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Pursue Wealth Partners’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Pursue Wealth Partners’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
Q2 		– Sell
-1,000
Closed -$112K – 157
2022
Q1 		$112K Buy
+1,000
New +$117K 0.05% 154

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Pursue Wealth Partners's FXL Position: Q2 2022 in Review

Pursue Wealth Partners sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2022, closing a stake of 1,000 shares — an estimated $112K sold.

Pursue Wealth Partners first reported a position in FXL in Q1 2022 and held it in 1 quarter. The position peaked at $112K in Q1 2022. 188 funds tracked by Wall St. Rank hold FXL as of Q2 2022.

  • Pursue Wealth Partners reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • Pursue Wealth Partners sold 1,000 First Trust Technology AlphaDEX Fund shares in Q2 2022, an estimated $112K.
  • Pursue Wealth Partners first reported a position in First Trust Technology AlphaDEX Fund in Q1 2022 and held it in 1 quarter.
  • Pursue Wealth Partners's First Trust Technology AlphaDEX Fund position peaked at $112K in Q1 2022.
  • 188 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2022.

Based on Pursue Wealth Partners's 13F filing for Q2 2022, filed 11 Aug 2022.