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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Accel Wealth Management's FXL Position: Q2 2023 in Review

Accel Wealth Management sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2023, closing a stake of 890 shares — an estimated $93.6K sold.

Accel Wealth Management first reported a position in FXL in Q4 2020 and held it in 10 quarters. The position peaked at $292K in Q4 2021. 203 funds tracked by Wall St. Rank hold FXL as of Q2 2023.

Accel Wealth Management reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 890 First Trust Technology AlphaDEX Fund shares in Q2 2023, an estimated $93.6K.
Accel Wealth Management first reported a position in First Trust Technology AlphaDEX Fund in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's First Trust Technology AlphaDEX Fund position peaked at $292K in Q4 2021.
203 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.