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

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

HHM Wealth Advisors's FXL Position: Q2 2026 in Review

HHM Wealth Advisors reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 15% in Q2 2026, selling an estimated $7.79K and leaving 234 shares worth $50.8K. The position accounts for 0.01% of the portfolio, ranked #385.

HHM Wealth Advisors first reported a position in FXL in Q1 2024 and has held it in 10 quarters since. 292 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

HHM Wealth Advisors held 234 shares of First Trust Technology AlphaDEX Fund worth $50.8K as of Q2 2026.
HHM Wealth Advisors sold 40 First Trust Technology AlphaDEX Fund shares in Q2 2026, an estimated $7.79K.
First Trust Technology AlphaDEX Fund made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #385 holding.
HHM Wealth Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q1 2024 and has held it in 10 quarters since.
292 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.