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

Clarus 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 		$513K Sell
2,512
-129
-5% -$25.1K 0.2% 71
2026
Q1 		$434K Buy
2,641
+143
+6% +$23.9K 0.19% 75
2025
Q4 		$438K Sell
2,498
-834
-25% -$141K 0.18% 66
2025
Q3 		$566K Hold
3,332
– – 0.25% 60
2025
Q2 		$532K Hold
3,332
– – 0.25% 60
2025
Q1 		$434K Sell
3,332
-3,784
-53% -$561K 0.23% 64
2024
Q4 		$1.05M Sell
7,116
-116
-2% -$17.1K 0.52% 46
2024
Q3 		$1M Buy
7,232
+90
+1% +$12.1K 0.51% 45
2024
Q2 		$998K Sell
7,142
-314
-4% -$41.4K 0.53% 43
2024
Q1 		$986K Sell
7,456
-168
-2% -$22.3K 0.56% 43
2023
Q4 		$980K Buy
+7,624
New +$888K 0.58% 42
2023
Q2 		$843K Buy
7,449
+1,278
+21% +$134K 0.51% 43
2023
Q1 		$625K Buy
6,171
+343
+6% +$34.6K 0.39% 54
2022
Q4 		$556K Sell
5,828
-862
-13% -$79.5K 0.36% 54
2022
Q3 		$585K Buy
6,690
+218
+3% +$21.6K 0.42% 45
2022
Q2 		$619K Buy
6,472
+455
+8% +$46.9K 0.44% 43
2022
Q1 		$658K Buy
6,017
+447
+8% +$52.1K 0.41% 42
2021
Q4 		$702K Sell
5,570
-236
-4% -$30.9K 0.4% 44
2021
Q3 		$715K Sell
5,806
-102
-2% -$12.8K 0.44% 40
2021
Q2 		$734K Sell
5,908
-247
-4% -$29.4K 0.46% 41
2021
Q1 		$737K Sell
6,155
-167
-3% -$19.3K 0.46% 45
2020
Q4 		$725K Sell
6,322
-164
-3% -$16.6K 0.48% 41
2020
Q3 		$605K Buy
6,486
+1
+0% +$88 0.47% 43
2020
Q2 		$549K Sell
6,485
-226
-3% -$16.4K 0.46% 45
2020
Q1 		$374K Buy
6,711
+1,283
+24% +$89.2K 0.37% 78
2019
Q4 		$405K Sell
5,428
-500
-8% -$34.3K 0.27% 92
2019
Q3 		$386K Buy
5,928
+323
+6% +$21.8K 0.28% 82
2019
Q2 		$373K Buy
5,605
+1,520
+37% +$99.5K 0.27% 65
2019
Q1 		$261K Buy
4,085
+300
+8% +$18.1K 0.2% 73
2018
Q4 		$199K Buy
3,785
+2,435
+180% +$135K 0.31% 79
2018
Q3 		$86K Sell
1,350
-300
-18% -$18.2K 0.06% 222
2018
Q2 		$91K Buy
+1,650
New +$93.3K 0.07% 211

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clarus Wealth Advisors's FXL Position: Q2 2026 in Review

Clarus Wealth Advisors reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 4.9% in Q2 2026, selling an estimated $25.1K and leaving 2,512 shares worth $513K. The position accounts for 0.2% of the portfolio, ranked #71.

Clarus Wealth Advisors first reported a position in FXL in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.05M in Q4 2024. 289 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

  • Clarus Wealth Advisors held 2,512 shares of First Trust Technology AlphaDEX Fund worth $513K as of Q2 2026.
  • Clarus Wealth Advisors sold 129 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $25.1K.
  • First Trust Technology AlphaDEX Fund made up 0.2% of Clarus Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • Clarus Wealth Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q2 2018 and has held it in 32 quarters since.
  • Clarus Wealth Advisors's First Trust Technology AlphaDEX Fund position peaked at $1.05M in Q4 2024.
  • 289 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.