Sage Private Wealth Group’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Sage Private Wealth Group’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 Q4	–	Sell	-178	Closed	-$15K	–	94
2022 Q3	$15K	Hold	178	–	–	0.02%	123
2022 Q2	$17K	Buy	178 +1	+0.6%	+$103	0.02%	122
2022 Q1	$21K	Hold	177	–	–	0.02%	116
2021 Q4	$23K	Hold	177	–	–	0.03%	113
2021 Q3	$22K	Hold	177	–	–	0.03%	114
2021 Q2	$22K	Hold	177	–	–	0.03%	110
2021 Q1	$20K	Hold	177	–	–	0.03%	117
2020 Q4	$20K	Buy	+177	New	+$17.9K	0.06%	104

Other funds holding FXL

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sage Private Wealth Group's FXL Position: Q4 2022 in Review

Sage Private Wealth Group sold out of First Trust Technology AlphaDEX Fund (FXL) in Q4 2022, closing a stake of 178 shares — an estimated $15K sold.

Sage Private Wealth Group first reported a position in FXL in Q4 2020 and held it in 8 quarters. The position peaked at $23K in Q4 2021. 196 funds tracked by Wall St. Rank hold FXL as of Q4 2022.

Sage Private Wealth Group reported no remaining First Trust Technology AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 178 First Trust Technology AlphaDEX Fund shares in Q4 2022, an estimated $15K.
Sage Private Wealth Group first reported a position in First Trust Technology AlphaDEX Fund in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's First Trust Technology AlphaDEX Fund position peaked at $23K in Q4 2021.
196 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.