FGAM
FXL icon

Financial Gravity Asset Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-252
Closed -$32.3K – 1828
2024
Q1 		$32.3K Hold
252
– – ﹤0.01% 454
2023
Q4 		$32.3K Buy
+252
New +$29.3K ﹤0.01% 624
2019
Q4 		– Sell
-84
Closed -$5K – 1499
2019
Q3 		$5K Sell
84
-482
-85% -$32.5K ﹤0.01% 694
2019
Q2 		$38K Buy
566
+482
+574% +$31.5K 0.03% 375
2019
Q1 		$5K Buy
+84
New +$5.06K ﹤0.01% 683
2018
Q3 		$5K Hold
84
– – 0.01% 727
2018
Q2 		$5K Hold
84
– – ﹤0.01% 748
2018
Q1 		$5K Buy
+84
New +$4.66K 0.01% 729

Other funds holding FXL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return