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

Plante Moran 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
2017
Q4 		– Sell
-937
Closed -$45K – 890
2017
Q3 		$45K Buy
+937
New +$42.9K 0.03% 326

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
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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Plante Moran Financial Advisors's FXL Position: Q4 2017 in Review

Plante Moran Financial Advisors sold out of First Trust Technology AlphaDEX Fund (FXL) in Q4 2017, closing a stake of 937 shares — an estimated $45K sold.

Plante Moran Financial Advisors first reported a position in FXL in Q3 2017 and held it in 1 quarter. The position peaked at $45K in Q3 2017. 138 funds tracked by Wall St. Rank hold FXL as of Q4 2017.

  • Plante Moran Financial Advisors reported no remaining First Trust Technology AlphaDEX Fund position as of Q4 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 937 First Trust Technology AlphaDEX Fund shares in Q4 2017, an estimated $45K.
  • Plante Moran Financial Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q3 2017 and held it in 1 quarter.
  • Plante Moran Financial Advisors's First Trust Technology AlphaDEX Fund position peaked at $45K in Q3 2017.
  • 138 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.