Tanglewood Legacy Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Tanglewood Legacy Advisors’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	$105K	Hold	661	–	–	0.04%	127
2025 Q4	$111K	Hold	661	–	–	0.04%	123
2025 Q3	$111K	Hold	661	–	–	0.04%	124
2025 Q2	$104K	Hold	661	–	–	0.04%	126
2025 Q1	$87.4K	Hold	661	–	–	0.04%	136
2024 Q4	$98.2K	Buy	+661	New	+$97.7K	0.04%	129

Other funds holding FXL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Tanglewood Legacy Advisors's FXL Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q1 2026 at 661 shares worth $105K. The position accounts for 0.04% of the portfolio, ranked #127.

Tanglewood Legacy Advisors first reported a position in FXL in Q4 2024 and has held it in 6 quarters since. The position peaked at $111K in Q4 2025. 244 funds tracked by Wall St. Rank hold FXL as of Q1 2026.

Tanglewood Legacy Advisors held 661 shares of First Trust Technology AlphaDEX Fund worth $105K as of Q1 2026.
Tanglewood Legacy Advisors left its First Trust Technology AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Technology AlphaDEX Fund made up 0.04% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #127 holding.
Tanglewood Legacy Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
Tanglewood Legacy Advisors's First Trust Technology AlphaDEX Fund position peaked at $111K in Q4 2025.
244 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.