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Measured Wealth Private Client Group’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Measured Wealth Private Client Group’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
Q4 		– Sell
-300
Closed -$19K – 327
2018
Q3 		$19K Buy
+300
New +$18.2K 0.01% 528

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Measured Wealth Private Client Group's FXL Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of First Trust Technology AlphaDEX Fund (FXL) in Q4 2018, closing a stake of 300 shares — an estimated $19K sold.

Measured Wealth Private Client Group first reported a position in FXL in Q3 2018 and held it in 1 quarter. The position peaked at $19K in Q3 2018. 164 funds tracked by Wall St. Rank hold FXL as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining First Trust Technology AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 300 First Trust Technology AlphaDEX Fund shares in Q4 2018, an estimated $19K.
  • Measured Wealth Private Client Group first reported a position in First Trust Technology AlphaDEX Fund in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's First Trust Technology AlphaDEX Fund position peaked at $19K in Q3 2018.
  • 164 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.