Outlook Wealth Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Outlook Wealth 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
2019 Q1	–	Sell	-11,150	Closed	-$586K	–	156
2018 Q4	$586K	Buy	+11,150	New	+$618K	0.27%	92

Other funds holding FXL

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

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

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

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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Outlook Wealth Advisors's FXL Position: Q1 2019 in Review

Outlook Wealth Advisors sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2019, closing a stake of 11,150 shares — an estimated $586K sold.

Outlook Wealth Advisors first reported a position in FXL in Q4 2018 and held it in 1 quarter. The position peaked at $586K in Q4 2018. 186 funds tracked by Wall St. Rank hold FXL as of Q1 2019.

Outlook Wealth Advisors reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
Outlook Wealth Advisors sold 11,150 First Trust Technology AlphaDEX Fund shares in Q1 2019, an estimated $586K.
Outlook Wealth Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q4 2018 and held it in 1 quarter.
Outlook Wealth Advisors's First Trust Technology AlphaDEX Fund position peaked at $586K in Q4 2018.
186 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2019.

Based on Outlook Wealth Advisors's 13F filing for Q1 2019, filed 6 May 2019.