
Q4 		$397K Sell
2,670
-347
-12% -$51.3K ﹤0.01% 1273
2024
Q3 		$418K Sell
3,017
-68
-2% -$9.13K ﹤0.01% 1183
2024
Q2 		$420K Sell
3,085
-145
-4% -$19.1K ﹤0.01% 1134
2024
Q1 		$435K Sell
3,230
-935
-22% -$124K ﹤0.01% 1113
2023
Q4 		$533K Sell
4,165
-52
-1% -$6.05K 0.01% 971
2023
Q3 		$469K Sell
4,217
-352
-8% -$40.2K 0.01% 941
2023
Q2 		$526K Sell
4,569
-19,692
-81% -$2.06M 0.01% 916
2023
Q1 		$2.55M Buy
24,261
+3,130
+15% +$316K 0.04% 400
2022
Q4 		$1.93M Sell
21,131
-16,852
-44% -$1.55M 0.03% 458
2022
Q3 		$3.29M Buy
37,983
+31,070
+449% +$3.07M 0.06% 309
2022
Q2 		$651K Sell
6,913
-1,500
-18% -$155K 0.01% 773
2022
Q1 		$977K Sell
8,413
-237
-3% -$27.6K 0.02% 690
2021
Q4 		$1.14M Buy
8,650
+3,303
+62% +$433K 0.02% 652
2021
Q3 		$657K Buy
5,347
+272
+5% +$34.2K 0.01% 821
2021
Q2 		$630K Buy
5,075
+268
+6% +$31.9K 0.01% 848
2021
Q1 		$546K Sell
4,807
-2,420
-33% -$279K 0.01% 859
2020
Q4 		$808K Buy
7,227
+2,104
+41% +$213K 0.02% 634
2020
Q3 		$466K Buy
5,123
+53
+1% +$4.67K 0.01% 690
2020
Q2 		$423K Sell
5,070
-28
-0.5% -$2.04K 0.01% 685
2020
Q1 		$302K Sell
5,098
-1,000
-16% -$69.5K 0.01% 670
2019
Q4 		$442K Buy
6,098
+1,009
+20% +$69.2K 0.01% 655
2019
Q3 		$331K Buy
5,089
+2,652
+109% +$179K 0.01% 701
2019
Q2 		$162K Buy
+2,437
New +$159K 0.01% 880
2018
Q4 		– Sell
-2,970
Closed -$189K – 1282
2018
Q3 		$189K Buy
2,970
+130
+5% +$7.88K 0.01% 737
2018
Q2 		$160K Buy
2,840
+974
+52% +$55.1K 0.01% 713
2018
Q1 		$102K Buy
1,866
+280
+18% +$15.5K 0.01% 770
2017
Q4 		$81K Buy
+1,586
New +$80.9K 0.01% 690

Other funds holding FXL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Steward Partners Investment Advisory's FXL Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 7.6% in Q1 2026, selling an estimated $25.4K and leaving 1,850 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

Steward Partners Investment Advisory first reported a position in FXL in Q4 2017 and has held it in 32 quarters since. The position peaked at $3.29M in Q3 2022. 244 funds tracked by Wall St. Rank hold FXL as of Q1 2026.

  • Steward Partners Investment Advisory held 1,850 shares of First Trust Technology AlphaDEX Fund worth $294K as of Q1 2026.
  • Steward Partners Investment Advisory sold 152 First Trust Technology AlphaDEX Fund shares in Q1 2026, an estimated $25.4K.
  • First Trust Technology AlphaDEX Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1813 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust Technology AlphaDEX Fund in Q4 2017 and has held it in 32 quarters since.
  • Steward Partners Investment Advisory's First Trust Technology AlphaDEX Fund position peaked at $3.29M in Q3 2022.
  • 244 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.