Leelyn Smith’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Leelyn Smith’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	-69	Closed	-$8K	–	396
2021 Q3	$8K	Hold	69	–	–	﹤0.01%	291
2021 Q2	$9K	Hold	69	–	–	﹤0.01%	283
2021 Q1	$8K	Hold	69	–	–	﹤0.01%	306
2020 Q4	$8K	Hold	69	–	–	﹤0.01%	290
2020 Q3	$6K	Hold	69	–	–	﹤0.01%	286
2020 Q2	$6K	Sell	69 -3,545	-98%	-$258K	﹤0.01%	348
2020 Q1	$215K	Buy	3,614 +480	+15%	+$33.4K	0.11%	101
2019 Q4	$227K	Buy	+3,134	New	+$215K	0.11%	102

Other funds holding FXL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Leelyn Smith's FXL Position: Q4 2021 in Review

Leelyn Smith sold out of First Trust Technology AlphaDEX Fund (FXL) in Q4 2021, closing a stake of 69 shares — an estimated $8K sold.

Leelyn Smith first reported a position in FXL in Q4 2019 and held it in 8 quarters. The position peaked at $227K in Q4 2019. 226 funds tracked by Wall St. Rank hold FXL as of Q4 2021.

Leelyn Smith reported no remaining First Trust Technology AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
Leelyn Smith sold 69 First Trust Technology AlphaDEX Fund shares in Q4 2021, an estimated $8K.
Leelyn Smith first reported a position in First Trust Technology AlphaDEX Fund in Q4 2019 and held it in 8 quarters.
Leelyn Smith's First Trust Technology AlphaDEX Fund position peaked at $227K in Q4 2019.
226 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2021.

Based on Leelyn Smith's 13F filing for Q4 2021, filed 14 Feb 2022.