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Three Seasons Wealth’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Three Seasons Wealth’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 		$1.38M Sell
8,693
-29
-0.3% -$4.85K 0.53% 51
2025
Q4 		$1.47M Sell
8,722
-554
-6% -$93.8K 0.14% 42
2025
Q3 		$1.56M Sell
9,276
-2
-0% -$323 0.15% 35
2025
Q2 		$1.46M Sell
9,278
-696
-7% -$98.7K 0.17% 23
2025
Q1 		$1.32M Sell
9,974
-297
-3% -$44K 0.65% 28
2024
Q4 		$1.53M Sell
10,271
-1,378
-12% -$204K 0.74% 36
2024
Q3 		$1.62M Sell
11,649
-335
-3% -$45K 0.85% 31
2024
Q2 		$1.63M Hold
11,984
– – 0.9% 32
2024
Q1 		$1.59M Sell
11,984
-100
-0.8% -$13.3K 1.11% 31
2023
Q4 		$1.55M Sell
12,084
-19
-0.2% -$2.21K 1.36% 28
2023
Q3 		$1.35M Buy
+12,103
New +$1.38M 1.33% 19

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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B 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 $74.1B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return