Hayden Royal’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Hayden Royal’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 Q3	–	Sell	-2,220	Closed	-$276K	–	125
2021 Q2	$276K	Sell	2,220 -446	-17%	-$53K	0.15%	152
2021 Q1	$303K	Sell	2,666 -50	-2%	-$5.76K	0.17%	128
2020 Q4	$304K	Sell	2,716 -1	-0%	-$101	0.17%	143
2020 Q3	$247K	Buy	+2,717	New	+$239K	0.13%	164
2020 Q2	–	Sell	-4,528	Closed	-$269K	–	191
2020 Q1	$269K	Sell	4,528 -900	-17%	-$62.6K	0.16%	160
2019 Q4	$420K	Buy	5,428 +1,092	+25%	+$74.9K	0.21%	112
2019 Q3	$282K	Hold	4,336	–	–	0.25%	131
2019 Q2	$297K	Buy	4,336 +975	+29%	+$63.8K	0.32%	103
2019 Q1	$215K	Buy	+3,361	New	+$203K	0.28%	106

Other funds holding FXL

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Hayden Royal's FXL Position: Q3 2021 in Review

Hayden Royal sold out of First Trust Technology AlphaDEX Fund (FXL) in Q3 2021, closing a stake of 2,220 shares — an estimated $276K sold.

Hayden Royal first reported a position in FXL in Q1 2019 and held it in 9 quarters. The position peaked at $420K in Q4 2019. 210 funds tracked by Wall St. Rank hold FXL as of Q3 2021.

Hayden Royal reported no remaining First Trust Technology AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
Hayden Royal sold 2,220 First Trust Technology AlphaDEX Fund shares in Q3 2021, an estimated $276K.
Hayden Royal first reported a position in First Trust Technology AlphaDEX Fund in Q1 2019 and held it in 9 quarters.
Hayden Royal's First Trust Technology AlphaDEX Fund position peaked at $420K in Q4 2019.
210 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2021.

Based on Hayden Royal's 13F filing for Q3 2021, filed 15 Nov 2021.