Householder Group Estate & Retirement Specialist’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023 Q4	–	Sell	-96	Closed	-$10.7K	–	1207
2023 Q3	$10.7K	Buy	+96	New	+$11K	﹤0.01%	773
2023 Q1	$1.42M	Buy	+13,516	New	+$1.36M	0.55%	41
2022 Q4	–	Sell	-901	Closed	-$78K	–	596
2022 Q3	$78K	Buy	+901	New	+$89.2K	0.03%	308

Other funds holding FXL

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FXL Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of First Trust Technology AlphaDEX Fund (FXL) in Q4 2023, closing a stake of 96 shares — an estimated $10.7K sold.

Householder Group Estate & Retirement Specialist first reported a position in FXL in Q3 2022 and held it in 3 quarters. The position peaked at $1.42M in Q1 2023. 223 funds tracked by Wall St. Rank hold FXL as of Q4 2023.

Householder Group Estate & Retirement Specialist reported no remaining First Trust Technology AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 96 First Trust Technology AlphaDEX Fund shares in Q4 2023, an estimated $10.7K.
Householder Group Estate & Retirement Specialist first reported a position in First Trust Technology AlphaDEX Fund in Q3 2022 and held it in 3 quarters.
Householder Group Estate & Retirement Specialist's First Trust Technology AlphaDEX Fund position peaked at $1.42M in Q1 2023.
223 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.