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

Financial Gravity Companies’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 Q4	$5K	Buy	+84	New	+$4.66K	﹤0.01%	700
2018 Q1	$5K	Buy	+84	New	+$4.66K	0.01%	729

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

RJA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Financial Gravity Companies's FXL Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in First Trust Technology AlphaDEX Fund (FXL) in Q4 2018: 84 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #700 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FXL as recently as Q1 2018.

Financial Gravity Companies first reported a position in FXL in Q1 2018 and has held it in 2 quarters since. 164 funds tracked by Wall St. Rank hold FXL as of Q4 2018.

Financial Gravity Companies held 84 shares of First Trust Technology AlphaDEX Fund worth $5K as of Q4 2018.
First Trust Technology AlphaDEX Fund was a new Financial Gravity Companies position in Q4 2018.
First Trust Technology AlphaDEX Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #700 holding.
Financial Gravity Companies first reported a position in First Trust Technology AlphaDEX Fund in Q1 2018 and has held it in 2 quarters since.
164 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.