LifePlan Financial Group’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

LifePlan Financial Group’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
2020 Q3	$31K	Hold	346	–	–	0.01%	289
2020 Q2	$29K	Hold	346	–	–	0.01%	294
2020 Q1	$21K	Hold	346	–	–	0.01%	303
2019 Q4	$25K	Buy	+346	New	+$23.7K	0.01%	318
2019 Q2	–	Sell	-388	Closed	-$25K	–	551
2019 Q1	$25K	Hold	388	–	–	0.01%	322
2018 Q4	$20K	Buy	+388	New	+$21.5K	0.01%	327

Other funds holding FXL

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LifePlan Financial Group's FXL Position: Q3 2020 in Review

LifePlan Financial Group held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q3 2020 at 346 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #289.

LifePlan Financial Group first reported a position in FXL in Q4 2018 and has held it in 6 quarters since. 192 funds tracked by Wall St. Rank hold FXL as of Q3 2020.

LifePlan Financial Group held 346 shares of First Trust Technology AlphaDEX Fund worth $31K as of Q3 2020.
LifePlan Financial Group left its First Trust Technology AlphaDEX Fund share count unchanged in Q3 2020.
First Trust Technology AlphaDEX Fund made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #289 holding.
LifePlan Financial Group first reported a position in First Trust Technology AlphaDEX Fund in Q4 2018 and has held it in 6 quarters since.
192 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.