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

HFG 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	$442K	Hold	2,036	–	–	0.28%	68
2026 Q1	$323K	Hold	2,036	–	–	0.23%	83
2025 Q4	$343K	Hold	2,036	–	–	0.25%	72
2025 Q3	$342K	Hold	2,036	–	–	0.25%	69
2025 Q2	$320K	Hold	2,036	–	–	0.25%	67
2025 Q1	$269K	Hold	2,036	–	–	0.23%	73
2024 Q4	$302K	Sell	2,036 -105	-5%	-$15.5K	0.26%	63
2024 Q3	$297K	Sell	2,141 -485	-18%	-$65.1K	0.26%	70
2024 Q2	$358K	Sell	2,626 -1,202	-31%	-$159K	0.33%	59
2024 Q1	$516K	Hold	3,828	–	–	0.46%	51
2023 Q4	$490K	Buy	3,828 +105	+3%	+$12.2K	0.47%	48
2023 Q3	$414K	Hold	3,723	–	–	0.45%	53
2023 Q2	$428K	Hold	3,723	–	–	0.45%	52
2023 Q1	$392K	Hold	3,723	–	–	0.45%	53
2022 Q4	$341K	Hold	3,723	–	–	0.4%	53
2022 Q3	$323K	Hold	3,723	–	–	0.45%	49
2022 Q2	$350K	Sell	3,723 -7,443	-67%	-$767K	0.47%	49
2022 Q1	$1.3M	Sell	11,166 -629	-5%	-$73.3K	1.48%	21
2021 Q4	$1.56M	Buy	+11,795	New	+$1.54M	1.75%	17

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

HFG Advisors's FXL Position: Q2 2026 in Review

HFG Advisors held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q2 2026 at 2,036 shares worth $442K. The position accounts for 0.28% of the portfolio, ranked #68.

HFG Advisors first reported a position in FXL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.56M in Q4 2021. 291 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

HFG Advisors held 2,036 shares of First Trust Technology AlphaDEX Fund worth $442K as of Q2 2026.
HFG Advisors left its First Trust Technology AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Technology AlphaDEX Fund made up 0.28% of HFG Advisors's portfolio in Q2 2026, its #68 holding.
HFG Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q4 2021 and has held it in 19 quarters since.
HFG Advisors's First Trust Technology AlphaDEX Fund position peaked at $1.56M in Q4 2021.
291 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.