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 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

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

Farther Finance Advisors's FXL Position: Q2 2026 in Review

Farther Finance Advisors reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 26% in Q2 2026, selling an estimated $885K and leaving 12,728 shares worth $2.76M. The position accounts for 0.02% of the portfolio, ranked #606.

Farther Finance Advisors first reported a position in FXL in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.8M in Q1 2026. 289 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Farther Finance Advisors held 12,728 shares of First Trust Technology AlphaDEX Fund worth $2.76M as of Q2 2026.
Farther Finance Advisors sold 4,540 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $885K.
First Trust Technology AlphaDEX Fund made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #606 holding.
Farther Finance Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q1 2025 and has held it in 6 quarters since.
Farther Finance Advisors's First Trust Technology AlphaDEX Fund position peaked at $2.8M in Q1 2026.
289 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.