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IBEX Wealth Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

IBEX Wealth 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
Q4 		– Sell
-97
Closed -$12K – 274
2021
Q3 		$12K Buy
+97
New +$12.2K ﹤0.01% 349
2019
Q3 		– Sell
-97
Closed -$6K – 182
2019
Q2 		$6K Buy
+97
New +$6.35K ﹤0.01% 345

Other funds holding FXL

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
LPL Financial
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 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

IBEX Wealth Advisors's FXL Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of First Trust Technology AlphaDEX Fund (FXL) in Q4 2021, closing a stake of 97 shares — an estimated $12K sold.

IBEX Wealth Advisors first reported a position in FXL in Q2 2019 and held it in 2 quarters. The position peaked at $12K in Q3 2021. 226 funds tracked by Wall St. Rank hold FXL as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining First Trust Technology AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 97 First Trust Technology AlphaDEX Fund shares in Q4 2021, an estimated $12K.
  • IBEX Wealth Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q2 2019 and held it in 2 quarters.
  • IBEX Wealth Advisors's First Trust Technology AlphaDEX Fund position peaked at $12K in Q3 2021.
  • 226 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.