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Parisi Gray Wealth Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Parisi Gray Wealth Management’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
Q2 		– Sell
-54
Closed -$3K – 621
2018
Q1 		$3K Buy
+54
New +$3K ﹤0.01% 542

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Parisi Gray Wealth Management's FXL Position: Q2 2018 in Review

Parisi Gray Wealth Management sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2018, closing a stake of 54 shares — an estimated $3K sold.

Parisi Gray Wealth Management first reported a position in FXL in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 151 funds tracked by Wall St. Rank hold FXL as of Q2 2018.

  • Parisi Gray Wealth Management reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 54 First Trust Technology AlphaDEX Fund shares in Q2 2018, an estimated $3K.
  • Parisi Gray Wealth Management first reported a position in First Trust Technology AlphaDEX Fund in Q1 2018 and held it in 1 quarter.
  • Parisi Gray Wealth Management's First Trust Technology AlphaDEX Fund position peaked at $3K in Q1 2018.
  • 151 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.