LPWM
FXL icon

Lake Point Wealth Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Lake Point Wealth Management’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
2019
Q1 		– Sell
-232
Closed -$12K – 742
2018
Q4 		$12K Buy
+232
New +$12.9K ﹤0.01% 428

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Lake Point Wealth Management's FXL Position: Q1 2019 in Review

Lake Point Wealth Management sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2019, closing a stake of 232 shares — an estimated $12K sold.

Lake Point Wealth Management first reported a position in FXL in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 186 funds tracked by Wall St. Rank hold FXL as of Q1 2019.

  • Lake Point Wealth Management reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 232 First Trust Technology AlphaDEX Fund shares in Q1 2019, an estimated $12K.
  • Lake Point Wealth Management first reported a position in First Trust Technology AlphaDEX Fund in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's First Trust Technology AlphaDEX Fund position peaked at $12K in Q4 2018.
  • 186 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.