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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

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RJA
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Envestnet Asset Management
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RW
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RJFSA
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Bank of America
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Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return