AIM
FXL icon

Anchor Investment Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Anchor Investment 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
Q1 		– Sell
-535
Closed -$70.6K – 1017
2021
Q4 		$70.6K Buy
+535
New +$70.1K 0.01% 514

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Anchor Investment Management's FXL Position: Q1 2022 in Review

Anchor Investment Management sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2022, closing a stake of 535 shares — an estimated $70.6K sold.

Anchor Investment Management first reported a position in FXL in Q4 2021 and held it in 1 quarter. The position peaked at $70.6K in Q4 2021. 205 funds tracked by Wall St. Rank hold FXL as of Q1 2022.

  • Anchor Investment Management reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • Anchor Investment Management sold 535 First Trust Technology AlphaDEX Fund shares in Q1 2022, an estimated $70.6K.
  • Anchor Investment Management first reported a position in First Trust Technology AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
  • Anchor Investment Management's First Trust Technology AlphaDEX Fund position peaked at $70.6K in Q4 2021.
  • 205 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2022.

Based on Anchor Investment Management's 13F filing for Q1 2022, filed 2 Jan 2024.