Lugano Financial Advisors SA (LFA)’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2023 Q4	–	Sell	-530	Closed	-$58.9K	–	189
2023 Q3	$58.9K	Hold	530	–	–	0.05%	110
2023 Q2	$61K	Hold	530	–	–	0.04%	125
2023 Q1	$55.8K	Hold	530	–	–	0.04%	85
2022 Q4	$48.5K	Hold	530	–	–	0.04%	95
2022 Q3	$46K	Hold	530	–	–	0.04%	86
2022 Q2	$49K	Sell	530 -1,630	-75%	-$168K	0.03%	88
2022 Q1	$252K	Buy	2,160 +1,630	+308%	+$190K	0.17%	58
2021 Q4	$70K	Hold	530	–	–	0.04%	84
2021 Q3	$65K	Hold	530	–	–	0.04%	78
2021 Q2	$66K	Hold	530	–	–	0.04%	74
2021 Q1	$60K	Buy	+530	New	+$61.1K	0.04%	76

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

RJFSA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s FXL Position: Q4 2023 in Review

Lugano Financial Advisors SA (LFA) sold out of First Trust Technology AlphaDEX Fund (FXL) in Q4 2023, closing a stake of 530 shares — an estimated $58.9K sold.

Lugano Financial Advisors SA (LFA) first reported a position in FXL in Q1 2021 and held it in 11 quarters. The position peaked at $252K in Q1 2022. 223 funds tracked by Wall St. Rank hold FXL as of Q4 2023.

Lugano Financial Advisors SA (LFA) reported no remaining First Trust Technology AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 530 First Trust Technology AlphaDEX Fund shares in Q4 2023, an estimated $58.9K.
Lugano Financial Advisors SA (LFA) first reported a position in First Trust Technology AlphaDEX Fund in Q1 2021 and held it in 11 quarters.
Lugano Financial Advisors SA (LFA)'s First Trust Technology AlphaDEX Fund position peaked at $252K in Q1 2022.
223 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2023.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q4 2023, filed 22 Jan 2024.