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

Blodgett 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
2022
Q1 		– Sell
-1,592
Closed -$210K – 84
2021
Q4 		$210K Buy
+1,592
New +$209K 0.16% 82

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RJA
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Blodgett Wealth Advisors's FXL Position: Q1 2022 in Review

Blodgett Wealth Advisors sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2022, closing a stake of 1,592 shares — an estimated $210K sold.

Blodgett Wealth Advisors first reported a position in FXL in Q4 2021 and held it in 1 quarter. The position peaked at $210K in Q4 2021. 205 funds tracked by Wall St. Rank hold FXL as of Q1 2022.

  • Blodgett Wealth Advisors reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • Blodgett Wealth Advisors sold 1,592 First Trust Technology AlphaDEX Fund shares in Q1 2022, an estimated $210K.
  • Blodgett Wealth Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
  • Blodgett Wealth Advisors's First Trust Technology AlphaDEX Fund position peaked at $210K in Q4 2021.
  • 205 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2022.

Based on Blodgett Wealth Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.