WhitTier Trust Company’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

WhitTier Trust Company’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	$298K	Hold	1,466	–	–	0.01%	459
2026 Q1	$240K	Hold	1,466	–	–	﹤0.01%	474
2025 Q4	$257K	Buy	1,466 +601	+69%	+$102K	0.01%	448
2025 Q3	$147K	Hold	865	–	–	﹤0.01%	502
2025 Q2	$136K	Buy	+865	New	+$123K	﹤0.01%	573

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

WhitTier Trust Company's FXL Position: Q2 2026 in Review

WhitTier Trust Company held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q2 2026 at 1,466 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #459.

WhitTier Trust Company first reported a position in FXL in Q2 2025 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

WhitTier Trust Company held 1,466 shares of First Trust Technology AlphaDEX Fund worth $298K as of Q2 2026.
WhitTier Trust Company left its First Trust Technology AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Technology AlphaDEX Fund made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #459 holding.
WhitTier Trust Company first reported a position in First Trust Technology AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
289 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.