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

Regent Peak 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
2021
Q1 		– Sell
-217
Closed -$24K – 462
2020
Q4 		$24K Buy
+217
New +$22K 0.01% 423

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Regent Peak Wealth Advisors's FXL Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2021, closing a stake of 217 shares — an estimated $24K sold.

Regent Peak Wealth Advisors first reported a position in FXL in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 215 funds tracked by Wall St. Rank hold FXL as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 217 First Trust Technology AlphaDEX Fund shares in Q1 2021, an estimated $24K.
  • Regent Peak Wealth Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's First Trust Technology AlphaDEX Fund position peaked at $24K in Q4 2020.
  • 215 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.