CAAS
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Capital Asset Advisory Services’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Capital Asset Advisory Services’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
-117
Closed -$15K – 591
2021
Q4 		$15K Hold
117
– – ﹤0.01% 490
2021
Q3 		$14K Hold
117
– – ﹤0.01% 575
2021
Q2 		$15K Hold
117
– – ﹤0.01% 596
2021
Q1 		$13K Hold
117
– – ﹤0.01% 574
2020
Q4 		$13K Hold
117
– – ﹤0.01% 1016
2020
Q3 		$11K Buy
+117
New +$10.3K ﹤0.01% 458
2020
Q1 		– Sell
-465
Closed -$36K – 551
2019
Q4 		$36K Buy
+465
New +$31.9K 0.01% 448

Other funds holding FXL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return