TriaGen Wealth Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

TriaGen Wealth Management’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	$2.48M	Buy	+11,426	New	+$2.23M	0.62%	40
2021 Q4	–	Sell	-14,964	Closed	-$1.84M	–	190
2021 Q3	$1.84M	Buy	14,964 +60	+0.4%	+$7.54K	1%	29
2021 Q2	$1.87M	Sell	14,904 -151	-1%	-$17.9K	0.96%	29
2021 Q1	$1.71M	Sell	15,055 -71	-0.5%	-$8.18K	0.98%	37
2020 Q4	$1.69M	Buy	+15,126	New	+$1.53M	0.99%	35

Other funds holding FXL

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TriaGen Wealth Management's FXL Position: Q2 2026 in Review

TriaGen Wealth Management opened a new position in First Trust Technology AlphaDEX Fund (FXL) in Q2 2026: 11,426 shares worth $2.48M. The stake represents 0.62% of the portfolio and ranks #40 among its holdings. This is a return to the name: TriaGen Wealth Management previously reported a position in FXL as recently as Q3 2021.

TriaGen Wealth Management first reported a position in FXL in Q4 2020 and has held it in 5 quarters since. 291 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

TriaGen Wealth Management held 11,426 shares of First Trust Technology AlphaDEX Fund worth $2.48M as of Q2 2026.
First Trust Technology AlphaDEX Fund was a new TriaGen Wealth Management position in Q2 2026.
First Trust Technology AlphaDEX Fund made up 0.62% of TriaGen Wealth Management's portfolio in Q2 2026, its #40 holding.
TriaGen Wealth Management first reported a position in First Trust Technology AlphaDEX Fund in Q4 2020 and has held it in 5 quarters since.
291 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.