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Heritage Wealth Management (Arizona)’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$202K Buy
2,206
+1,103
+100% +$102K 0.03% 330
2022
Q3 		$96K Sell
1,103
-8
-0.7% -$792 0.03% 327
2022
Q2 		$105K Sell
1,111
-193
-15% -$19.9K 0.03% 326
2022
Q1 		$151K Buy
+1,304
New +$152K 0.04% 317
2021
Q3 		$178K Buy
1,449
+6
+0.4% +$754 0.06% 233
2021
Q2 		$179K Sell
1,443
-49
-3% -$5.82K 0.07% 244
2021
Q1 		$170K Buy
+1,492
New +$172K 0.1% 188

Other funds holding FXL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return