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Walkner Condon Financial Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Walkner Condon Financial 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
2020
Q2 		– Sell
-7,870
Closed -$467K – 65
2020
Q1 		$467K Buy
7,870
+222
+3% +$15.4K 0.5% 30
2019
Q4 		$555K Buy
+7,648
New +$525K 0.54% 34

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Walkner Condon Financial Advisors's FXL Position: Q2 2020 in Review

Walkner Condon Financial Advisors sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2020, closing a stake of 7,870 shares — an estimated $467K sold.

Walkner Condon Financial Advisors first reported a position in FXL in Q4 2019 and held it in 2 quarters. The position peaked at $555K in Q4 2019. 181 funds tracked by Wall St. Rank hold FXL as of Q2 2020.

  • Walkner Condon Financial Advisors reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 7,870 First Trust Technology AlphaDEX Fund shares in Q2 2020, an estimated $467K.
  • Walkner Condon Financial Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q4 2019 and held it in 2 quarters.
  • Walkner Condon Financial Advisors's First Trust Technology AlphaDEX Fund position peaked at $555K in Q4 2019.
  • 181 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2020.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2020, filed 26 Aug 2020.