Wilmington Savings Fund Society’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Wilmington Savings Fund Society’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
2025 Q3	–	Sell	-146	Closed	-$23K	–	1635
2025 Q2	$23K	Hold	146	–	–	﹤0.01%	1431
2025 Q1	$19.3K	Hold	146	–	–	﹤0.01%	1469
2024 Q4	$21.7K	Hold	146	–	–	﹤0.01%	1480
2024 Q3	$20.2K	Buy	+146	New	+$19.6K	﹤0.01%	1465

Other funds holding FXL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wilmington Savings Fund Society's FXL Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of First Trust Technology AlphaDEX Fund (FXL) in Q3 2025, closing a stake of 146 shares — an estimated $23K sold.

Wilmington Savings Fund Society first reported a position in FXL in Q3 2024 and held it in 4 quarters. The position peaked at $23K in Q2 2025. 252 funds tracked by Wall St. Rank hold FXL as of Q3 2025.

Wilmington Savings Fund Society reported no remaining First Trust Technology AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
Wilmington Savings Fund Society sold 146 First Trust Technology AlphaDEX Fund shares in Q3 2025, an estimated $23K.
Wilmington Savings Fund Society first reported a position in First Trust Technology AlphaDEX Fund in Q3 2024 and held it in 4 quarters.
Wilmington Savings Fund Society's First Trust Technology AlphaDEX Fund position peaked at $23K in Q2 2025.
252 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.