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Advisors Capital Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Advisors Capital 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
2022
Q3 		– Sell
-2,635
Closed -$248K – 466
2022
Q2 		$248K Sell
2,635
-148
-5% -$15.3K 0.01% 387
2022
Q1 		$323K Buy
+2,783
New +$324K 0.01% 357

Other funds holding FXL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advisors Capital Management's FXL Position: Q3 2022 in Review

Advisors Capital Management sold out of First Trust Technology AlphaDEX Fund (FXL) in Q3 2022, closing a stake of 2,635 shares — an estimated $248K sold.

Advisors Capital Management first reported a position in FXL in Q1 2022 and held it in 2 quarters. The position peaked at $323K in Q1 2022. 185 funds tracked by Wall St. Rank hold FXL as of Q3 2022.

  • Advisors Capital Management reported no remaining First Trust Technology AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
  • Advisors Capital Management sold 2,635 First Trust Technology AlphaDEX Fund shares in Q3 2022, an estimated $248K.
  • Advisors Capital Management first reported a position in First Trust Technology AlphaDEX Fund in Q1 2022 and held it in 2 quarters.
  • Advisors Capital Management's First Trust Technology AlphaDEX Fund position peaked at $323K in Q1 2022.
  • 185 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2022.

Based on Advisors Capital Management's 13F filing for Q3 2022, filed 16 Nov 2022.