Founders Financial Securities’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Founders Financial Securities’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
2021 Q2	–	Sell	-4,492	Closed	-$510K	–	305
2021 Q1	$510K	Sell	4,492 -83	-2%	-$9.57K	0.12%	150
2020 Q4	$512K	Sell	4,575 -388	-8%	-$39.3K	0.12%	124
2020 Q3	$451K	Buy	4,963 +2,066	+71%	+$182K	0.14%	101
2020 Q2	$242K	Buy	+2,897	New	+$211K	0.08%	145
2020 Q1	–	Sell	-8,422	Closed	-$611K	–	139
2019 Q4	$611K	Sell	8,422 -1,234	-13%	-$84.6K	0.21%	72
2019 Q3	$629K	Sell	9,656 -1,509	-14%	-$102K	0.2%	82
2019 Q2	$743K	Sell	11,165 -1,711	-13%	-$112K	0.24%	64
2019 Q1	$823K	Buy	12,876 +6,345	+97%	+$382K	0.26%	65
2018 Q4	$343K	Sell	6,531 -5,051	-44%	-$280K	0.12%	83
2018 Q3	$736K	Sell	11,582 -962	-8%	-$58.3K	0.2%	68
2018 Q2	$706K	Buy	12,544 +104	+0.8%	+$5.88K	0.22%	66
2018 Q1	$684K	Sell	12,440 -120	-1%	-$6.66K	0.22%	69
2017 Q4	$645K	Buy	+12,560	New	+$640K	0.21%	68

Other funds holding FXL

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Founders Financial Securities's FXL Position: Q2 2021 in Review

Founders Financial Securities sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2021, closing a stake of 4,492 shares — an estimated $510K sold.

Founders Financial Securities first reported a position in FXL in Q4 2017 and held it in 13 quarters. The position peaked at $823K in Q1 2019. 203 funds tracked by Wall St. Rank hold FXL as of Q2 2021.

Founders Financial Securities reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Founders Financial Securities sold 4,492 First Trust Technology AlphaDEX Fund shares in Q2 2021, an estimated $510K.
Founders Financial Securities first reported a position in First Trust Technology AlphaDEX Fund in Q4 2017 and held it in 13 quarters.
Founders Financial Securities's First Trust Technology AlphaDEX Fund position peaked at $823K in Q1 2019.
203 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2021.

Based on Founders Financial Securities's 13F filing for Q2 2021, filed 16 Aug 2021.