Doyle Wealth Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Doyle Wealth Management’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 Q3	–	Sell	-1,248	Closed	-$83K	–	394
2019 Q2	$83K	Buy	+1,248	New	+$81.7K	0.01%	286
2019 Q1	–	Sell	-837	Closed	-$44K	–	379
2018 Q4	$44K	Buy	+837	New	+$46.4K	0.01%	378

Other funds holding FXL

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Doyle Wealth Management's FXL Position: Q3 2019 in Review

Doyle Wealth Management sold out of First Trust Technology AlphaDEX Fund (FXL) in Q3 2019, closing a stake of 1,248 shares — an estimated $83K sold.

Doyle Wealth Management first reported a position in FXL in Q4 2018 and held it in 2 quarters. The position peaked at $83K in Q2 2019. 184 funds tracked by Wall St. Rank hold FXL as of Q3 2019.

Doyle Wealth Management reported no remaining First Trust Technology AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 1,248 First Trust Technology AlphaDEX Fund shares in Q3 2019, an estimated $83K.
Doyle Wealth Management first reported a position in First Trust Technology AlphaDEX Fund in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's First Trust Technology AlphaDEX Fund position peaked at $83K in Q2 2019.
184 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.