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 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

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

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 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