WMA
FXL icon

Wealth Management Associates’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Wealth Management Associates’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
Q1 		$252K Buy
1,588
+18
+1% +$3.01K 0.09% 201
2025
Q4 		$264K Buy
1,570
+102
+7% +$17.3K 0.09% 191
2025
Q3 		$247K Hold
1,468
– – 0.09% 200
2025
Q2 		$231K Buy
+1,468
New +$208K 0.09% 195
2025
Q1 		– Sell
-1,453
Closed -$216K – 214
2024
Q4 		$216K Sell
1,453
-82
-5% -$12.1K 0.09% 192
2024
Q3 		$213K Sell
1,535
-73
-5% -$9.8K 0.09% 189
2024
Q2 		$219K Hold
1,608
– – 0.1% 181
2024
Q1 		$219K Buy
+1,608
New +$213K 0.1% 181

Other funds holding FXL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return