Arden Trust’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Arden Trust’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
2020 Q1	–	Sell	-7,891	Closed	-$573K	–	765
2019 Q4	$573K	Hold	7,891	–	–	0.09%	204
2019 Q3	$514K	Sell	7,891 -1,334	-14%	-$89.9K	0.08%	209
2019 Q2	$614K	Sell	9,225 -11,603	-56%	-$759K	0.1%	189
2019 Q1	$1.33M	Buy	20,828 +3,563	+21%	+$215K	0.21%	104
2018 Q4	$908K	Buy	17,265 +11,271	+188%	+$625K	0.16%	137
2018 Q3	$381K	Buy	+5,994	New	+$363K	0.06%	265

Other funds holding FXL

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

RJA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Arden Trust's FXL Position: Q1 2020 in Review

Arden Trust sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2020, closing a stake of 7,891 shares — an estimated $573K sold.

Arden Trust first reported a position in FXL in Q3 2018 and held it in 6 quarters. The position peaked at $1.33M in Q1 2019. 185 funds tracked by Wall St. Rank hold FXL as of Q1 2020.

Arden Trust reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
Arden Trust sold 7,891 First Trust Technology AlphaDEX Fund shares in Q1 2020, an estimated $573K.
Arden Trust first reported a position in First Trust Technology AlphaDEX Fund in Q3 2018 and held it in 6 quarters.
Arden Trust's First Trust Technology AlphaDEX Fund position peaked at $1.33M in Q1 2019.
185 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2020.

Based on Arden Trust's 13F filing for Q1 2020, filed 16 Apr 2020.