Mather Group
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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
Q3 		$322K Buy
1,457
+193
+15% +$40.7K ﹤0.01% 661
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

GCA
Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
PPWM
Paragon Private Wealth Management Lexington, Kentucky $326M AUM 26.55% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
GF
Gimbal Financial Carmel, Indiana $172M AUM

Mather Group's FXL Position: Q3 2026 in Review

Mather Group increased its First Trust Technology AlphaDEX Fund (FXL) stake by 15% in Q3 2026, buying an estimated $40.7K and bringing the position to 1,457 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Mather Group first reported a position in FXL in Q3 2025 and has held it in 5 quarters since. 56 funds tracked by Wall St. Rank hold FXL as of Q3 2026.

  • Mather Group held 1,457 shares of First Trust Technology AlphaDEX Fund worth $322K as of Q3 2026.
  • Mather Group bought 193 First Trust Technology AlphaDEX Fund shares in Q3 2026, an estimated $40.7K.
  • First Trust Technology AlphaDEX Fund made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #661 holding.
  • Mather Group first reported a position in First Trust Technology AlphaDEX Fund in Q3 2025 and has held it in 5 quarters since.
  • 56 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.