Marks Wealth
FXL icon

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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.