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 Q3	$207K	Hold	937	–	–	0.01%	910
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 38.25% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Western Wealth Management's FXL Position: Q3 2026 in Review

Western Wealth Management held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q3 2026 at 937 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #910.

Western Wealth Management first reported a position in FXL in Q4 2021 and has held it in 6 quarters since. The position peaked at $340K in Q1 2022. 222 funds tracked by Wall St. Rank hold FXL as of Q3 2026.

Western Wealth Management held 937 shares of First Trust Technology AlphaDEX Fund worth $207K as of Q3 2026.
Western Wealth Management left its First Trust Technology AlphaDEX Fund share count unchanged in Q3 2026.
First Trust Technology AlphaDEX Fund made up 0.01% of Western Wealth Management's portfolio in Q3 2026, its #910 holding.
Western Wealth Management first reported a position in First Trust Technology AlphaDEX Fund in Q4 2021 and has held it in 6 quarters since.
Western Wealth Management's First Trust Technology AlphaDEX Fund position peaked at $340K in Q1 2022.
222 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.