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Bangor Savings Bank’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Bangor Savings Bank’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
-24
Closed -$2.67K – 520
2023
Q3 		$2.67K Buy
+24
New +$2.74K ﹤0.01% 486

Other funds holding FXL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Bangor Savings Bank's FXL Position: Q4 2023 in Review

Bangor Savings Bank sold out of First Trust Technology AlphaDEX Fund (FXL) in Q4 2023, closing a stake of 24 shares — an estimated $2.67K sold.

Bangor Savings Bank first reported a position in FXL in Q3 2023 and held it in 1 quarter. The position peaked at $2.67K in Q3 2023. 223 funds tracked by Wall St. Rank hold FXL as of Q4 2023.

  • Bangor Savings Bank reported no remaining First Trust Technology AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
  • Bangor Savings Bank sold 24 First Trust Technology AlphaDEX Fund shares in Q4 2023, an estimated $2.67K.
  • Bangor Savings Bank first reported a position in First Trust Technology AlphaDEX Fund in Q3 2023 and held it in 1 quarter.
  • Bangor Savings Bank's First Trust Technology AlphaDEX Fund position peaked at $2.67K in Q3 2023.
  • 223 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2023.

Based on Bangor Savings Bank's 13F filing for Q4 2023, filed 16 Jan 2024.