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Strategic Capital Alternatives’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Strategic Capital Alternatives’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
2014
Q4 		– Sell
-393
Closed -$13K – 179
2014
Q3 		$13K Buy
+393
New +$12.9K ﹤0.01% 367

Other funds holding FXL

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return

Strategic Capital Alternatives's FXL Position: Q4 2014 in Review

Strategic Capital Alternatives sold out of First Trust Technology AlphaDEX Fund (FXL) in Q4 2014, closing a stake of 393 shares — an estimated $13K sold.

Strategic Capital Alternatives first reported a position in FXL in Q3 2014 and held it in 1 quarter. The position peaked at $13K in Q3 2014. 87 funds tracked by Wall St. Rank hold FXL as of Q4 2014.

  • Strategic Capital Alternatives reported no remaining First Trust Technology AlphaDEX Fund position as of Q4 2014 after selling out during the quarter.
  • Strategic Capital Alternatives sold 393 First Trust Technology AlphaDEX Fund shares in Q4 2014, an estimated $13K.
  • Strategic Capital Alternatives first reported a position in First Trust Technology AlphaDEX Fund in Q3 2014 and held it in 1 quarter.
  • Strategic Capital Alternatives's First Trust Technology AlphaDEX Fund position peaked at $13K in Q3 2014.
  • 87 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2014.

Based on Strategic Capital Alternatives's 13F filing for Q4 2014, filed 18 Feb 2015.