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

Align 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
2022 Q4	$39.7K	Buy	+458	New	+$42.2K	0.03%	71

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Align Wealth Management's FXL Position: Q4 2022 in Review

Align Wealth Management opened a new position in First Trust Technology AlphaDEX Fund (FXL) in Q4 2022: 458 shares worth $39.7K. The stake represents 0.03% of the portfolio and ranks #71 among its holdings.

196 funds tracked by Wall St. Rank hold FXL as of Q4 2022.

Align Wealth Management held 458 shares of First Trust Technology AlphaDEX Fund worth $39.7K as of Q4 2022.
First Trust Technology AlphaDEX Fund was a new Align Wealth Management position in Q4 2022.
First Trust Technology AlphaDEX Fund made up 0.03% of Align Wealth Management's portfolio in Q4 2022, its #71 holding.
196 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.