FIM
FXL icon

Freedom Investment Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Freedom Investment 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
2019
Q3 		– Sell
-11,494
Closed -$765K – 711
2019
Q2 		$765K Buy
+11,494
New +$752K 0.06% 266
2017
Q1 		– Sell
-5,929
Closed -$225K – 1074
2016
Q4 		$225K Sell
5,929
-21,065
-78% -$781K 0.01% 832
2016
Q3 		$992K Buy
26,994
+11,761
+77% +$415K 0.06% 245
2016
Q2 		$503K Sell
15,233
-2,103
-12% -$68.3K 0.03% 416
2016
Q1 		$571K Sell
17,336
-554
-3% -$17K 0.04% 358
2015
Q4 		$595K Buy
17,890
+12,832
+254% +$432K 0.05% 340
2015
Q3 		$311K Sell
5,058
-6,841
-57% -$230K 0.03% 461
2015
Q2 		$421K Buy
11,899
+1,153
+11% +$42.1K 0.04% 396
2015
Q1 		$384K Buy
+10,746
New +$377K 0.04% 394

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $858M AUM 9.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return