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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Gradient Investments's FXL Position: Q3 2024 in Review

Gradient Investments sold out of First Trust Technology AlphaDEX Fund (FXL) in Q3 2024, closing a stake of 14 shares — an estimated $1.91K sold.

Gradient Investments first reported a position in FXL in Q4 2019 and held it in 8 quarters. The position peaked at $94K in Q2 2021. 235 funds tracked by Wall St. Rank hold FXL as of Q3 2024.

Gradient Investments reported no remaining First Trust Technology AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 14 First Trust Technology AlphaDEX Fund shares in Q3 2024, an estimated $1.91K.
Gradient Investments first reported a position in First Trust Technology AlphaDEX Fund in Q4 2019 and held it in 8 quarters.
Gradient Investments's First Trust Technology AlphaDEX Fund position peaked at $94K in Q2 2021.
235 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.