GI
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Gradient Investments’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Gradient Investments’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
Q3 		– Sell
-14
Closed -$1.91K – 692
2024
Q2 		$1.91K Buy
+14
New +$1.85K ﹤0.01% 997
2021
Q3 		– Sell
-755
Closed -$94K – 1181
2021
Q2 		$94K Buy
755
+648
+606% +$77K ﹤0.01% 377
2021
Q1 		$12K Sell
107
-52
-33% -$5.99K ﹤0.01% 721
2020
Q4 		$14K Hold
159
– – ﹤0.01% 632
2020
Q3 		$14K Hold
159
– – ﹤0.01% 636
2020
Q2 		$13K Sell
159
-463
-74% -$33.7K ﹤0.01% 600
2020
Q1 		$37K Hold
622
– – ﹤0.01% 397
2019
Q4 		$45K Buy
+622
New +$42.7K ﹤0.01% 420

Other funds holding FXL

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LPL Financial
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return