MUFG Americas’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

MUFG Americas’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 Q4	–	Sell	-249	Closed	-$22K	–	321
2022 Q3	$22K	Hold	249	–	–	﹤0.01%	597
2022 Q2	$23K	Hold	249	–	–	﹤0.01%	588
2022 Q1	$29K	Hold	249	–	–	﹤0.01%	607
2021 Q4	$33K	Buy	+249	New	+$32.6K	﹤0.01%	613

Other funds holding FXL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MUFG Americas's FXL Position: Q4 2022 in Review

MUFG Americas sold out of First Trust Technology AlphaDEX Fund (FXL) in Q4 2022, closing a stake of 249 shares — an estimated $22K sold.

MUFG Americas first reported a position in FXL in Q4 2021 and held it in 4 quarters. The position peaked at $33K in Q4 2021. 196 funds tracked by Wall St. Rank hold FXL as of Q4 2022.

MUFG Americas reported no remaining First Trust Technology AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 249 First Trust Technology AlphaDEX Fund shares in Q4 2022, an estimated $22K.
MUFG Americas first reported a position in First Trust Technology AlphaDEX Fund in Q4 2021 and held it in 4 quarters.
MUFG Americas's First Trust Technology AlphaDEX Fund position peaked at $33K in Q4 2021.
196 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.