BAM
FXL icon

Belpointe Asset Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Belpointe Asset Management’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 		– Sell
-54
Closed -$5.68K – 1604
2023
Q1 		$5.68K Hold
54
– – ﹤0.01% 2957
2022
Q4 		$4.94K Buy
+54
New +$4.98K ﹤0.01% 2938

Other funds holding FXL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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 $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Belpointe Asset Management's FXL Position: Q2 2023 in Review

Belpointe Asset Management sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2023, closing a stake of 54 shares — an estimated $5.68K sold.

Belpointe Asset Management first reported a position in FXL in Q4 2022 and held it in 2 quarters. The position peaked at $5.68K in Q1 2023. 203 funds tracked by Wall St. Rank hold FXL as of Q2 2023.

  • Belpointe Asset Management reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 54 First Trust Technology AlphaDEX Fund shares in Q2 2023, an estimated $5.68K.
  • Belpointe Asset Management first reported a position in First Trust Technology AlphaDEX Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's First Trust Technology AlphaDEX Fund position peaked at $5.68K in Q1 2023.
  • 203 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.