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Summit Financial’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Summit Financial’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 		$288K Sell
1,327
-320
-19% -$62.3K ﹤0.01% 1346
2026
Q1 		$262K Sell
1,647
-155
-9% -$25.9K ﹤0.01% 1248
2025
Q4 		$303K Buy
1,802
+116
+7% +$19.6K ﹤0.01% 1084
2025
Q3 		$283K Sell
1,686
-64
-4% -$10.3K ﹤0.01% 1081
2025
Q2 		$275K Buy
1,750
+77
+5% +$10.9K 0.01% 706
2025
Q1 		$221K Sell
1,673
-5,919
-78% -$877K 0.01% 674
2024
Q4 		$1.13M Buy
7,592
+1,027
+16% +$152K 0.04% 294
2024
Q3 		$910K Buy
6,565
+2,623
+67% +$352K 0.04% 276
2024
Q2 		$537K Buy
3,942
+1,099
+39% +$145K 0.02% 316
2024
Q1 		$383K Buy
2,843
+797
+39% +$106K 0.02% 291
2023
Q4 		$262K Buy
+2,046
New +$238K 0.02% 311
2023
Q3 		– Sell
-2,046
Closed -$235K – 339
2023
Q2 		$235K Buy
+2,046
New +$214K 0.02% 294

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Financial's FXL Position: Q2 2026 in Review

Summit Financial reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 19% in Q2 2026, selling an estimated $62.3K and leaving 1,327 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Summit Financial first reported a position in FXL in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.13M in Q4 2024. 291 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

  • Summit Financial held 1,327 shares of First Trust Technology AlphaDEX Fund worth $288K as of Q2 2026.
  • Summit Financial sold 320 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $62.3K.
  • First Trust Technology AlphaDEX Fund made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1346 holding.
  • Summit Financial first reported a position in First Trust Technology AlphaDEX Fund in Q2 2023 and has held it in 12 quarters since.
  • Summit Financial's First Trust Technology AlphaDEX Fund position peaked at $1.13M in Q4 2024.
  • 291 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.