Farther Finance Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Farther Finance 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 Q3	$2.78M	Sell	12,575 -153	-1%	-$32.3K	0.02%	627
2026 Q2	$2.76M	Sell	12,728 -4,540	-26%	-$885K	0.02%	606
2026 Q1	$2.8M	Buy	17,268 +4,132	+31%	+$691K	0.03%	517
2025 Q4	$2.21M	Buy	13,136 +148	+1%	+$25.1K	0.02%	548
2025 Q3	$2.18M	Hold	12,988	–	–	0.03%	423
2025 Q2	$2.04M	Buy	12,988 +148	+1%	+$21K	0.04%	359
2025 Q1	$1.71M	Buy	+12,840	New	+$1.9M	0.04%	345

Other funds holding FXL

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

DQRIM

Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Farther Finance Advisors's FXL Position: Q3 2026 in Review

Farther Finance Advisors reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 1.2% in Q3 2026, selling an estimated $32.3K and leaving 12,575 shares worth $2.78M. The position accounts for 0.02% of the portfolio, ranked #627.

Farther Finance Advisors first reported a position in FXL in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.8M in Q1 2026. 13 funds tracked by Wall St. Rank hold FXL as of Q3 2026.

Farther Finance Advisors held 12,575 shares of First Trust Technology AlphaDEX Fund worth $2.78M as of Q3 2026.
Farther Finance Advisors sold 153 First Trust Technology AlphaDEX Fund shares in Q3 2026, an estimated $32.3K.
First Trust Technology AlphaDEX Fund made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #627 holding.
Farther Finance Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q1 2025 and has held it in 7 quarters since.
Farther Finance Advisors's First Trust Technology AlphaDEX Fund position peaked at $2.8M in Q1 2026.
13 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.