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Hochman Cole Investment Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Hochman Cole Investment Advisors’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 		$15.7M Sell
127,827
-5,717
-4% -$718K 6.15% 2
2021
Q2 		$16.6M Sell
133,544
-8,622
-6% -$1.02M 6.62% 2
2021
Q1 		$16.2M Sell
142,166
-11,055
-7% -$1.27M 6.78% 2
2020
Q4 		$17.1M Sell
153,221
-6,262
-4% -$634K 7.38% 2
2020
Q3 		$14.5M Sell
159,483
-693
-0.4% -$61K 7.14% 2
2020
Q2 		$13.4M Sell
160,176
-1,899
-1% -$138K 7.36% 2
2020
Q1 		$9.63M Sell
162,075
-9,688
-6% -$674K 6.61% 3
2019
Q4 		$12.5M Sell
171,763
-8,667
-5% -$595K 6.79% 3
2019
Q3 		$11.8M Sell
180,430
-11,533
-6% -$777K 7.34% 1
2019
Q2 		$12.8M Sell
191,963
-5,648
-3% -$370K 7.62% 2
2019
Q1 		$12.6M Buy
197,611
+7,692
+4% +$464K 7.53% 2
2018
Q4 		$9.98M Buy
189,919
+562
+0.3% +$31.2K 6.86% 3
2018
Q3 		$12M Sell
189,357
-121
-0.1% -$7.33K 7.49% 3
2018
Q2 		$10.7M Buy
189,478
+5,106
+3% +$289K 7.01% 3
2018
Q1 		$10.1M Sell
184,372
-958
-0.5% -$53.2K 7.08% 3
2017
Q4 		$9.51M Buy
185,330
+41
+0% +$2.09K 5.99% 3
2017
Q3 		$8.89M Sell
185,289
-4,717
-2% -$216K 5.82% 3
2017
Q2 		$8.27M Buy
190,006
+3,759
+2% +$164K 5.72% 3
2017
Q1 		$7.83M Sell
186,247
-3,180
-2% -$129K 5.69% 3
2016
Q4 		$7.18M Buy
189,427
+3,257
+2% +$121K 5.2% 5
2016
Q3 		$6.84M Buy
186,170
+13,155
+8% +$464K 5.1% 5
2016
Q2 		$5.71M Sell
173,015
-1,158
-0.7% -$37.6K 4.68% 6
2016
Q1 		$5.74M Sell
174,173
-3,282
-2% -$101K 4.89% 5
2015
Q4 		$5.9M Buy
+177,455
New +$5.97M 5% 4

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Hochman Cole Investment Advisors's FXL Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its First Trust Technology AlphaDEX Fund (FXL) stake by 4.3% in Q3 2021, selling an estimated $718K and leaving 127,827 shares worth $15.7M. The position accounts for 6.15% of the portfolio, ranked #2.

Hochman Cole Investment Advisors first reported a position in FXL in Q4 2015 and has held it in 24 quarters since. The position peaked at $17.1M in Q4 2020. 210 funds tracked by Wall St. Rank hold FXL as of Q3 2021.

  • Hochman Cole Investment Advisors held 127,827 shares of First Trust Technology AlphaDEX Fund worth $15.7M as of Q3 2021.
  • Hochman Cole Investment Advisors sold 5,717 First Trust Technology AlphaDEX Fund shares in Q3 2021, an estimated $718K.
  • First Trust Technology AlphaDEX Fund made up 6.15% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #2 holding.
  • Hochman Cole Investment Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q4 2015 and has held it in 24 quarters since.
  • Hochman Cole Investment Advisors's First Trust Technology AlphaDEX Fund position peaked at $17.1M in Q4 2020.
  • 210 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.