Gerber Kawasaki Wealth & Investment Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Gerber Kawasaki Wealth & 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
2021 Q4	–	Sell	-85	Closed	-$10K	–	582
2021 Q3	$10K	Buy	+85	New	+$10.7K	﹤0.01%	629

Other funds holding FXL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's FXL Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of First Trust Technology AlphaDEX Fund (FXL) in Q4 2021, closing a stake of 85 shares — an estimated $10K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in FXL in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 226 funds tracked by Wall St. Rank hold FXL as of Q4 2021.

Gerber Kawasaki Wealth & Investment Management reported no remaining First Trust Technology AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 85 First Trust Technology AlphaDEX Fund shares in Q4 2021, an estimated $10K.
Gerber Kawasaki Wealth & Investment Management first reported a position in First Trust Technology AlphaDEX Fund in Q3 2021 and held it in 1 quarter.
Gerber Kawasaki Wealth & Investment Management's First Trust Technology AlphaDEX Fund position peaked at $10K in Q3 2021.
226 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.