AWM
FXL icon

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

Accel 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
2023
Q2 		– Sell
-890
Closed -$93.6K – 425
2023
Q1 		$93.6K Sell
890
-184
-17% -$18.6K 0.04% 349
2022
Q4 		$98.3K Buy
1,074
+1
+0.1% +$92 0.05% 242
2022
Q3 		$100K Sell
1,073
-281
-21% -$27.8K 0.05% 246
2022
Q2 		$130K Sell
1,354
-636
-32% -$65.5K 0.07% 199
2022
Q1 		$230K Sell
1,990
-220
-10% -$25.6K 0.12% 139
2021
Q4 		$292K Sell
2,210
-59
-3% -$7.73K 0.14% 121
2021
Q3 		$279K Buy
2,269
+1
+0% +$126 0.18% 98
2021
Q2 		$282K Sell
2,268
-256
-10% -$30.4K 0.19% 108
2021
Q1 		$287K Hold
2,524
– – 0.23% 90
2020
Q4 		$282K Buy
+2,524
New +$255K 0.26% 80

Other funds holding FXL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return