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D'Orazio & Associates’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

D'Orazio & Associates’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
2019
Q2 		– Sell
-81
Closed -$5K – 344
2019
Q1 		$5K Buy
+81
New +$4.88K ﹤0.01% 275

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 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 22.9% 1-Year Est. Return

D'Orazio & Associates's FXL Position: Q2 2019 in Review

D'Orazio & Associates sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2019, closing a stake of 81 shares — an estimated $5K sold.

D'Orazio & Associates first reported a position in FXL in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 188 funds tracked by Wall St. Rank hold FXL as of Q2 2019.

  • D'Orazio & Associates reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
  • D'Orazio & Associates sold 81 First Trust Technology AlphaDEX Fund shares in Q2 2019, an estimated $5K.
  • D'Orazio & Associates first reported a position in First Trust Technology AlphaDEX Fund in Q1 2019 and held it in 1 quarter.
  • D'Orazio & Associates's First Trust Technology AlphaDEX Fund position peaked at $5K in Q1 2019.
  • 188 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2019.

Based on D'Orazio & Associates's 13F filing for Q2 2019, filed 5 Aug 2019.