SMF
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Sterling Manor Financial’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Sterling Manor Financial’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
Q2 		– Sell
-3,025
Closed -$318K – 42
2023
Q1 		$318K Buy
3,025
+500
+20% +$50.4K 0.31% 37
2022
Q4 		$231K Hold
2,525
– – 0.26% 40
2022
Q3 		$219K Sell
2,525
-850
-25% -$84.1K 0.27% 42
2022
Q2 		$318K Hold
3,375
– – 0.39% 39
2022
Q1 		$392K Sell
3,375
-340
-9% -$39.6K 0.31% 48
2021
Q4 		$490K Hold
3,715
– – 0.38% 37
2021
Q3 		$456K Hold
3,715
– – 0.38% 38
2021
Q2 		$461K Sell
3,715
-732
-16% -$87K 0.37% 43
2021
Q1 		$505K Sell
4,447
-41
-0.9% -$4.73K 0.45% 36
2020
Q4 		$502K Buy
+4,488
New +$454K 0.47% 37

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