SFG
FXL icon

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

Socha 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 		$3.13M Hold
14,414
– – 1.27% 8
2026
Q1 		$2.29M Sell
14,414
-365
-2% -$61K 1.16% 8
2025
Q4 		$2.49M Sell
14,779
-781
-5% -$132K 1.21% 8
2025
Q3 		$2.61M Sell
15,560
-832
-5% -$134K 1.1% 9
2025
Q2 		$2.58M Sell
16,392
-2,232
-12% -$317K 1.15% 9
2025
Q1 		$2.46M Sell
18,624
-8,681
-32% -$1.29M 1.2% 8
2024
Q4 		$4.06M Sell
27,305
-9,146
-25% -$1.35M 1.9% 8
2024
Q3 		$5.05M Buy
36,451
+1,227
+3% +$165K 2.19% 6
2024
Q2 		$4.8M Sell
35,224
-408
-1% -$53.8K 2.25% 6
2024
Q1 		$4.8M Sell
35,632
-272
-0.8% -$36.1K 2.11% 7
2023
Q4 		$4.6M Sell
35,904
-473
-1% -$55.1K 2.21% 7
2023
Q3 		$4.04M Sell
36,377
-212
-0.6% -$24.2K 2.15% 7
2023
Q2 		$4.21M Buy
36,589
+780
+2% +$81.6K 2.22% 7
2023
Q1 		$3.77M Sell
35,809
-220
-0.6% -$22.2K 2.43% 6
2022
Q4 		$3.3M Buy
36,029
+132
+0.4% +$12.2K 2.34% 6
2022
Q3 		$3.11M Buy
35,897
+560
+2% +$55.4K 2.67% 6
2022
Q2 		$3.33M Sell
35,337
-121
-0.3% -$12.5K 3.41% 5
2022
Q1 		$4.12M Sell
35,458
-597
-2% -$69.6K 3.38% 4
2021
Q4 		$4.76M Buy
+36,055
New +$4.72M 3.61% 4

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Socha Financial Group held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q2 2026 at 14,414 shares worth $3.13M. The position accounts for 1.27% of the portfolio, ranked #8.

Socha Financial Group first reported a position in FXL in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.05M in Q3 2024. 291 funds tracked by Wall St. Rank hold FXL as of Q2 2026.

  • Socha Financial Group held 14,414 shares of First Trust Technology AlphaDEX Fund worth $3.13M as of Q2 2026.
  • Socha Financial Group left its First Trust Technology AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Technology AlphaDEX Fund made up 1.27% of Socha Financial Group's portfolio in Q2 2026, its #8 holding.
  • Socha Financial Group first reported a position in First Trust Technology AlphaDEX Fund in Q4 2021 and has held it in 19 quarters since.
  • Socha Financial Group's First Trust Technology AlphaDEX Fund position peaked at $5.05M in Q3 2024.
  • 291 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2026.

Based on Socha Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.