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Mather Group’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Mather Group’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 		$275K Hold
1,264
– – ﹤0.01% 705
2026
Q1 		$201K Sell
1,264
-147
-10% -$24.6K ﹤0.01% 732
2025
Q4 		$237K Hold
1,411
– – ﹤0.01% 585
2025
Q3 		$237K Buy
+1,411
New +$228K ﹤0.01% 581

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mather Group's FXL Position: Q2 2026 in Review

Mather Group held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q2 2026 at 1,264 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Mather Group first reported a position in FXL in Q3 2025 and has held it in 4 quarters since. 291 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

  • Mather Group held 1,264 shares of First Trust Technology AlphaDEX Fund worth $275K as of Q2 2026.
  • Mather Group left its First Trust Technology AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Technology AlphaDEX Fund made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #705 holding.
  • Mather Group first reported a position in First Trust Technology AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
  • 291 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.