Washington Trust’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Washington Trust’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 Q1	–	Sell	-424	Closed	-$63K	–	804
2024 Q4	$63K	Hold	424	–	–	﹤0.01%	406
2024 Q3	$58.8K	Hold	424	–	–	﹤0.01%	435
2024 Q2	$57.8K	Hold	424	–	–	﹤0.01%	427
2024 Q1	$57.2K	Sell	424 -160	-27%	-$21.2K	﹤0.01%	436
2023 Q4	$74.8K	Hold	584	–	–	﹤0.01%	371
2023 Q3	$64.9K	Hold	584	–	–	﹤0.01%	356
2023 Q2	$67.2K	Hold	584	–	–	﹤0.01%	376
2023 Q1	$61.4K	Hold	584	–	–	﹤0.01%	383
2022 Q4	$53.5K	Hold	584	–	–	﹤0.01%	392
2022 Q3	$51K	Hold	584	–	–	﹤0.01%	382
2022 Q2	$55K	Hold	584	–	–	﹤0.01%	388
2022 Q1	$68K	Hold	584	–	–	﹤0.01%	378
2021 Q4	$77K	Hold	584	–	–	﹤0.01%	372
2021 Q3	$72K	Sell	584 -34	-6%	-$4.27K	﹤0.01%	458
2021 Q2	$77K	Buy	618 +34	+6%	+$4.04K	﹤0.01%	448
2021 Q1	$66K	Buy	+584	New	+$67.3K	﹤0.01%	451

Other funds holding FXL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Washington Trust's FXL Position: Q1 2025 in Review

Washington Trust sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2025, closing a stake of 424 shares — an estimated $63K sold.

Washington Trust first reported a position in FXL in Q1 2021 and held it in 16 quarters. The position peaked at $77K in Q4 2021. 232 funds tracked by Wall St. Rank hold FXL as of Q1 2025.

Washington Trust reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
Washington Trust sold 424 First Trust Technology AlphaDEX Fund shares in Q1 2025, an estimated $63K.
Washington Trust first reported a position in First Trust Technology AlphaDEX Fund in Q1 2021 and held it in 16 quarters.
Washington Trust's First Trust Technology AlphaDEX Fund position peaked at $77K in Q4 2021.
232 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2025.

Based on Washington Trust's 13F filing for Q1 2025, filed 25 Apr 2025.