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

Advocacy Wealth Management Services’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
2017
Q1 		– Sell
-2
Closed – – 317
2016
Q4 		$0 Buy
+2
New +$74 ﹤0.01% 335

Other funds holding FXL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 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
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Advocacy Wealth Management Services's FXL Position: Q1 2017 in Review

Advocacy Wealth Management Services sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2017, closing a stake of 2 shares.

Advocacy Wealth Management Services first reported a position in FXL in Q4 2016 and held it in 1 quarter. The position peaked at $0 in Q4 2016. 96 funds tracked by Wall St. Rank hold FXL as of Q1 2017.

  • Advocacy Wealth Management Services reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 2 First Trust Technology AlphaDEX Fund shares in Q1 2017.
  • Advocacy Wealth Management Services first reported a position in First Trust Technology AlphaDEX Fund in Q4 2016 and held it in 1 quarter.
  • Advocacy Wealth Management Services's First Trust Technology AlphaDEX Fund position peaked at $0 in Q4 2016.
  • 96 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2017, filed 24 Apr 2017.