Valued Wealth Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Valued Wealth 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	$7.39K	Hold	34	–	–	﹤0.01%	365
2026 Q1	$5.4K	Hold	34	–	–	﹤0.01%	388
2025 Q4	$5.72K	Hold	34	–	–	﹤0.01%	281
2025 Q3	$5.71K	Hold	34	–	–	﹤0.01%	269
2025 Q2	$5.35K	Hold	34	–	–	﹤0.01%	277
2025 Q1	$4.5K	Hold	34	–	–	﹤0.01%	321
2024 Q4	$5.05K	Hold	34	–	–	﹤0.01%	298
2024 Q3	$4.71K	Hold	34	–	–	﹤0.01%	292
2024 Q2	$4.63K	Buy	+34	New	+$4.49K	﹤0.01%	280

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

Valued Wealth Advisors's FXL Position: Q2 2026 in Review

Valued Wealth Advisors held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q2 2026 at 34 shares worth $7.39K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Valued Wealth Advisors first reported a position in FXL in Q2 2024 and has held it in 9 quarters since. 289 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Valued Wealth Advisors held 34 shares of First Trust Technology AlphaDEX Fund worth $7.39K as of Q2 2026.
Valued Wealth Advisors left its First Trust Technology AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Technology AlphaDEX Fund made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #365 holding.
Valued Wealth Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q2 2024 and has held it in 9 quarters since.
289 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

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