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

Axiom 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
2020 Q1	–	Sell	-2,300	Closed	-$167K	–	134
2019 Q4	$167K	Hold	2,300	–	–	0.24%	105
2019 Q3	$150K	Hold	2,300	–	–	0.11%	164
2019 Q2	$153K	Hold	2,300	–	–	0.03%	369
2019 Q1	$147K	Buy	+2,300	New	+$139K	0.03%	360

Other funds holding FXL

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.37T AUM 24.88% 1-Year Est. Return

RJA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Axiom Investment Management's FXL Position: Q1 2020 in Review

Axiom Investment Management sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2020, closing a stake of 2,300 shares — an estimated $167K sold.

Axiom Investment Management first reported a position in FXL in Q1 2019 and held it in 4 quarters. The position peaked at $167K in Q4 2019. 185 funds tracked by Wall St. Rank hold FXL as of Q1 2020.

Axiom Investment Management reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
Axiom Investment Management sold 2,300 First Trust Technology AlphaDEX Fund shares in Q1 2020, an estimated $167K.
Axiom Investment Management first reported a position in First Trust Technology AlphaDEX Fund in Q1 2019 and held it in 4 quarters.
Axiom Investment Management's First Trust Technology AlphaDEX Fund position peaked at $167K in Q4 2019.
185 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2020.

Based on Axiom Investment Management's 13F filing for Q1 2020, filed 16 Mar 2021.