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

Gilliland Jeter 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
2024
Q4 		– Sell
-482
Closed -$66.8K – 349
2024
Q3 		$66.8K Hold
482
– – 0.02% 269
2024
Q2 		$65.7K Sell
482
-199
-29% -$26.3K 0.02% 261
2024
Q1 		$91.8K Buy
+681
New +$90.3K 0.03% 226

Other funds holding FXL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Gilliland Jeter Wealth Management's FXL Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of First Trust Technology AlphaDEX Fund (FXL) in Q4 2024, closing a stake of 482 shares — an estimated $66.8K sold.

Gilliland Jeter Wealth Management first reported a position in FXL in Q1 2024 and held it in 3 quarters. The position peaked at $91.8K in Q1 2024. 260 funds tracked by Wall St. Rank hold FXL as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining First Trust Technology AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 482 First Trust Technology AlphaDEX Fund shares in Q4 2024, an estimated $66.8K.
  • Gilliland Jeter Wealth Management first reported a position in First Trust Technology AlphaDEX Fund in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's First Trust Technology AlphaDEX Fund position peaked at $91.8K in Q1 2024.
  • 260 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.