Marks Wealth’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Marks Wealth’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	-2,400	Closed	-$279K	–	21
2022 Q1	$279K	Buy	2,400 +719	+43%	+$83.8K	0.09%	29
2021 Q4	$222K	Sell	1,681 -1,295	-44%	-$170K	0.07%	32
2021 Q3	$366K	Buy	+2,976	New	+$374K	0.12%	24
2021 Q1	–	Sell	-2,526	Closed	-$282K	–	43
2020 Q4	$282K	Buy	+2,526	New	+$256K	0.1%	32

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

Marks Wealth's FXL Position: Q2 2022 in Review

Marks Wealth sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2022, closing a stake of 2,400 shares — an estimated $279K sold.

Marks Wealth first reported a position in FXL in Q4 2020 and held it in 4 quarters. The position peaked at $366K in Q3 2021. 188 funds tracked by Wall St. Rank hold FXL as of Q2 2022.

Marks Wealth reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Marks Wealth sold 2,400 First Trust Technology AlphaDEX Fund shares in Q2 2022, an estimated $279K.
Marks Wealth first reported a position in First Trust Technology AlphaDEX Fund in Q4 2020 and held it in 4 quarters.
Marks Wealth's First Trust Technology AlphaDEX Fund position peaked at $366K in Q3 2021.
188 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2022.

Based on Marks Wealth's 13F filing for Q2 2022, filed 19 Jul 2022.