SFC
FXL icon

Strategic Financial Concepts’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-26,482
Closed -$1.44K – 411
2024
Q2 		$1.44K Buy
+26,482
New +$3.49M ﹤0.01% 582

Other funds holding FXL

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Strategic Financial Concepts's FXL Position: Q3 2024 in Review

Strategic Financial Concepts sold out of First Trust Technology AlphaDEX Fund (FXL) in Q3 2024, closing a stake of 26,482 shares — an estimated $1.44K sold.

Strategic Financial Concepts first reported a position in FXL in Q2 2024 and held it in 1 quarter. The position peaked at $1.44K in Q2 2024. 235 funds tracked by Wall St. Rank hold FXL as of Q3 2024.

  • Strategic Financial Concepts reported no remaining First Trust Technology AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 26,482 First Trust Technology AlphaDEX Fund shares in Q3 2024, an estimated $1.44K.
  • Strategic Financial Concepts first reported a position in First Trust Technology AlphaDEX Fund in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's First Trust Technology AlphaDEX Fund position peaked at $1.44K in Q2 2024.
  • 235 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.