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Northwest Financial Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Northwest Financial Advisors’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
2024
Q4 		– Sell
-106
Closed -$14.7K – 259
2024
Q3 		$14.7K Buy
+106
New +$14.2K 0.01% 359
2024
Q1 		– Sell
-106
Closed -$13.6K – 240
2023
Q4 		$13.6K Buy
+106
New +$12.3K 0.01% 350

Other funds holding FXL

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 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
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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Northwest Financial Advisors's FXL Position: Q4 2024 in Review

Northwest Financial Advisors sold out of First Trust Technology AlphaDEX Fund (FXL) in Q4 2024, closing a stake of 106 shares — an estimated $14.7K sold.

Northwest Financial Advisors first reported a position in FXL in Q4 2023 and held it in 2 quarters. The position peaked at $14.7K in Q3 2024. 260 funds tracked by Wall St. Rank hold FXL as of Q4 2024.

  • Northwest Financial Advisors reported no remaining First Trust Technology AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 106 First Trust Technology AlphaDEX Fund shares in Q4 2024, an estimated $14.7K.
  • Northwest Financial Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's First Trust Technology AlphaDEX Fund position peaked at $14.7K in Q3 2024.
  • 260 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.