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JP Morgan Private Wealth Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

JP Morgan Private 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
2022
Q1 		– Sell
-1,696
Closed -$224K – 2033
2021
Q4 		$224K Buy
+1,696
New +$222K ﹤0.01% 1866

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FXL Position: Q1 2022 in Review

JP Morgan Private Wealth Advisors sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2022, closing a stake of 1,696 shares — an estimated $224K sold.

JP Morgan Private Wealth Advisors first reported a position in FXL in Q4 2021 and held it in 1 quarter. The position peaked at $224K in Q4 2021. 205 funds tracked by Wall St. Rank hold FXL as of Q1 2022.

  • JP Morgan Private Wealth Advisors reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 1,696 First Trust Technology AlphaDEX Fund shares in Q1 2022, an estimated $224K.
  • JP Morgan Private Wealth Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's First Trust Technology AlphaDEX Fund position peaked at $224K in Q4 2021.
  • 205 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.