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U.S. Capital Wealth Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

U.S. Capital Wealth Advisors’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
2023
Q1 		– Sell
-310
Closed -$28.4K – 976
2022
Q4 		$28.4K Buy
+310
New +$28.6K ﹤0.01% 1023

Other funds holding FXL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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
Bank of America
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

U.S. Capital Wealth Advisors's FXL Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2023, closing a stake of 310 shares — an estimated $28.4K sold.

U.S. Capital Wealth Advisors first reported a position in FXL in Q4 2022 and held it in 1 quarter. The position peaked at $28.4K in Q4 2022. 199 funds tracked by Wall St. Rank hold FXL as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 310 First Trust Technology AlphaDEX Fund shares in Q1 2023, an estimated $28.4K.
  • U.S. Capital Wealth Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's First Trust Technology AlphaDEX Fund position peaked at $28.4K in Q4 2022.
  • 199 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.