SNC
FXL icon

Stifel Nicolaus & Co’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$3.57M Buy
131,155
+20,085
+18% +$526K 0.06% 313
2013
Q2 		$2.71M Buy
+111,070
New +$2.68M 0.05% 351

Other funds holding FXL

NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Nicolaus & Co's FXL Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its First Trust Technology AlphaDEX Fund (FXL) stake by 18% in Q3 2013, buying an estimated $526K and bringing the position to 131,155 shares worth $3.57M. The position accounts for 0.06% of the portfolio, ranked #313.

Stifel Nicolaus & Co first reported a position in FXL in Q2 2013 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold FXL as of Q3 2013.

  • Stifel Nicolaus & Co held 131,155 shares of First Trust Technology AlphaDEX Fund worth $3.57M as of Q3 2013.
  • Stifel Nicolaus & Co bought 20,085 First Trust Technology AlphaDEX Fund shares in Q3 2013, an estimated $526K.
  • First Trust Technology AlphaDEX Fund made up 0.06% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #313 holding.
  • Stifel Nicolaus & Co first reported a position in First Trust Technology AlphaDEX Fund in Q2 2013 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.