Sowell Financial Services’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-313	Closed	-$36K	–	1346
2021 Q1	$36K	Buy	313 +311	+15,550%	+$35.9K	﹤0.01%	1794
2020 Q4	$0	Hold	2	–	–	﹤0.01%	2745
2020 Q3	$0	Hold	2	–	–	﹤0.01%	2591
2020 Q2	$0	Sell	2 -3,510	-100%	-$255K	﹤0.01%	2531
2020 Q1	$209K	Sell	3,512 -4,271	-55%	-$297K	0.02%	638
2019 Q4	$565K	Sell	7,783 -9,057	-54%	-$621K	0.04%	417
2019 Q3	$1.1M	Buy	+16,840	New	+$1.14M	0.09%	237

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Sowell Financial Services's FXL Position: Q2 2021 in Review

Sowell Financial Services sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2021, closing a stake of 313 shares — an estimated $36K sold.

Sowell Financial Services first reported a position in FXL in Q3 2019 and held it in 7 quarters. The position peaked at $1.1M in Q3 2019. 203 funds tracked by Wall St. Rank hold FXL as of Q2 2021.

Sowell Financial Services reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 313 First Trust Technology AlphaDEX Fund shares in Q2 2021, an estimated $36K.
Sowell Financial Services first reported a position in First Trust Technology AlphaDEX Fund in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's First Trust Technology AlphaDEX Fund position peaked at $1.1M in Q3 2019.
203 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.