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

MBE Wealth Management’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
2020
Q2 		– Sell
-230
Closed -$13K – 222
2020
Q1 		$13K Buy
+230
New +$16K 0.01% 264

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MBE Wealth Management's FXL Position: Q2 2020 in Review

MBE Wealth Management sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2020, closing a stake of 230 shares — an estimated $13K sold.

MBE Wealth Management first reported a position in FXL in Q1 2020 and held it in 1 quarter. The position peaked at $13K in Q1 2020. 181 funds tracked by Wall St. Rank hold FXL as of Q2 2020.

  • MBE Wealth Management reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 230 First Trust Technology AlphaDEX Fund shares in Q2 2020, an estimated $13K.
  • MBE Wealth Management first reported a position in First Trust Technology AlphaDEX Fund in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's First Trust Technology AlphaDEX Fund position peaked at $13K in Q1 2020.
  • 181 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.