CC
FXL icon

Cedar Capital’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Cedar Capital’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
2017
Q3 		– Sell
-6,471
Closed -$282K – 118
2017
Q2 		$282K Sell
6,471
-551
-8% -$24K 0.12% 73
2017
Q1 		$295K Sell
7,022
-346
-5% -$14K 0.12% 60
2016
Q4 		$280K Sell
7,368
-2,653
-26% -$98.3K 0.11% 67
2016
Q3 		$368K Buy
+10,021
New +$353K 0.13% 59

Other funds holding FXL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
HCIA
Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return

Cedar Capital's FXL Position: Q3 2017 in Review

Cedar Capital sold out of First Trust Technology AlphaDEX Fund (FXL) in Q3 2017, closing a stake of 6,471 shares — an estimated $282K sold.

Cedar Capital first reported a position in FXL in Q3 2016 and held it in 4 quarters. The position peaked at $368K in Q3 2016. 105 funds tracked by Wall St. Rank hold FXL as of Q3 2017.

  • Cedar Capital reported no remaining First Trust Technology AlphaDEX Fund position as of Q3 2017 after selling out during the quarter.
  • Cedar Capital sold 6,471 First Trust Technology AlphaDEX Fund shares in Q3 2017, an estimated $282K.
  • Cedar Capital first reported a position in First Trust Technology AlphaDEX Fund in Q3 2016 and held it in 4 quarters.
  • Cedar Capital's First Trust Technology AlphaDEX Fund position peaked at $368K in Q3 2016.
  • 105 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2017.

Based on Cedar Capital's 13F filing for Q3 2017, filed 6 Nov 2017.