Foresight Wealth Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Foresight Wealth 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
2022 Q4	–	Sell	-2,399	Closed	-$208K	–	40
2022 Q3	$208K	Sell	2,399 -278	-10%	-$27.5K	0.05%	89
2022 Q2	$252K	Sell	2,677 -514	-16%	-$53K	0.05%	87
2022 Q1	$371K	Buy	3,191 +3	+0.1%	+$350	0.07%	80
2021 Q4	$421K	Buy	3,188 +2	+0.1%	+$262	0.01%	90
2021 Q3	$391K	Sell	3,186 -39	-1%	-$4.9K	0.08%	85
2021 Q2	$400K	Hold	3,225	–	–	0.09%	84
2021 Q1	$366K	Hold	3,225	–	–	0.09%	88
2020 Q4	$361K	Hold	3,225	–	–	0.1%	84
2020 Q3	$293K	Sell	3,225 -1,587	-33%	-$140K	0.1%	73
2020 Q2	$401K	Sell	4,812 -731	-13%	-$53.2K	0.18%	61
2020 Q1	$329K	Sell	5,543 -233	-4%	-$16.2K	0.23%	59
2019 Q4	$419K	Sell	5,776 -397	-6%	-$27.2K	0.26%	57
2019 Q3	$402K	Sell	6,173 -69	-1%	-$4.65K	0.29%	60
2019 Q2	$415K	Sell	6,242 -1,122	-15%	-$73.4K	0.31%	64
2019 Q1	$471K	Sell	7,364 -2,276	-24%	-$137K	0.41%	58
2018 Q4	$507K	Buy	+9,640	New	+$534K	0.54%	48

Other funds holding FXL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Foresight Wealth Management's FXL Position: Q4 2022 in Review

Foresight Wealth Management sold out of First Trust Technology AlphaDEX Fund (FXL) in Q4 2022, closing a stake of 2,399 shares — an estimated $208K sold.

Foresight Wealth Management first reported a position in FXL in Q4 2018 and held it in 16 quarters. The position peaked at $507K in Q4 2018. 196 funds tracked by Wall St. Rank hold FXL as of Q4 2022.

Foresight Wealth Management reported no remaining First Trust Technology AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 2,399 First Trust Technology AlphaDEX Fund shares in Q4 2022, an estimated $208K.
Foresight Wealth Management first reported a position in First Trust Technology AlphaDEX Fund in Q4 2018 and held it in 16 quarters.
Foresight Wealth Management's First Trust Technology AlphaDEX Fund position peaked at $507K in Q4 2018.
196 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.