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Edge Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Edge Advisors’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
-161
Closed -$7K – 916
2017
Q2 		$7K Buy
+161
New +$7.01K ﹤0.01% 769

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 22.9% 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 $871M AUM 12.19% 1-Year Est. Return
HCIA
Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return

Edge Advisors's FXL Position: Q3 2017 in Review

Edge Advisors sold out of First Trust Technology AlphaDEX Fund (FXL) in Q3 2017, closing a stake of 161 shares — an estimated $7K sold.

Edge Advisors first reported a position in FXL in Q2 2017 and held it in 1 quarter. The position peaked at $7K in Q2 2017. 105 funds tracked by Wall St. Rank hold FXL as of Q3 2017.

  • Edge Advisors reported no remaining First Trust Technology AlphaDEX Fund position as of Q3 2017 after selling out during the quarter.
  • Edge Advisors sold 161 First Trust Technology AlphaDEX Fund shares in Q3 2017, an estimated $7K.
  • Edge Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q2 2017 and held it in 1 quarter.
  • Edge Advisors's First Trust Technology AlphaDEX Fund position peaked at $7K in Q2 2017.
  • 105 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2017.

Based on Edge Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.