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Greenwood Gearhart’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Greenwood Gearhart’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
Q1 		– Sell
-475
Closed -$60.8K – 163
2023
Q4 		$60.8K Buy
+475
New +$55.3K 0.01% 161

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 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 $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Greenwood Gearhart's FXL Position: Q1 2024 in Review

Greenwood Gearhart sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2024, closing a stake of 475 shares — an estimated $60.8K sold.

Greenwood Gearhart first reported a position in FXL in Q4 2023 and held it in 1 quarter. The position peaked at $60.8K in Q4 2023. 229 funds tracked by Wall St. Rank hold FXL as of Q1 2024.

  • Greenwood Gearhart reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
  • Greenwood Gearhart sold 475 First Trust Technology AlphaDEX Fund shares in Q1 2024, an estimated $60.8K.
  • Greenwood Gearhart first reported a position in First Trust Technology AlphaDEX Fund in Q4 2023 and held it in 1 quarter.
  • Greenwood Gearhart's First Trust Technology AlphaDEX Fund position peaked at $60.8K in Q4 2023.
  • 229 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2024.

Based on Greenwood Gearhart's 13F filing for Q1 2024, filed 15 May 2024.