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

Alpine Bank 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
2024 Q3	$52.4K	Buy	+378	New	+$50.8K	0.01%	247

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

RJA

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

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Alpine Bank Wealth Management's FXL Position: Q3 2024 in Review

Alpine Bank Wealth Management opened a new position in First Trust Technology AlphaDEX Fund (FXL) in Q3 2024: 378 shares worth $52.4K. The stake represents 0.01% of the portfolio and ranks #247 among its holdings.

235 funds tracked by Wall St. Rank hold FXL as of Q3 2024.

Alpine Bank Wealth Management held 378 shares of First Trust Technology AlphaDEX Fund worth $52.4K as of Q3 2024.
First Trust Technology AlphaDEX Fund was a new Alpine Bank Wealth Management position in Q3 2024.
First Trust Technology AlphaDEX Fund made up 0.01% of Alpine Bank Wealth Management's portfolio in Q3 2024, its #247 holding.
235 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2024.

Based on Alpine Bank Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.