M Holdings Securities’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

M Holdings Securities’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
2022 Q2	–	Sell	-2,059	Closed	-$239K	–	473
2022 Q1	$239K	Buy	+2,059	New	+$240K	0.02%	447
2021 Q2	–	Sell	-2,092	Closed	-$238K	–	325
2021 Q1	$238K	Buy	+2,092	New	+$241K	0.02%	432

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

M Holdings Securities's FXL Position: Q2 2022 in Review

M Holdings Securities sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2022, closing a stake of 2,059 shares — an estimated $239K sold.

M Holdings Securities first reported a position in FXL in Q1 2021 and held it in 2 quarters. The position peaked at $239K in Q1 2022. 188 funds tracked by Wall St. Rank hold FXL as of Q2 2022.

M Holdings Securities reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
M Holdings Securities sold 2,059 First Trust Technology AlphaDEX Fund shares in Q2 2022, an estimated $239K.
M Holdings Securities first reported a position in First Trust Technology AlphaDEX Fund in Q1 2021 and held it in 2 quarters.
M Holdings Securities's First Trust Technology AlphaDEX Fund position peaked at $239K in Q1 2022.
188 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2022.

Based on M Holdings Securities's 13F filing for Q2 2022, filed 16 Aug 2022.