Harel Insurance Investments & Financial Services’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Harel Insurance Investments & Financial Services’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	-3,500	Closed	-$1.26M	–	784
2020 Q4	$1.26M	Hold	3,500	–	–	0.03%	256
2020 Q3	$318K	Hold	3,500	–	–	0.01%	242
2020 Q2	$292K	Hold	3,500	–	–	0.01%	200
2020 Q1	$208K	Hold	3,500	–	–	0.01%	165
2019 Q4	$254K	Hold	3,500	–	–	0.01%	179
2019 Q3	$228K	Sell	3,500 -6,500	-65%	-$438K	0.01%	194
2019 Q2	$665K	Sell	10,000 -2,000	-17%	-$131K	0.04%	97
2019 Q1	$767K	Sell	12,000 -500	-4%	-$30.1K	0.04%	72
2018 Q4	$657K	Sell	12,500 -800	-6%	-$44.4K	0.04%	102
2018 Q3	$845K	Sell	13,300 -3,210	-19%	-$194K	0.04%	111
2018 Q2	$929K	Buy	16,510 +7,010	+74%	+$396K	0.05%	97
2018 Q1	$523K	Buy	+9,500	New	+$527K	0.03%	142

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 $445B AUM 25.58% 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 $79.5B AUM 27.1% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services's FXL Position: Q1 2021 in Review

Harel Insurance Investments & Financial Services sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2021, closing a stake of 3,500 shares — an estimated $1.26M sold.

Harel Insurance Investments & Financial Services first reported a position in FXL in Q1 2018 and held it in 12 quarters. The position peaked at $1.26M in Q4 2020. 215 funds tracked by Wall St. Rank hold FXL as of Q1 2021.

Harel Insurance Investments & Financial Services reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 3,500 First Trust Technology AlphaDEX Fund shares in Q1 2021, an estimated $1.26M.
Harel Insurance Investments & Financial Services first reported a position in First Trust Technology AlphaDEX Fund in Q1 2018 and held it in 12 quarters.
Harel Insurance Investments & Financial Services's First Trust Technology AlphaDEX Fund position peaked at $1.26M in Q4 2020.
215 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2021, filed 27 Apr 2021.