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BlackRock Institutional Trust’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

BlackRock Institutional Trust’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
2014
Q2 		– Sell
-13,400
Closed -$418K – 3971
2014
Q1 		$418K Buy
+13,400
New +$412K ﹤0.01% 3601
2013
Q4 		– Sell
-1,900
Closed -$52K – 3984
2013
Q3 		$52K Buy
+1,900
New +$49.8K ﹤0.01% 3814

Other funds holding FXL

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock Institutional Trust's FXL Position: Q2 2014 in Review

BlackRock Institutional Trust sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2014, closing a stake of 13,400 shares — an estimated $418K sold.

BlackRock Institutional Trust first reported a position in FXL in Q3 2013 and held it in 2 quarters. The position peaked at $418K in Q1 2014. 70 funds tracked by Wall St. Rank hold FXL as of Q2 2014.

  • BlackRock Institutional Trust reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2014 after selling out during the quarter.
  • BlackRock Institutional Trust sold 13,400 First Trust Technology AlphaDEX Fund shares in Q2 2014, an estimated $418K.
  • BlackRock Institutional Trust first reported a position in First Trust Technology AlphaDEX Fund in Q3 2013 and held it in 2 quarters.
  • BlackRock Institutional Trust's First Trust Technology AlphaDEX Fund position peaked at $418K in Q1 2014.
  • 70 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2014.

Based on BlackRock Institutional Trust's 13F filing for Q2 2014, filed 6 Aug 2014.