Security National Trust’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Security National Trust’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
2020 Q2	–	Sell	-323	Closed	-$19K	–	438
2020 Q1	$19K	Hold	323	–	–	0.01%	312
2019 Q4	$23K	Buy	+323	New	+$22.2K	0.01%	309

Other funds holding FXL

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Security National Trust's FXL Position: Q2 2020 in Review

Security National Trust sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2020, closing a stake of 323 shares — an estimated $19K sold.

Security National Trust first reported a position in FXL in Q4 2019 and held it in 2 quarters. The position peaked at $23K in Q4 2019. 181 funds tracked by Wall St. Rank hold FXL as of Q2 2020.

Security National Trust reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
Security National Trust sold 323 First Trust Technology AlphaDEX Fund shares in Q2 2020, an estimated $19K.
Security National Trust first reported a position in First Trust Technology AlphaDEX Fund in Q4 2019 and held it in 2 quarters.
Security National Trust's First Trust Technology AlphaDEX Fund position peaked at $23K in Q4 2019.
181 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.