Choice Wealth Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Choice Wealth 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	$11.1M	Sell	51,232 -6,143	-11%	-$1.2M	3.91%	12
2026 Q1	$9.12M	Buy	57,375 +1,464	+3%	+$245K	3.58%	11
2025 Q4	$9.41M	Sell	55,911 -481	-0.9%	-$81.4K	3.72%	12
2025 Q3	$9.47M	Sell	56,392 -720	-1%	-$116K	4.06%	11
2025 Q2	$8.99M	Sell	57,112 -680	-1%	-$96.5K	4.06%	11
2025 Q1	$7.64M	Buy	57,792 +1,001	+2%	+$148K	3.98%	10
2024 Q4	$8.44M	Sell	56,791 -3,693	-6%	-$546K	4.31%	11
2024 Q3	$8.39M	Buy	60,484 +1,767	+3%	+$237K	4.19%	10
2024 Q2	$8M	Buy	58,717 +609	+1%	+$80.4K	4.24%	10
2024 Q1	$7.83M	Sell	58,108 -60	-0.1%	-$7.96K	4.74%	9
2023 Q4	$7.45M	Sell	58,168 -498	-0.8%	-$58K	4.61%	9
2023 Q3	$6.52M	Buy	58,666 +35	+0.1%	+$4K	4.61%	9
2023 Q2	$6.74M	Buy	58,631 +2,790	+5%	+$292K	4.59%	9
2023 Q1	$5.87M	Buy	55,841 +1,054	+2%	+$106K	4.27%	9
2022 Q4	$5.02M	Buy	54,787 +3,750	+7%	+$346K	3.76%	9
2022 Q3	$4.42M	Buy	+51,037	New	+$5.05M	3.7%	9

Other funds holding FXL

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return