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

Triton 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 		$4.91M Sell
24,055
-3,676
-13% -$716K 1.51% 15
2026
Q1 		$4.52M Sell
27,731
-2,287
-8% -$382K 1.68% 13
2025
Q4 		$4.93M Sell
30,018
-1,704
-5% -$288K 1.85% 12
2025
Q3 		$5.6M Sell
31,722
-1,028
-3% -$166K 2.13% 9
2025
Q2 		$5.24M Buy
+32,750
New +$4.65M 2.23% 9
2024
Q4 		$5.04M Sell
34,106
-372
-1% -$55K 2.6% 8
2024
Q3 		$4.7M Buy
34,478
+958
+3% +$129K 2.67% 8
2024
Q2 		$4.64M Sell
33,520
-270
-0.8% -$35.6K 2.71% 8
2024
Q1 		$4.3M Sell
33,790
-3,885
-10% -$515K 2.98% 8
2023
Q4 		$4.61M Sell
37,675
-1,330
-3% -$155K 3.02% 7
2023
Q3 		$4.31M Sell
39,005
-9,737
-20% -$1.11M 2.9% 7
2023
Q2 		$5.67M Sell
48,742
-104
-0.2% -$10.9K 3.19% 5
2023
Q1 		$5.44M Sell
48,846
-1,785
-4% -$180K 3.33% 5
2022
Q4 		$4.99M Sell
50,631
-26,189
-34% -$2.42M 3.03% 4
2022
Q3 		$7.13M Sell
76,820
-1,364
-2% -$135K 4.23% 4
2022
Q2 		$8.2M Sell
78,184
-13,296
-15% -$1.37M 5.77% 4
2022
Q1 		$10.7M Hold
91,480
– – 5.54% 5
2021
Q4 		$10.7M Sell
91,480
-2,988
-3% -$391K 5.54% 5
2021
Q3 		$12.3M Buy
94,468
+1,789
+2% +$225K 5.85% 4
2021
Q2 		$11.7M Buy
92,679
+20,386
+28% +$2.42M 6.66% 3
2021
Q1 		$8.52M Buy
72,293
+3,401
+5% +$392K 5.79% 4
2020
Q4 		$7.66M Buy
68,892
+12,457
+22% +$1.26M 4.88% 6
2020
Q3 		$5.25M Sell
56,435
-25,931
-31% -$2.28M 4.41% 6
2020
Q2 		$7.17M Buy
82,366
+16,964
+26% +$1.23M 7.42% 3
2020
Q1 		$4.54M Buy
+65,402
New +$4.55M 7.35% 3

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Triton Wealth Management reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 13% in Q2 2026, selling an estimated $716K and leaving 24,055 shares worth $4.91M. The position accounts for 1.51% of the portfolio, ranked #15.

Triton Wealth Management first reported a position in FXL in Q1 2020 and has held it in 25 quarters since. The position peaked at $12.3M in Q3 2021. 290 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

  • Triton Wealth Management held 24,055 shares of First Trust Technology AlphaDEX Fund worth $4.91M as of Q2 2026.
  • Triton Wealth Management sold 3,676 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $716K.
  • First Trust Technology AlphaDEX Fund made up 1.51% of Triton Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Triton Wealth Management first reported a position in First Trust Technology AlphaDEX Fund in Q1 2020 and has held it in 25 quarters since.
  • Triton Wealth Management's First Trust Technology AlphaDEX Fund position peaked at $12.3M in Q3 2021.
  • 290 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Triton Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.