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Copperwynd Financial’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Copperwynd Financial’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
2018
Q2 		– Sell
-43,773
Closed -$2.41M – 94
2018
Q1 		$2.41M Buy
43,773
+11,957
+38% +$663K 1.65% 18
2017
Q4 		$1.63M Buy
+31,816
New +$1.62M 1.19% 21

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 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

Copperwynd Financial's FXL Position: Q2 2018 in Review

Copperwynd Financial sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2018, closing a stake of 43,773 shares — an estimated $2.41M sold.

Copperwynd Financial first reported a position in FXL in Q4 2017 and held it in 2 quarters. The position peaked at $2.41M in Q1 2018. 151 funds tracked by Wall St. Rank hold FXL as of Q2 2018.

  • Copperwynd Financial reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
  • Copperwynd Financial sold 43,773 First Trust Technology AlphaDEX Fund shares in Q2 2018, an estimated $2.41M.
  • Copperwynd Financial first reported a position in First Trust Technology AlphaDEX Fund in Q4 2017 and held it in 2 quarters.
  • Copperwynd Financial's First Trust Technology AlphaDEX Fund position peaked at $2.41M in Q1 2018.
  • 151 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2018.

Based on Copperwynd Financial's 13F filing for Q2 2018, filed 1 Aug 2018.