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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

CWA

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

TradeWell Securities's FXL Position: Q2 2026 in Review

TradeWell Securities held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q2 2026 at 1,722 shares worth $374K. The position accounts for 0.13% of the portfolio, ranked #42.

TradeWell Securities first reported a position in FXL in Q4 2024 and has held it in 7 quarters since. 128 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

TradeWell Securities held 1,722 shares of First Trust Technology AlphaDEX Fund worth $374K as of Q2 2026.
TradeWell Securities left its First Trust Technology AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Technology AlphaDEX Fund made up 0.13% of TradeWell Securities's portfolio in Q2 2026, its #42 holding.
TradeWell Securities first reported a position in First Trust Technology AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
128 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on TradeWell Securities's 13F filing for Q2 2026, filed 28 Jul 2026.