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

HHM Wealth 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	$50.8K	Sell	234 -40	-15%	-$7.79K	0.01%	385
2026 Q1	$43.5K	Buy	274 +40	+17%	+$6.69K	0.01%	387
2025 Q4	$39.4K	Hold	234	–	–	﹤0.01%	394
2025 Q3	$39.3K	Hold	234	–	–	﹤0.01%	407
2025 Q2	$36.8K	Hold	234	–	–	﹤0.01%	422
2025 Q1	$30.9K	Hold	234	–	–	﹤0.01%	443
2024 Q4	$34.8K	Hold	234	–	–	﹤0.01%	415
2024 Q3	$32.4K	Hold	234	–	–	﹤0.01%	398
2024 Q2	$31.9K	Hold	234	–	–	﹤0.01%	395
2024 Q1	$31.5K	Buy	+234	New	+$31K	0.01%	351

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 $6.4B AUM 19.93% 1-Year Est. Return