Tyler-Stone Wealth Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Tyler-Stone 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
2025 Q2	$558K	Sell	3,544 -1,026	-22%	-$146K	0.09%	191
2025 Q1	$604K	Sell	4,570 -210	-4%	-$31.1K	0.11%	170
2024 Q4	$710K	Hold	4,780	–	–	0.13%	146
2024 Q3	$663K	Buy	4,780 +2,369	+98%	+$318K	0.13%	151
2024 Q2	$329K	Hold	2,411	–	–	0.14%	133
2024 Q1	$325K	Hold	2,411	–	–	0.14%	132
2023 Q4	$309K	Hold	2,411	–	–	0.15%	131
2023 Q3	$268K	Hold	2,411	–	–	0.15%	127
2023 Q2	$277K	Buy	+2,411	New	+$252K	0.16%	124
2022 Q4	$221K	Hold	2,410	–	–	0.15%	136
2022 Q3	$209K	Hold	2,410	–	–	0.16%	126
2022 Q2	$227K	Hold	2,410	–	–	0.15%	134
2022 Q1	$280K	Hold	2,410	–	–	0.15%	135
2021 Q4	$318K	Buy	+2,410	New	+$316K	0.17%	119

Other funds holding FXL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

Tyler-Stone Wealth Management's FXL Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 22% in Q2 2025, selling an estimated $146K and leaving 3,544 shares worth $558K. The position accounts for 0.09% of the portfolio, ranked #191.

Tyler-Stone Wealth Management first reported a position in FXL in Q4 2021 and has held it in 14 quarters since. The position peaked at $710K in Q4 2024. 254 funds tracked by Wall St. Rank hold FXL as of Q2 2025.

Tyler-Stone Wealth Management held 3,544 shares of First Trust Technology AlphaDEX Fund worth $558K as of Q2 2025.
Tyler-Stone Wealth Management sold 1,026 First Trust Technology AlphaDEX Fund shares in Q2 2025, an estimated $146K.
First Trust Technology AlphaDEX Fund made up 0.09% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #191 holding.
Tyler-Stone Wealth Management first reported a position in First Trust Technology AlphaDEX Fund in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's First Trust Technology AlphaDEX Fund position peaked at $710K in Q4 2024.
254 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.