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Glenmede Trust’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Glenmede Trust’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
2016
Q2 		– Sell
-43
Closed -$1K – 2593
2016
Q1 		$1K Buy
+43
New +$1.32K ﹤0.01% 2495

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Glenmede Trust's FXL Position: Q2 2016 in Review

Glenmede Trust sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2016, closing a stake of 43 shares — an estimated $1K sold.

Glenmede Trust first reported a position in FXL in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 79 funds tracked by Wall St. Rank hold FXL as of Q2 2016.

  • Glenmede Trust reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2016 after selling out during the quarter.
  • Glenmede Trust sold 43 First Trust Technology AlphaDEX Fund shares in Q2 2016, an estimated $1K.
  • Glenmede Trust first reported a position in First Trust Technology AlphaDEX Fund in Q1 2016 and held it in 1 quarter.
  • Glenmede Trust's First Trust Technology AlphaDEX Fund position peaked at $1K in Q1 2016.
  • 79 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2016.

Based on Glenmede Trust's 13F filing for Q2 2016, filed 5 Aug 2016.