Valeo Financial Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Valeo Financial Advisors’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	$249K	Buy	+1,145	New	+$223K	0.01%	686
2026 Q1	–	Sell	-1,206	Closed	-$203K	–	811
2025 Q4	$203K	Hold	1,206	–	–	﹤0.01%	756
2025 Q3	$203K	Buy	+1,206	New	+$195K	﹤0.01%	756
2021 Q2	–	Sell	-922	Closed	-$105K	–	1012
2021 Q1	$105K	Hold	922	–	–	﹤0.01%	600
2020 Q4	$103K	Hold	922	–	–	0.01%	560
2020 Q3	$84K	Hold	922	–	–	0.01%	511
2020 Q2	$77K	Hold	922	–	–	0.01%	588
2020 Q1	$58K	Hold	922	–	–	0.01%	549
2019 Q4	$67K	Hold	922	–	–	0.01%	552
2019 Q3	$60K	Hold	922	–	–	0.01%	542
2019 Q2	$61K	Buy	+922	New	+$60.3K	0.01%	546

Other funds holding FXL

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

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return