Madden Advisory Services’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Madden Advisory Services’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	-1,728	Closed	-$212K	–	75
2021 Q3	$212K	Sell	1,728 -109	-6%	-$13.7K	0.15%	73
2021 Q2	$228K	Hold	1,837	–	–	0.17%	66
2021 Q1	$209K	Sell	1,837 -324	-15%	-$37.3K	0.16%	67
2020 Q4	$242K	Sell	2,161 -453	-17%	-$45.8K	0.2%	64
2020 Q3	$237K	Hold	2,614	–	–	0.23%	64
2020 Q2	$217K	Buy	+2,614	New	+$190K	0.23%	63
2020 Q1	–	Sell	-3,204	Closed	-$232K	–	77
2019 Q4	$232K	Sell	3,204 -1,127	-26%	-$77.3K	0.15%	73
2019 Q3	$282K	Sell	4,331 -1,147	-21%	-$77.3K	0.2%	67
2019 Q2	$364K	Sell	5,478 -1,250	-19%	-$81.8K	0.23%	70
2019 Q1	$430K	Hold	6,728	–	–	0.23%	72
2018 Q4	$353K	Buy	+6,728	New	+$373K	0.21%	73
2017 Q2	–	Sell	-1,743	Closed	-$73K	–	131
2017 Q1	$73K	Buy	+1,743	New	+$70.6K	0.05%	105
2015 Q4	–	Sell	-2,365	Closed	-$74K	–	148
2015 Q3	$74K	Buy	2,365 +1,245	+111%	+$41.9K	0.05%	113
2015 Q2	$39K	Buy	+1,120	New	+$40.9K	0.02%	136
2015 Q1	–	Sell	-845	Closed	-$29K	–	145
2014 Q4	$29K	Buy	845 +255	+43%	+$8.4K	0.02%	164
2014 Q3	$19K	Hold	590	–	–	0.01%	232
2014 Q2	$19K	Buy	+590	New	+$18.2K	0.01%	239

Other funds holding FXL

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $68.3B AUM 20.5% 1-Year Est. Return

Madden Advisory Services's FXL Position: Q4 2021 in Review

Madden Advisory Services sold out of First Trust Technology AlphaDEX Fund (FXL) in Q4 2021, closing a stake of 1,728 shares — an estimated $212K sold.

Madden Advisory Services first reported a position in FXL in Q2 2014 and held it in 17 quarters. The position peaked at $430K in Q1 2019. 226 funds tracked by Wall St. Rank hold FXL as of Q4 2021.

Madden Advisory Services reported no remaining First Trust Technology AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
Madden Advisory Services sold 1,728 First Trust Technology AlphaDEX Fund shares in Q4 2021, an estimated $212K.
Madden Advisory Services first reported a position in First Trust Technology AlphaDEX Fund in Q2 2014 and held it in 17 quarters.
Madden Advisory Services's First Trust Technology AlphaDEX Fund position peaked at $430K in Q1 2019.
226 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2021.

Based on Madden Advisory Services's 13F filing for Q4 2021, filed 8 Feb 2022.