MPWT
FXL icon

MassMutual Private Wealth & Trust’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

MassMutual Private Wealth & Trust’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
2018
Q3 		– Sell
-47
Closed -$2.65K – 1026
2018
Q2 		$2.65K Buy
+47
New +$2.66K ﹤0.01% 821

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MassMutual Private Wealth & Trust's FXL Position: Q3 2018 in Review

MassMutual Private Wealth & Trust sold out of First Trust Technology AlphaDEX Fund (FXL) in Q3 2018, closing a stake of 47 shares — an estimated $2.65K sold.

MassMutual Private Wealth & Trust first reported a position in FXL in Q2 2018 and held it in 1 quarter. The position peaked at $2.65K in Q2 2018. 162 funds tracked by Wall St. Rank hold FXL as of Q3 2018.

  • MassMutual Private Wealth & Trust reported no remaining First Trust Technology AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 47 First Trust Technology AlphaDEX Fund shares in Q3 2018, an estimated $2.65K.
  • MassMutual Private Wealth & Trust first reported a position in First Trust Technology AlphaDEX Fund in Q2 2018 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's First Trust Technology AlphaDEX Fund position peaked at $2.65K in Q2 2018.
  • 162 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2018.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2018, filed 9 Nov 2018.