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

Western Wealth Management’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	$204K	Buy	+937	New	+$183K	0.01%	963
2022 Q4	–	Sell	-3,122	Closed	-$270K	–	668
2022 Q3	$270K	Buy	3,122 +1	+0%	+$99	0.02%	660
2022 Q2	$294K	Buy	3,121 +199	+7%	+$20.5K	0.02%	620
2022 Q1	$340K	Buy	2,922 +1,378	+89%	+$161K	0.02%	634
2021 Q4	$203K	Buy	+1,544	New	+$202K	0.02%	581

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

Western Wealth Management's FXL Position: Q2 2026 in Review

Western Wealth Management opened a new position in First Trust Technology AlphaDEX Fund (FXL) in Q2 2026: 937 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #963 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in FXL as recently as Q3 2022.

Western Wealth Management first reported a position in FXL in Q4 2021 and has held it in 5 quarters since. The position peaked at $340K in Q1 2022. 291 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Western Wealth Management held 937 shares of First Trust Technology AlphaDEX Fund worth $204K as of Q2 2026.
First Trust Technology AlphaDEX Fund was a new Western Wealth Management position in Q2 2026.
First Trust Technology AlphaDEX Fund made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #963 holding.
Western Wealth Management first reported a position in First Trust Technology AlphaDEX Fund in Q4 2021 and has held it in 5 quarters since.
Western Wealth Management's First Trust Technology AlphaDEX Fund position peaked at $340K in Q1 2022.
291 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.