SWP
FXL icon

Strategic Wealth Partners’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Strategic Wealth Partners’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
2018
Q3 		– Sell
-72
Closed -$4K – 661
2018
Q2 		$4K Hold
72
– – ﹤0.01% 656
2018
Q1 		$4K Buy
+72
New +$4K ﹤0.01% 672

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Strategic Wealth Partners's FXL Position: Q3 2018 in Review

Strategic Wealth Partners sold out of First Trust Technology AlphaDEX Fund (FXL) in Q3 2018, closing a stake of 72 shares — an estimated $4K sold.

Strategic Wealth Partners first reported a position in FXL in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q2 2018. 162 funds tracked by Wall St. Rank hold FXL as of Q3 2018.

  • Strategic Wealth Partners reported no remaining First Trust Technology AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 72 First Trust Technology AlphaDEX Fund shares in Q3 2018, an estimated $4K.
  • Strategic Wealth Partners first reported a position in First Trust Technology AlphaDEX Fund in Q1 2018 and held it in 2 quarters.
  • Strategic Wealth Partners's First Trust Technology AlphaDEX Fund position peaked at $4K in Q2 2018.
  • 162 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2018.

Based on Strategic Wealth Partners's 13F filing for Q3 2018, filed 6 Dec 2018.