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

Avior 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
2023 Q4	–	Sell	-55	Closed	-$6.11K	–	1588
2023 Q3	$6.11K	Hold	55	–	–	﹤0.01%	1131
2023 Q2	$6.33K	Hold	55	–	–	﹤0.01%	1117
2023 Q1	$5.79K	Buy	+55	New	+$5.55K	﹤0.01%	1159
2022 Q2	–	Sell	-147	Closed	-$17K	–	1129
2022 Q1	$17K	Hold	147	–	–	﹤0.01%	741
2021 Q4	$19K	Buy	+147	New	+$19.3K	﹤0.01%	717

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Avior Wealth Management's FXL Position: Q4 2023 in Review

Avior Wealth Management sold out of First Trust Technology AlphaDEX Fund (FXL) in Q4 2023, closing a stake of 55 shares — an estimated $6.11K sold.

Avior Wealth Management first reported a position in FXL in Q4 2021 and held it in 5 quarters. The position peaked at $19K in Q4 2021. 223 funds tracked by Wall St. Rank hold FXL as of Q4 2023.

Avior Wealth Management reported no remaining First Trust Technology AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
Avior Wealth Management sold 55 First Trust Technology AlphaDEX Fund shares in Q4 2023, an estimated $6.11K.
Avior Wealth Management first reported a position in First Trust Technology AlphaDEX Fund in Q4 2021 and held it in 5 quarters.
Avior Wealth Management's First Trust Technology AlphaDEX Fund position peaked at $19K in Q4 2021.
223 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.