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

FDx 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
2018
Q3 		– Sell
-4,846
Closed -$273K – 904
2018
Q2 		$273K Sell
4,846
-4,503
-48% -$255K 0.01% 755
2018
Q1 		$514K Buy
9,349
+2,906
+45% +$161K 0.02% 742
2017
Q4 		$331K Sell
6,443
-1,745
-21% -$89K 0.01% 978
2017
Q3 		$393K Sell
8,188
-249
-3% -$11.4K 0.01% 923
2017
Q2 		$367K Sell
8,437
-959
-10% -$41.7K 0.01% 901
2017
Q1 		$395K Sell
9,396
-4,015
-30% -$163K 0.01% 870
2016
Q4 		$508K Buy
+13,411
New +$497K 0.01% 760
2015
Q1 		– Sell
-15,745
Closed -$543K – 1891
2014
Q4 		$543K Buy
15,745
+4,925
+46% +$162K 0.03% 522
2014
Q3 		$351K Sell
10,820
-5,120
-32% -$167K 0.02% 729
2014
Q2 		$518K Sell
15,940
-43,908
-73% -$1.36M 0.03% 568
2014
Q1 		$1.86M Sell
59,848
-65,966
-52% -$2.03M 0.16% 149
2013
Q4 		$3.74M Buy
125,814
+21,970
+21% +$617K 0.37% 44
2013
Q3 		$2.83M Buy
103,844
+24,534
+31% +$643K 0.33% 56
2013
Q2 		$1.94M Buy
+79,310
New +$1.91M 0.26% 90

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
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FDx Advisors's FXL Position: Q3 2018 in Review

FDx Advisors sold out of First Trust Technology AlphaDEX Fund (FXL) in Q3 2018, closing a stake of 4,846 shares — an estimated $273K sold.

FDx Advisors first reported a position in FXL in Q2 2013 and held it in 14 quarters. The position peaked at $3.74M in Q4 2013. 162 funds tracked by Wall St. Rank hold FXL as of Q3 2018.

  • FDx Advisors reported no remaining First Trust Technology AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
  • FDx Advisors sold 4,846 First Trust Technology AlphaDEX Fund shares in Q3 2018, an estimated $273K.
  • FDx Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q2 2013 and held it in 14 quarters.
  • FDx Advisors's First Trust Technology AlphaDEX Fund position peaked at $3.74M in Q4 2013.
  • 162 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2018.

Based on FDx Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.