BDO Wealth Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

BDO Wealth 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
2023 Q2	$125K	Hold	1,090	–	–	0.01%	311
2023 Q1	$115K	Hold	1,090	–	–	0.01%	311
2022 Q4	$99.8K	Hold	1,090	–	–	0.01%	330
2022 Q3	$95K	Hold	1,090	–	–	0.01%	331
2022 Q2	$103K	Hold	1,090	–	–	0.01%	322
2022 Q1	$127K	Hold	1,090	–	–	0.01%	310
2021 Q4	$144K	Hold	1,090	–	–	0.02%	314
2021 Q3	$134K	Hold	1,090	–	–	0.01%	327
2021 Q2	$135K	Hold	1,090	–	–	0.01%	342
2021 Q1	$124K	Buy	+1,090	New	+$126K	0.01%	341

Other funds holding FXL

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

BDO Wealth Advisors's FXL Position: Q2 2023 in Review

BDO Wealth Advisors held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q2 2023 at 1,090 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #311.

BDO Wealth Advisors first reported a position in FXL in Q1 2021 and has held it in 10 quarters since. The position peaked at $144K in Q4 2021. 203 funds tracked by Wall St. Rank hold FXL as of Q2 2023.

BDO Wealth Advisors held 1,090 shares of First Trust Technology AlphaDEX Fund worth $125K as of Q2 2023.
BDO Wealth Advisors left its First Trust Technology AlphaDEX Fund share count unchanged in Q2 2023.
First Trust Technology AlphaDEX Fund made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #311 holding.
BDO Wealth Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's First Trust Technology AlphaDEX Fund position peaked at $144K in Q4 2021.
203 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.