WealthShield Partners
FXL icon

WealthShield Partners’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

WealthShield Partners’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 		– Sell
-636
Closed -$101K – 477
2026
Q1 		$101K Sell
636
-20
-3% -$3.34K 0.01% 403
2025
Q4 		$110K Hold
656
– – 0.01% 382
2025
Q3 		$110K Buy
656
+1
+0.2% +$161 0.01% 383
2025
Q2 		$103K Hold
655
– – 0.01% 381
2025
Q1 		$86.7K Hold
655
– – 0.01% 384
2024
Q4 		$97.4K Hold
655
– – 0.01% 343
2024
Q3 		$90.9K Buy
+655
New +$87.9K 0.01% 357
2024
Q2 		– Sell
-655
Closed -$88.4K – 473
2024
Q1 		$88.4K Buy
+655
New +$86.9K 0.01% 324
2021
Q3 		– Sell
-652
Closed -$81K – 426
2021
Q2 		$81K Hold
652
– – 0.01% 391
2021
Q1 		$74K Buy
+652
New +$75.2K 0.01% 389
2020
Q4 		– Sell
-652
Closed -$59K – 322
2020
Q3 		$59K Buy
+652
New +$57.4K 0.02% 296
2019
Q2 		– Sell
-2,024
Closed -$129K – 246
2019
Q1 		$129K Buy
2,024
+1,624
+406% +$97.9K 0.07% 163
2018
Q4 		$21K Buy
400
+200
+100% +$11.1K 0.01% 186
2018
Q3 		$13K Hold
200
– – 0.01% 204
2018
Q2 		$11K Sell
200
-4,131
-95% -$234K 0.01% 200
2018
Q1 		$238K Sell
4,331
-2,498
-37% -$139K 0.15% 104
2017
Q4 		$357K Buy
+6,829
New +$348K 0.22% 84

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthShield Partners's FXL Position: Q2 2026 in Review

WealthShield Partners sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2026, closing a stake of 636 shares — an estimated $101K sold.

WealthShield Partners first reported a position in FXL in Q4 2017 and held it in 17 quarters. The position peaked at $357K in Q4 2017. 294 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

  • WealthShield Partners reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 636 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $101K.
  • WealthShield Partners first reported a position in First Trust Technology AlphaDEX Fund in Q4 2017 and held it in 17 quarters.
  • WealthShield Partners's First Trust Technology AlphaDEX Fund position peaked at $357K in Q4 2017.
  • 294 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.