FXL — FIRST TRUST TECHNOLOGY ALPHADEX FUND

Ownership history in Plotkin Financial Advisors, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Plotkin Financial Advisors, LLC reported a position in FIRST TRUST TECHNOLOGY ALPHADEX FUND (FXL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.12% (2024 Q3)
Avg. % of fund
1.3%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 11,118 — 0% 0.91% $1.9M $168.28
2025 Q3 UNCHANGED 11,118 — 0% 0.92% $1.9M $167.99
2025 Q2 UNCHANGED 11,118 — 0% 0.97% $1.7M $157.35
2025 Q1 UNCHANGED 11,118 — 0% 0.90% $1.5M $132.24
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FXL price (monthly, adj. close)

Other funds also holding FXL

As of 2025 Q4 — sorted by position size

Genesee Capital Advisors, LLC 3Y 7Y 7.88% Choice Wealth Advisors, LLC 3Y 3.72% Schrum Private Wealth Management LLC 3Y 2.79% Triton Wealth Management, PLLC 3Y 1.85% IronBridge Private Wealth, LLC 3Y 1.61% Brueske Advisory Services, LLC 1.33% Socha Financial Group, LLC 3Y 1.21% Proactive Wealth Strategies LLC 1.08% Novak & Powell Financial Services, Inc. 0.89% RVW Wealth, LLC 3Y 0.84%
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