Global Wealth Management Investment Advisory’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-205	Closed	-$23K	–	481
2020 Q4	$23K	Hold	205	–	–	0.01%	228
2020 Q3	$19K	Hold	205	–	–	0.01%	230
2020 Q2	$17K	Hold	205	–	–	0.01%	290
2020 Q1	$12K	Hold	205	–	–	0.01%	308
2019 Q4	$15K	Hold	205	–	–	0.01%	295
2019 Q3	$13K	Hold	205	–	–	0.01%	292
2019 Q2	$14K	Sell	205 -228	-53%	-$14.9K	0.01%	323
2019 Q1	$28K	Sell	433 -169	-28%	-$10.2K	0.01%	268
2018 Q4	$32K	Buy	+602	New	+$33.4K	0.02%	247

Other funds holding FXL

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $71.6B AUM 21.08% 1-Year Est. Return

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

Global Wealth Management Investment Advisory's FXL Position: Q1 2021 in Review

Global Wealth Management Investment Advisory sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2021, closing a stake of 205 shares — an estimated $23K sold.

Global Wealth Management Investment Advisory first reported a position in FXL in Q4 2018 and held it in 9 quarters. The position peaked at $32K in Q4 2018. 215 funds tracked by Wall St. Rank hold FXL as of Q1 2021.

Global Wealth Management Investment Advisory reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 205 First Trust Technology AlphaDEX Fund shares in Q1 2021, an estimated $23K.
Global Wealth Management Investment Advisory first reported a position in First Trust Technology AlphaDEX Fund in Q4 2018 and held it in 9 quarters.
Global Wealth Management Investment Advisory's First Trust Technology AlphaDEX Fund position peaked at $32K in Q4 2018.
215 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2021, filed 17 May 2021.