TIAA Trust, National Association
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TIAA Trust, National Association’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

TIAA Trust, National Association’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
-1,536
Closed -$209K – 651
2024
Q2 		$209K Buy
+1,536
New +$203K ﹤0.01% 603

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RW
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UBS Group
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RJFSA
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
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Osaic Holdings
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TIAA Trust, National Association's FXL Position: Q3 2024 in Review

TIAA Trust, National Association sold out of First Trust Technology AlphaDEX Fund (FXL) in Q3 2024, closing a stake of 1,536 shares — an estimated $209K sold.

TIAA Trust, National Association first reported a position in FXL in Q2 2024 and held it in 1 quarter. The position peaked at $209K in Q2 2024. 235 funds tracked by Wall St. Rank hold FXL as of Q3 2024.

  • TIAA Trust, National Association reported no remaining First Trust Technology AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
  • TIAA Trust, National Association sold 1,536 First Trust Technology AlphaDEX Fund shares in Q3 2024, an estimated $209K.
  • TIAA Trust, National Association first reported a position in First Trust Technology AlphaDEX Fund in Q2 2024 and held it in 1 quarter.
  • TIAA Trust, National Association's First Trust Technology AlphaDEX Fund position peaked at $209K in Q2 2024.
  • 235 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2024.

Based on TIAA Trust, National Association's 13F filing for Q3 2024, filed 13 Nov 2024.