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

Axxcess 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
Q2 		– Sell
-2,278
Closed -$240K – 633
2023
Q1 		$240K Buy
2,278
+17
+0.8% +$1.72K 0.02% 542
2022
Q4 		$207K Buy
+2,261
New +$209K 0.02% 556
2022
Q3 		– Sell
-3,063
Closed -$288K – 576
2022
Q2 		$288K Buy
3,063
+1,057
+53% +$109K 0.03% 404
2022
Q1 		$233K Sell
2,006
-2,241
-53% -$261K 0.02% 542
2021
Q4 		$561K Buy
+4,247
New +$556K 0.04% 332

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RJA
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RJFSA
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Bank of America
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Envestnet Asset Management
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RW
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