Westside Investment Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Westside Investment 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	$35.6K	Hold	164	–	–	﹤0.01%	713
2026 Q1	$26.1K	Sell	164 -45	-22%	-$7.52K	﹤0.01%	797
2025 Q4	$35.2K	Hold	209	–	–	0.01%	656
2025 Q3	$35.1K	Hold	209	–	–	0.01%	666
2025 Q2	$32.9K	Hold	209	–	–	0.01%	535
2025 Q1	$27.6K	Hold	209	–	–	0.01%	500
2024 Q4	$31K	Sell	209 -20	-9%	-$2.96K	0.01%	486
2024 Q3	$31.8K	Sell	229 -46	-17%	-$6.18K	0.01%	483
2024 Q2	$37.5K	Sell	275 -25	-8%	-$3.3K	0.01%	427
2024 Q1	$40.4K	Hold	300	–	–	0.01%	408
2023 Q4	$38.4K	Hold	300	–	–	0.01%	395
2023 Q3	$33.3K	Hold	300	–	–	0.01%	401
2023 Q2	$34.5K	Hold	300	–	–	0.01%	408
2023 Q1	$31.6K	Hold	300	–	–	0.01%	422
2022 Q4	$27	Sell	300 -50	-14%	-$4.61K	﹤0.01%	491
2022 Q3	$30	Hold	350	–	–	﹤0.01%	460
2022 Q2	$32	Hold	350	–	–	﹤0.01%	456
2022 Q1	$40	Hold	350	–	–	﹤0.01%	437
2021 Q4	$46	Sell	350 -50	-13%	-$6.55K	﹤0.01%	406
2021 Q3	$49	Hold	400	–	–	﹤0.01%	395
2021 Q2	$49	Hold	400	–	–	﹤0.01%	387
2021 Q1	$45	Sell	400 -176	-31%	-$20.3K	﹤0.01%	384
2020 Q4	$64	Hold	576	–	–	﹤0.01%	325
2020 Q3	$52	Sell	576 -60	-9%	-$5.28K	﹤0.01%	339
2020 Q2	$53	Hold	636	–	–	﹤0.01%	320
2020 Q1	$37	Buy	+636	New	+$44.2K	﹤0.01%	352
2019 Q2	$42K	Buy	+636	New	+$41.6K	0.02%	321
2018 Q4	$33.4K	Hold	636	–	–	0.01%	338
2018 Q3	$40.2K	Hold	636	–	–	0.01%	275
2018 Q2	$36.2K	Hold	636	–	–	0.01%	324
2018 Q1	$34K	Hold	636	–	–	0.02%	314
2017 Q4	$34.5K	Sell	636 -38	-6%	-$1.94K	0.02%	319
2017 Q3	$33K	Hold	674	–	–	0.02%	316
2017 Q2	$29.8K	Hold	674	–	–	0.02%	326
2017 Q1	$27.9K	Buy	+674	New	+$27.3K	0.01%	311

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

Westside Investment Management's FXL Position: Q2 2026 in Review

Westside Investment Management held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q2 2026 at 164 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Westside Investment Management first reported a position in FXL in Q1 2017 and has held it in 35 quarters since. The position peaked at $42K in Q2 2019. 291 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Westside Investment Management held 164 shares of First Trust Technology AlphaDEX Fund worth $35.6K as of Q2 2026.
Westside Investment Management left its First Trust Technology AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Technology AlphaDEX Fund made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #713 holding.
Westside Investment Management first reported a position in First Trust Technology AlphaDEX Fund in Q1 2017 and has held it in 35 quarters since.
Westside Investment Management's First Trust Technology AlphaDEX Fund position peaked at $42K in Q2 2019.
291 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.