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Trust Company of Vermont’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Trust Company of Vermont’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
2025
Q4 		$34.5K Hold
205
– – ﹤0.01% 640
2025
Q3 		$34.4K Hold
205
– – ﹤0.01% 630
2025
Q2 		$32.3K Buy
+205
New +$29.1K ﹤0.01% 622

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Raymond James Financial
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Trust Company of Vermont's FXL Position: Q4 2025 in Review

Trust Company of Vermont held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q4 2025 at 205 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Trust Company of Vermont first reported a position in FXL in Q2 2025 and has held it in 3 quarters since. 266 funds tracked by Wall St. Rank hold FXL as of Q4 2025.

  • Trust Company of Vermont held 205 shares of First Trust Technology AlphaDEX Fund worth $34.5K as of Q4 2025.
  • Trust Company of Vermont left its First Trust Technology AlphaDEX Fund share count unchanged in Q4 2025.
  • First Trust Technology AlphaDEX Fund made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #640 holding.
  • Trust Company of Vermont first reported a position in First Trust Technology AlphaDEX Fund in Q2 2025 and has held it in 3 quarters since.
  • 266 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.