World Investment Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

World Investment Advisors’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	$411K	Sell	2,463 -126	-5%	-$24.5K	0.01%	1040
2026 Q1	$411K	Hold	2,589	–	–	0.01%	1080
2025 Q4	$436K	Buy	2,589 +464	+22%	+$78.6K	0.01%	986
2025 Q3	$357K	Buy	2,125 +739	+53%	+$119K	0.01%	920
2025 Q2	$218K	Buy	+1,386	New	+$197K	﹤0.01%	1051
2025 Q1	–	Sell	-3,460	Closed	-$514K	–	1077
2024 Q4	$514K	Hold	3,460	–	–	0.01%	660
2024 Q3	$480K	Buy	+3,460	New	+$465K	0.02%	601

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

World Investment Advisors's FXL Position: Q2 2026 in Review

World Investment Advisors reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 4.9% in Q2 2026, selling an estimated $24.5K and leaving 2,463 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #1040.

World Investment Advisors first reported a position in FXL in Q3 2024 and has held it in 7 quarters since. The position peaked at $514K in Q4 2024. 292 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

World Investment Advisors held 2,463 shares of First Trust Technology AlphaDEX Fund worth $411K as of Q2 2026.
World Investment Advisors sold 126 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $24.5K.
First Trust Technology AlphaDEX Fund made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1040 holding.
World Investment Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q3 2024 and has held it in 7 quarters since.
World Investment Advisors's First Trust Technology AlphaDEX Fund position peaked at $514K in Q4 2024.
292 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.