MinichMacGregor Wealth Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

MinichMacGregor Wealth Management’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	$2.03M	Buy	9,198 +5,777	+169%	+$1.22M	0.33%	50
2026 Q2	$743K	Buy	+3,421	New	+$667K	0.11%	66
2022 Q1	–	Sell	-32,864	Closed	-$4.34M	–	92
2021 Q4	$4.34M	Sell	32,864 -5,886	-15%	-$771K	1.32%	28
2021 Q3	$4.76M	Buy	38,750 +3,306	+9%	+$415K	1.6%	24
2021 Q2	$4.4M	Buy	35,444 +11,689	+49%	+$1.39M	1.54%	24
2021 Q1	$2.7M	Sell	23,755 -177	-0.7%	-$20.4K	1.01%	29
2020 Q4	$2.68M	Buy	23,932 +15,215	+175%	+$1.54M	1.09%	26
2020 Q3	$792K	Buy	8,717 +980	+13%	+$86.3K	0.37%	39
2020 Q2	$645K	Buy	+7,737	New	+$563K	0.36%	35
2020 Q1	–	Sell	-33,336	Closed	-$2.42M	–	87
2019 Q4	$2.42M	Buy	33,336 +1,990	+6%	+$137K	1.35%	20
2019 Q3	$2.04M	Sell	31,346 -7,934	-20%	-$535K	1.38%	19
2019 Q2	$2.66M	Buy	39,280 +2,062	+6%	+$135K	1.86%	19
2019 Q1	$2.42M	Buy	+37,218	New	+$2.24M	1.82%	17
2018 Q4	–	Sell	-35,687	Closed	-$2.25M	–	236
2018 Q3	$2.25M	Buy	35,687 +3,388	+10%	+$205K	1.49%	23
2018 Q2	$1.84M	Buy	32,299 +11,852	+58%	+$670K	1.31%	22
2018 Q1	$1.12M	Sell	20,447 -7,648	-27%	-$424K	0.88%	23
2017 Q4	$1.44M	Buy	+28,095	New	+$1.43M	1.13%	21

Other funds holding FXL

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

MinichMacGregor Wealth Management's FXL Position: Q3 2026 in Review

MinichMacGregor Wealth Management increased its First Trust Technology AlphaDEX Fund (FXL) stake by 169% in Q3 2026, buying an estimated $1.22M and bringing the position to 9,198 shares worth $2.03M. The position accounts for 0.33% of the portfolio, ranked #50.

MinichMacGregor Wealth Management first reported a position in FXL in Q4 2017 and has held it in 17 quarters since. The position peaked at $4.76M in Q3 2021. 120 funds tracked by Wall St. Rank hold FXL as of Q3 2026.

MinichMacGregor Wealth Management held 9,198 shares of First Trust Technology AlphaDEX Fund worth $2.03M as of Q3 2026.
MinichMacGregor Wealth Management bought 5,777 First Trust Technology AlphaDEX Fund shares in Q3 2026, an estimated $1.22M.
First Trust Technology AlphaDEX Fund made up 0.33% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #50 holding.
MinichMacGregor Wealth Management first reported a position in First Trust Technology AlphaDEX Fund in Q4 2017 and has held it in 17 quarters since.
MinichMacGregor Wealth Management's First Trust Technology AlphaDEX Fund position peaked at $4.76M in Q3 2021.
120 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.