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BNC Wealth Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

BNC Wealth 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
2020
Q4 		– Sell
-118
Closed -$11K – 241
2020
Q3 		$11K Buy
+118
New +$10.4K 0.01% 291

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BNC Wealth Management's FXL Position: Q4 2020 in Review

BNC Wealth Management sold out of First Trust Technology AlphaDEX Fund (FXL) in Q4 2020, closing a stake of 118 shares — an estimated $11K sold.

BNC Wealth Management first reported a position in FXL in Q3 2020 and held it in 1 quarter. The position peaked at $11K in Q3 2020. 225 funds tracked by Wall St. Rank hold FXL as of Q4 2020.

  • BNC Wealth Management reported no remaining First Trust Technology AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
  • BNC Wealth Management sold 118 First Trust Technology AlphaDEX Fund shares in Q4 2020, an estimated $11K.
  • BNC Wealth Management first reported a position in First Trust Technology AlphaDEX Fund in Q3 2020 and held it in 1 quarter.
  • BNC Wealth Management's First Trust Technology AlphaDEX Fund position peaked at $11K in Q3 2020.
  • 225 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.