Bellwether Investment Group’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Bellwether Investment Group’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
2017 Q4	$584K	Buy	+11,380	New	+$580K	2.34%	11
2017 Q1	–	Sell	-378	Closed	-$14K	–	841
2016 Q4	$14K	Buy	+378	New	+$14K	0.01%	551
2016 Q2	$12K	Buy	+378	New	+$12.3K	0.01%	380

Other funds holding FXL

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Bellwether Investment Group's FXL Position: Q4 2017 in Review

Bellwether Investment Group opened a new position in First Trust Technology AlphaDEX Fund (FXL) in Q4 2017: 11,380 shares worth $584K. The stake represents 2.34% of the portfolio and ranks #11 among its holdings. This is a return to the name: Bellwether Investment Group previously reported a position in FXL as recently as Q4 2016.

Bellwether Investment Group first reported a position in FXL in Q2 2016 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold FXL as of Q4 2017.

Bellwether Investment Group held 11,380 shares of First Trust Technology AlphaDEX Fund worth $584K as of Q4 2017.
First Trust Technology AlphaDEX Fund was a new Bellwether Investment Group position in Q4 2017.
First Trust Technology AlphaDEX Fund made up 2.34% of Bellwether Investment Group's portfolio in Q4 2017, its #11 holding.
Bellwether Investment Group first reported a position in First Trust Technology AlphaDEX Fund in Q2 2016 and has held it in 3 quarters since.
138 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.