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Beirne Wealth Consulting Services’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Beirne Wealth Consulting Services’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
2019
Q4 		– Sell
-3,408
Closed -$222K – 103
2019
Q3 		$222K Buy
3,408
+58
+2% +$3.91K 0.18% 120
2019
Q2 		$223K Buy
+3,350
New +$219K 0.2% 115

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Beirne Wealth Consulting Services's FXL Position: Q4 2019 in Review

Beirne Wealth Consulting Services sold out of First Trust Technology AlphaDEX Fund (FXL) in Q4 2019, closing a stake of 3,408 shares — an estimated $222K sold.

Beirne Wealth Consulting Services first reported a position in FXL in Q2 2019 and held it in 2 quarters. The position peaked at $223K in Q2 2019. 202 funds tracked by Wall St. Rank hold FXL as of Q4 2019.

  • Beirne Wealth Consulting Services reported no remaining First Trust Technology AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 3,408 First Trust Technology AlphaDEX Fund shares in Q4 2019, an estimated $222K.
  • Beirne Wealth Consulting Services first reported a position in First Trust Technology AlphaDEX Fund in Q2 2019 and held it in 2 quarters.
  • Beirne Wealth Consulting Services's First Trust Technology AlphaDEX Fund position peaked at $223K in Q2 2019.
  • 202 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2019.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2019, filed 14 Jan 2020.