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Merit Financial Group’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Merit Financial 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
2019
Q2 		– Sell
-18,144
Closed -$448K – 113
2019
Q1 		$448K Buy
+18,144
New +$1.09M 0.05% 66

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Merit Financial Group's FXL Position: Q2 2019 in Review

Merit Financial Group sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2019, closing a stake of 18,144 shares — an estimated $448K sold.

Merit Financial Group first reported a position in FXL in Q1 2019 and held it in 1 quarter. The position peaked at $448K in Q1 2019. 188 funds tracked by Wall St. Rank hold FXL as of Q2 2019.

  • Merit Financial Group reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
  • Merit Financial Group sold 18,144 First Trust Technology AlphaDEX Fund shares in Q2 2019, an estimated $448K.
  • Merit Financial Group first reported a position in First Trust Technology AlphaDEX Fund in Q1 2019 and held it in 1 quarter.
  • Merit Financial Group's First Trust Technology AlphaDEX Fund position peaked at $448K in Q1 2019.
  • 188 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2019.

Based on Merit Financial Group's 13F filing for Q2 2019, filed 13 Aug 2019.