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Tidemark’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Tidemark’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 		$7.47K Hold
47
– – ﹤0.01% 498
2025
Q4 		$7.91K Hold
47
– – ﹤0.01% 454
2025
Q3 		$7.9K Sell
47
-82
-64% -$13.2K ﹤0.01% 482
2025
Q2 		$20.3K Hold
129
– – 0.01% 367
2025
Q1 		$17K Hold
129
– – 0.01% 365
2024
Q4 		$19.1K Buy
129
+1
+0.8% +$148 0.01% 353
2024
Q3 		$17.8K Sell
128
-1
-0.8% -$134 0.01% 356
2024
Q2 		$17.5K Hold
129
– – 0.01% 341
2024
Q1 		$17.4K Sell
129
-51
-28% -$6.77K 0.01% 355
2023
Q4 		$23K Buy
+180
New +$21K 0.01% 317

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