TD Waterhouse Canada’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

TD Waterhouse Canada’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 Q2	–	Sell	-13	Closed	-$1.73K	–	1945
2024 Q1	$1.73K	Buy	+13	New	+$1.73K	﹤0.01%	1689
2023 Q3	–	Sell	-30	Closed	-$3.46K	–	1750
2023 Q2	$3.46K	Hold	30	–	–	﹤0.01%	1453
2023 Q1	$3.14K	Buy	30 +5	+20%	+$504	﹤0.01%	1453
2022 Q4	$2.29K	Hold	25	–	–	﹤0.01%	1468
2022 Q3	$2.24K	Hold	25	–	–	﹤0.01%	1495
2022 Q2	$2.34K	Buy	25 +6	+32%	+$618	﹤0.01%	1520
2022 Q1	$2.88K	Buy	19 +6	+46%	+$699	﹤0.01%	1542
2021 Q4	$1.69K	Buy	+13	New	+$1.7K	﹤0.01%	1606

Other funds holding FXL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TD Waterhouse Canada's FXL Position: Q2 2024 in Review

TD Waterhouse Canada sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2024, closing a stake of 13 shares — an estimated $1.73K sold.

TD Waterhouse Canada first reported a position in FXL in Q4 2021 and held it in 8 quarters. The position peaked at $3.46K in Q2 2023. 235 funds tracked by Wall St. Rank hold FXL as of Q2 2024.

TD Waterhouse Canada reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
TD Waterhouse Canada sold 13 First Trust Technology AlphaDEX Fund shares in Q2 2024, an estimated $1.73K.
TD Waterhouse Canada first reported a position in First Trust Technology AlphaDEX Fund in Q4 2021 and held it in 8 quarters.
TD Waterhouse Canada's First Trust Technology AlphaDEX Fund position peaked at $3.46K in Q2 2023.
235 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2024.

Based on TD Waterhouse Canada's 13F filing for Q2 2024, filed 2 Aug 2024.