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

Synovus Financial’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
2020
Q3 		– Sell
-1,706
Closed -$143K – 963
2020
Q2 		$143K Sell
1,706
-12,105
-88% -$881K ﹤0.01% 719
2020
Q1 		$820K Buy
13,811
+11,132
+416% +$774K 0.01% 401
2019
Q4 		$193K Buy
+2,679
New +$184K ﹤0.01% 697
2019
Q1 		– Sell
-500
Closed -$26K – 1432
2018
Q4 		$26K Buy
+500
New +$27.7K ﹤0.01% 925
2013
Q4 		– Sell
-1,622
Closed -$44K – 900
2013
Q3 		$44K Hold
1,622
– – ﹤0.01% 551
2013
Q2 		$40K Buy
+1,622
New +$39.1K ﹤0.01% 547

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return