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

Oxford Financial 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	$366K	Buy	+1,687	New	+$329K	0.02%	182

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

Oxford Financial Group's FXL Position: Q2 2026 in Review

Oxford Financial Group opened a new position in First Trust Technology AlphaDEX Fund (FXL) in Q2 2026: 1,687 shares worth $366K. The stake represents 0.02% of the portfolio and ranks #182 among its holdings.

289 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

Oxford Financial Group held 1,687 shares of First Trust Technology AlphaDEX Fund worth $366K as of Q2 2026.
First Trust Technology AlphaDEX Fund was a new Oxford Financial Group position in Q2 2026.
First Trust Technology AlphaDEX Fund made up 0.02% of Oxford Financial Group's portfolio in Q2 2026, its #182 holding.
289 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.