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 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

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

MinichMacGregor Wealth Management's FXL Position: Q2 2026 in Review

MinichMacGregor Wealth Management opened a new position in First Trust Technology AlphaDEX Fund (FXL) in Q2 2026: 3,421 shares worth $743K. The stake represents 0.11% of the portfolio and ranks #66 among its holdings. This is a return to the name: MinichMacGregor Wealth Management previously reported a position in FXL as recently as Q4 2021.

MinichMacGregor Wealth Management first reported a position in FXL in Q4 2017 and has held it in 16 quarters since. The position peaked at $4.76M in Q3 2021. 291 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

MinichMacGregor Wealth Management held 3,421 shares of First Trust Technology AlphaDEX Fund worth $743K as of Q2 2026.
First Trust Technology AlphaDEX Fund was a new MinichMacGregor Wealth Management position in Q2 2026.
First Trust Technology AlphaDEX Fund made up 0.11% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #66 holding.
MinichMacGregor Wealth Management first reported a position in First Trust Technology AlphaDEX Fund in Q4 2017 and has held it in 16 quarters since.
MinichMacGregor Wealth Management's First Trust Technology AlphaDEX Fund position peaked at $4.76M in Q3 2021.
291 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.