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Bay Colony Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Bay Colony Advisors’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
2018
Q3 		– Sell
-171
Closed -$10K – 448
2018
Q2 		$10K Buy
+171
New +$9.67K 0.01% 648

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bay Colony Advisors's FXL Position: Q3 2018 in Review

Bay Colony Advisors sold out of First Trust Technology AlphaDEX Fund (FXL) in Q3 2018, closing a stake of 171 shares — an estimated $10K sold.

Bay Colony Advisors first reported a position in FXL in Q2 2018 and held it in 1 quarter. The position peaked at $10K in Q2 2018. 162 funds tracked by Wall St. Rank hold FXL as of Q3 2018.

  • Bay Colony Advisors reported no remaining First Trust Technology AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 171 First Trust Technology AlphaDEX Fund shares in Q3 2018, an estimated $10K.
  • Bay Colony Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's First Trust Technology AlphaDEX Fund position peaked at $10K in Q2 2018.
  • 162 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.