TradeWell Securities’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

TradeWell Securities’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 Q3	$380K	Hold	1,722	–	–	0.13%	41
2026 Q2	$374K	Hold	1,722	–	–	0.13%	42
2026 Q1	$274K	Hold	1,722	–	–	0.12%	45
2025 Q4	$290K	Hold	1,722	–	–	0.11%	39
2025 Q3	$292K	Hold	1,722	–	–	0.12%	38
2025 Q2	$271K	Hold	1,722	–	–	0.13%	38
2025 Q1	$228K	Hold	1,722	–	–	0.13%	39
2024 Q4	$256K	Buy	+1,722	New	+$254K	0.13%	32

Other funds holding FXL

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

TradeWell Securities's FXL Position: Q3 2026 in Review

TradeWell Securities held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q3 2026 at 1,722 shares worth $380K. The position accounts for 0.13% of the portfolio, ranked #41.

TradeWell Securities first reported a position in FXL in Q4 2024 and has held it in 8 quarters since. 96 funds tracked by Wall St. Rank hold FXL as of Q3 2026.

TradeWell Securities held 1,722 shares of First Trust Technology AlphaDEX Fund worth $380K as of Q3 2026.
TradeWell Securities left its First Trust Technology AlphaDEX Fund share count unchanged in Q3 2026.
First Trust Technology AlphaDEX Fund made up 0.13% of TradeWell Securities's portfolio in Q3 2026, its #41 holding.
TradeWell Securities first reported a position in First Trust Technology AlphaDEX Fund in Q4 2024 and has held it in 8 quarters since.
96 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2026.

Based on TradeWell Securities's 13F filing for Q3 2026, filed 21 Oct 2026.