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Csenge Advisory Group’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Csenge Advisory Group’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
2024
Q1 		– Sell
-6,275
Closed -$804K – 725
2023
Q4 		$804K Buy
6,275
+4,340
+224% +$505K 0.05% 285
2023
Q3 		$215K Buy
+1,935
New +$221K 0.01% 575

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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Csenge Advisory Group's FXL Position: Q1 2024 in Review

Csenge Advisory Group sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2024, closing a stake of 6,275 shares — an estimated $804K sold.

Csenge Advisory Group first reported a position in FXL in Q3 2023 and held it in 2 quarters. The position peaked at $804K in Q4 2023. 229 funds tracked by Wall St. Rank hold FXL as of Q1 2024.

  • Csenge Advisory Group reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
  • Csenge Advisory Group sold 6,275 First Trust Technology AlphaDEX Fund shares in Q1 2024, an estimated $804K.
  • Csenge Advisory Group first reported a position in First Trust Technology AlphaDEX Fund in Q3 2023 and held it in 2 quarters.
  • Csenge Advisory Group's First Trust Technology AlphaDEX Fund position peaked at $804K in Q4 2023.
  • 229 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2024.

Based on Csenge Advisory Group's 13F filing for Q1 2024, filed 3 May 2024.