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Stonebridge Financial Planning Group’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Stonebridge Financial Planning Group’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
2022
Q1 		– Sell
-1,204
Closed -$136K – 207
2021
Q4 		$136K Hold
1,204
– – 0.07% 140
2021
Q3 		$162K Hold
1,204
– – 0.08% 136
2021
Q2 		$150K Hold
1,204
– – 0.08% 137
2021
Q1 		$144K Hold
1,204
– – 0.08% 132
2020
Q4 		$135K Sell
1,204
-82
-6% -$8.3K 0.09% 126
2020
Q3 		$126K Buy
1,286
+31
+2% +$2.73K 0.09% 115
2020
Q2 		$106K Sell
1,255
-262
-17% -$19.1K 0.09% 123
2020
Q1 		$95K Buy
1,517
+136
+10% +$9.46K 0.09% 125
2019
Q4 		$100K Buy
+1,381
New +$94.7K 0.09% 130

Other funds holding FXL

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return