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Goodwin Investment Advisory’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Goodwin 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
2022
Q2 		– Sell
-70
Closed -$8K – 192
2022
Q1 		$8K Hold
70
– – 0.01% 151
2021
Q4 		$9K Buy
+70
New +$9.17K 0.01% 127

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Goodwin Investment Advisory's FXL Position: Q2 2022 in Review

Goodwin Investment Advisory sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2022, closing a stake of 70 shares — an estimated $8K sold.

Goodwin Investment Advisory first reported a position in FXL in Q4 2021 and held it in 2 quarters. The position peaked at $9K in Q4 2021. 188 funds tracked by Wall St. Rank hold FXL as of Q2 2022.

  • Goodwin Investment Advisory reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • Goodwin Investment Advisory sold 70 First Trust Technology AlphaDEX Fund shares in Q2 2022, an estimated $8K.
  • Goodwin Investment Advisory first reported a position in First Trust Technology AlphaDEX Fund in Q4 2021 and held it in 2 quarters.
  • Goodwin Investment Advisory's First Trust Technology AlphaDEX Fund position peaked at $9K in Q4 2021.
  • 188 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2022.

Based on Goodwin Investment Advisory's 13F filing for Q2 2022, filed 16 Aug 2022.