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 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

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. 291 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.
291 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.