Federated Hermes
FXL icon

Federated Hermes’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Federated Hermes’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
Q4 		– Sell
-107
Closed -$7K – 2246
2019
Q3 		$7K Buy
+107
New +$7.21K ﹤0.01% 1919

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Morgan Stanley
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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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Federated Hermes's FXL Position: Q4 2019 in Review

Federated Hermes sold out of First Trust Technology AlphaDEX Fund (FXL) in Q4 2019, closing a stake of 107 shares — an estimated $7K sold.

Federated Hermes first reported a position in FXL in Q3 2019 and held it in 1 quarter. The position peaked at $7K in Q3 2019. 202 funds tracked by Wall St. Rank hold FXL as of Q4 2019.

  • Federated Hermes reported no remaining First Trust Technology AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
  • Federated Hermes sold 107 First Trust Technology AlphaDEX Fund shares in Q4 2019, an estimated $7K.
  • Federated Hermes first reported a position in First Trust Technology AlphaDEX Fund in Q3 2019 and held it in 1 quarter.
  • Federated Hermes's First Trust Technology AlphaDEX Fund position peaked at $7K in Q3 2019.
  • 202 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2019.

Based on Federated Hermes's 13F filing for Q4 2019, filed 14 Feb 2020.