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Wagner Wealth Management (South Carolina)’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Wagner Wealth Management (South Carolina)’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
2021
Q1 		– Sell
-194
Closed -$22K – 649
2020
Q4 		$22K Buy
+194
New +$19.6K 0.02% 161

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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Wagner Wealth Management (South Carolina)'s FXL Position: Q1 2021 in Review

Wagner Wealth Management (South Carolina) sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2021, closing a stake of 194 shares — an estimated $22K sold.

Wagner Wealth Management (South Carolina) first reported a position in FXL in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 215 funds tracked by Wall St. Rank hold FXL as of Q1 2021.

  • Wagner Wealth Management (South Carolina) reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 194 First Trust Technology AlphaDEX Fund shares in Q1 2021, an estimated $22K.
  • Wagner Wealth Management (South Carolina) first reported a position in First Trust Technology AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s First Trust Technology AlphaDEX Fund position peaked at $22K in Q4 2020.
  • 215 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2021, filed 17 May 2021.