Wealth Enhancement Advisory Services’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Wealth Enhancement Advisory Services’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	$292K	Sell	1,408 -100	-7%	-$19.5K	﹤0.01%	3234
2026 Q1	$246K	Sell	1,508 -2,476	-62%	-$414K	﹤0.01%	2965
2025 Q4	$698K	Buy	3,984 +218	+6%	+$36.9K	﹤0.01%	2219
2025 Q3	$637K	Buy	3,766 +378	+11%	+$61K	﹤0.01%	2170
2025 Q2	$542K	Buy	3,388 +388	+13%	+$55K	﹤0.01%	2165
2025 Q1	$397K	Sell	3,000 -1,388	-32%	-$206K	﹤0.01%	2214
2024 Q4	$652K	Buy	+4,388	New	+$648K	﹤0.01%	1801
2024 Q1	–	Sell	-3,208	Closed	-$411K	–	2512
2023 Q4	$411K	Sell	3,208 -44	-1%	-$5.12K	﹤0.01%	1632
2023 Q3	$361K	Buy	+3,252	New	+$372K	﹤0.01%	1624

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

Wealth Enhancement Advisory Services's FXL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 6.6% in Q2 2026, selling an estimated $19.5K and leaving 1,408 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #3234.

Wealth Enhancement Advisory Services first reported a position in FXL in Q3 2023 and has held it in 9 quarters since. The position peaked at $698K in Q4 2025. 289 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Wealth Enhancement Advisory Services held 1,408 shares of First Trust Technology AlphaDEX Fund worth $292K as of Q2 2026.
Wealth Enhancement Advisory Services sold 100 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $19.5K.
First Trust Technology AlphaDEX Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3234 holding.
Wealth Enhancement Advisory Services first reported a position in First Trust Technology AlphaDEX Fund in Q3 2023 and has held it in 9 quarters since.
Wealth Enhancement Advisory Services's First Trust Technology AlphaDEX Fund position peaked at $698K in Q4 2025.
289 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.