Focus Financial Network
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Focus Financial Network’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Focus Financial Network’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 		– Sell
-1,076
Closed -$234K – 780
2026
Q2 		$234K Buy
+1,076
New +$210K 0.01% 685
2026
Q1 		– Sell
-5,016
Closed -$844K – 747
2025
Q4 		$844K Sell
5,016
-145
-3% -$24.5K 0.03% 339
2025
Q3 		$867K Sell
5,161
-1,818
-26% -$294K 0.03% 328
2025
Q2 		$1.1M Buy
6,979
+699
+11% +$99.2K 0.04% 281
2025
Q1 		$831K Sell
6,280
-1,267
-17% -$188K 0.03% 308
2024
Q4 		$1.12M Buy
+7,547
New +$1.11M 0.04% 265
2024
Q3 		– Sell
-5,378
Closed -$743K – 681
2024
Q2 		$743K Buy
5,378
+3,065
+133% +$404K 0.03% 313
2024
Q1 		$291K Sell
2,313
-3,232
-58% -$429K 0.01% 499
2023
Q4 		$710K Buy
5,545
+539
+11% +$62.8K 0.03% 378
2023
Q3 		$556K Buy
5,006
+2,974
+146% +$340K 0.03% 335
2023
Q2 		$234K Buy
+2,032
New +$212K 0.01% 525
2022
Q3 		– Sell
-2,270
Closed -$214K – 486
2022
Q2 		$214K Sell
2,270
-180
-7% -$18.5K 0.02% 456
2022
Q1 		$285K Buy
+2,450
New +$285K 0.02% 413
2021
Q1 		– Sell
-2,450
Closed -$274K – 441
2020
Q4 		$274K Hold
2,450
– – 0.02% 364
2020
Q3 		$223K Buy
+2,450
New +$216K 0.02% 399

Other funds holding FXL

Genesee Capital Advisors
Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Choice Wealth Advisors
Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TriaGen Wealth Management
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
Paragon Private Wealth Management
Paragon Private Wealth Management Lexington, Kentucky $326M AUM 26.55% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Gimbal Financial
Gimbal Financial Carmel, Indiana $172M AUM

Focus Financial Network's FXL Position: Q3 2026 in Review

Focus Financial Network sold out of First Trust Technology AlphaDEX Fund (FXL) in Q3 2026, closing a stake of 1,076 shares — an estimated $234K sold.

Focus Financial Network first reported a position in FXL in Q3 2020 and held it in 15 quarters. The position peaked at $1.12M in Q4 2024. 63 funds tracked by Wall St. Rank hold FXL as of Q3 2026.

  • Focus Financial Network reported no remaining First Trust Technology AlphaDEX Fund position as of Q3 2026 after selling out during the quarter.
  • Focus Financial Network sold 1,076 First Trust Technology AlphaDEX Fund shares in Q3 2026, an estimated $234K.
  • Focus Financial Network first reported a position in First Trust Technology AlphaDEX Fund in Q3 2020 and held it in 15 quarters.
  • Focus Financial Network's First Trust Technology AlphaDEX Fund position peaked at $1.12M in Q4 2024.
  • 63 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.