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

RVW Wealth’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 		$14M Sell
63,410
-455
-0.7% -$96K 0.9% 28
2026
Q2 		$13.9M Buy
63,865
+2,234
+4% +$435K 0.91% 30
2026
Q1 		$9.79M Sell
61,631
-3,936
-6% -$658K 0.76% 29
2025
Q4 		$11M Sell
65,567
-2,615
-4% -$443K 0.84% 28
2025
Q3 		$11.5M Sell
68,182
-339
-0.5% -$54.7K 0.89% 28
2025
Q2 		$10.8M Sell
68,521
-10,015
-13% -$1.42M 0.92% 28
2025
Q1 		$10.4M Sell
78,536
-119,680
-60% -$17.7M 0.98% 28
2024
Q4 		$29.4M Sell
198,216
-2,684
-1% -$397K 2.75% 11
2024
Q3 		$27.9M Buy
200,900
+6,366
+3% +$855K 2.59% 11
2024
Q2 		$26.5M Buy
194,534
+10,260
+6% +$1.35M 2.65% 11
2024
Q1 		$24.8M Buy
184,274
+8,659
+5% +$1.15M 2.55% 11
2023
Q4 		$22.5M Buy
175,615
+8,133
+5% +$947K 2.47% 10
2023
Q3 		$18.6M Buy
167,482
+13,650
+9% +$1.56M 2.24% 14
2023
Q2 		$17.7M Buy
153,832
+44,332
+40% +$4.64M 2.09% 20
2023
Q1 		$11.5M Buy
109,500
+52,256
+91% +$5.27M 1.43% 28
2022
Q4 		$5.24M Buy
57,244
+559
+1% +$51.6K 0.67% 35
2022
Q3 		$4.92M Buy
56,685
+223
+0.4% +$22.1K 0.69% 40
2022
Q2 		$5.31M Sell
56,462
-695
-1% -$71.6K 0.71% 38
2022
Q1 		$6.64M Sell
57,157
-432
-0.8% -$50.3K 0.77% 35
2021
Q4 		$7.6M Sell
57,589
-1,367
-2% -$179K 0.85% 34
2021
Q3 		$7M Sell
58,956
-3
-0% -$377 0.84% 32
2021
Q2 		$7M Sell
58,959
-14
-0% -$1.66K 0.88% 31
2021
Q1 		$7M Sell
58,973
-127
-0.2% -$14.6K 0.91% 31
2020
Q4 		$7M Sell
59,100
-748
-1% -$75.7K 1.03% 31
2020
Q3 		$5.44M Sell
59,848
-732
-1% -$64.4K 0.92% 32
2020
Q2 		$5.05M Sell
60,580
-83,404
-58% -$6.07M 0.92% 35
2020
Q1 		$8.55M Buy
+143,984
New +$10M 2% 16

Other funds holding FXL

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DQRIM
Dale Q Rice Investment Management Vancouver, Washington $184M AUM 55.8% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

RVW Wealth's FXL Position: Q3 2026 in Review

RVW Wealth reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 0.71% in Q3 2026, selling an estimated $96K and leaving 63,410 shares worth $14M. The position accounts for 0.9% of the portfolio, ranked #28.

RVW Wealth first reported a position in FXL in Q1 2020 and has held it in 27 quarters since. The position peaked at $29.4M in Q4 2024. 13 funds tracked by Wall St. Rank hold FXL as of Q3 2026.

  • RVW Wealth held 63,410 shares of First Trust Technology AlphaDEX Fund worth $14M as of Q3 2026.
  • RVW Wealth sold 455 First Trust Technology AlphaDEX Fund shares in Q3 2026, an estimated $96K.
  • First Trust Technology AlphaDEX Fund made up 0.9% of RVW Wealth's portfolio in Q3 2026, its #28 holding.
  • RVW Wealth first reported a position in First Trust Technology AlphaDEX Fund in Q1 2020 and has held it in 27 quarters since.
  • RVW Wealth's First Trust Technology AlphaDEX Fund position peaked at $29.4M in Q4 2024.
  • 13 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.