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Lebenthal Global Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Lebenthal Global 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
Q1 		– Sell
-825
Closed -$92K – 289
2020
Q4 		$92K Buy
+825
New +$83.5K 0.07% 183

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
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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Lebenthal Global Advisors's FXL Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2021, closing a stake of 825 shares — an estimated $92K sold.

Lebenthal Global Advisors first reported a position in FXL in Q4 2020 and held it in 1 quarter. The position peaked at $92K in Q4 2020. 215 funds tracked by Wall St. Rank hold FXL as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 825 First Trust Technology AlphaDEX Fund shares in Q1 2021, an estimated $92K.
  • Lebenthal Global Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's First Trust Technology AlphaDEX Fund position peaked at $92K in Q4 2020.
  • 215 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.