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

Financial Management Professionals’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	-32,810	Closed	-$2.14M	–	341
2019 Q3	$2.14M	Sell	32,810 -627	-2%	-$42.3K	0.79%	24
2019 Q2	$2.23M	Sell	33,437 -1,606	-5%	-$105K	0.82%	20
2019 Q1	$2.24M	Buy	+35,043	New	+$2.11M	0.9%	20
2014 Q3	–	Sell	-90,795	Closed	-$2.95M	–	250
2014 Q2	$2.95M	Sell	90,795 -2,589	-3%	-$79.9K	1.96%	17
2014 Q1	$2.91M	Buy	+93,384	New	+$2.87M	2%	17

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Financial Management Professionals's FXL Position: Q4 2019 in Review

Financial Management Professionals sold out of First Trust Technology AlphaDEX Fund (FXL) in Q4 2019, closing a stake of 32,810 shares — an estimated $2.14M sold.

Financial Management Professionals first reported a position in FXL in Q1 2014 and held it in 5 quarters. The position peaked at $2.95M in Q2 2014. 202 funds tracked by Wall St. Rank hold FXL as of Q4 2019.

Financial Management Professionals reported no remaining First Trust Technology AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
Financial Management Professionals sold 32,810 First Trust Technology AlphaDEX Fund shares in Q4 2019, an estimated $2.14M.
Financial Management Professionals first reported a position in First Trust Technology AlphaDEX Fund in Q1 2014 and held it in 5 quarters.
Financial Management Professionals's First Trust Technology AlphaDEX Fund position peaked at $2.95M in Q2 2014.
202 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2019.

Based on Financial Management Professionals's 13F filing for Q4 2019, filed 21 Jan 2020.