Total Clarity Wealth Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Total Clarity Wealth Management’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
2022 Q1	–	Sell	-45	Closed	-$6K	–	464
2021 Q4	$6K	Sell	45 -42	-48%	-$5.5K	﹤0.01%	780
2021 Q3	$11K	Buy	+87	New	+$10.9K	0.01%	651
2021 Q2	–	Sell	-2,259	Closed	-$257K	–	378
2021 Q1	$257K	Buy	2,259 +326	+17%	+$37.6K	0.15%	146
2020 Q4	$216K	Buy	+1,933	New	+$196K	0.15%	142
2020 Q1	–	Sell	-1,518	Closed	-$110K	–	272
2019 Q4	$110K	Buy	+1,518	New	+$104K	0.08%	174

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

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

RJFSA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Total Clarity Wealth Management's FXL Position: Q1 2022 in Review

Total Clarity Wealth Management sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2022, closing a stake of 45 shares — an estimated $6K sold.

Total Clarity Wealth Management first reported a position in FXL in Q4 2019 and held it in 5 quarters. The position peaked at $257K in Q1 2021. 205 funds tracked by Wall St. Rank hold FXL as of Q1 2022.

Total Clarity Wealth Management reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 45 First Trust Technology AlphaDEX Fund shares in Q1 2022, an estimated $6K.
Total Clarity Wealth Management first reported a position in First Trust Technology AlphaDEX Fund in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's First Trust Technology AlphaDEX Fund position peaked at $257K in Q1 2021.
205 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2022.

Based on Total Clarity Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.