SC
FXL icon

SouthState Corp’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

SouthState Corp’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
2023
Q1 		– Sell
-76
Closed -$6.96K – 659
2022
Q4 		$6.96K Buy
+76
New +$7.01K ﹤0.01% 595

Other funds holding FXL

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
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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SouthState Corp's FXL Position: Q1 2023 in Review

SouthState Corp sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2023, closing a stake of 76 shares — an estimated $6.96K sold.

SouthState Corp first reported a position in FXL in Q4 2022 and held it in 1 quarter. The position peaked at $6.96K in Q4 2022. 199 funds tracked by Wall St. Rank hold FXL as of Q1 2023.

  • SouthState Corp reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • SouthState Corp sold 76 First Trust Technology AlphaDEX Fund shares in Q1 2023, an estimated $6.96K.
  • SouthState Corp first reported a position in First Trust Technology AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
  • SouthState Corp's First Trust Technology AlphaDEX Fund position peaked at $6.96K in Q4 2022.
  • 199 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2023.

Based on SouthState Corp's 13F filing for Q1 2023, filed 8 May 2023.