WCG Wealth Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

WCG 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
2022 Q4	–	Sell	-3,180	Closed	-$278K	–	198
2022 Q3	$278K	Sell	3,180 -61	-2%	-$6.04K	0.04%	233
2022 Q2	$305K	Buy	+3,241	New	+$334K	0.04%	212

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

RJFSA

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

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

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

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

WCG Wealth Advisors's FXL Position: Q4 2022 in Review

WCG Wealth Advisors sold out of First Trust Technology AlphaDEX Fund (FXL) in Q4 2022, closing a stake of 3,180 shares — an estimated $278K sold.

WCG Wealth Advisors first reported a position in FXL in Q2 2022 and held it in 2 quarters. The position peaked at $305K in Q2 2022. 196 funds tracked by Wall St. Rank hold FXL as of Q4 2022.

WCG Wealth Advisors reported no remaining First Trust Technology AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
WCG Wealth Advisors sold 3,180 First Trust Technology AlphaDEX Fund shares in Q4 2022, an estimated $278K.
WCG Wealth Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q2 2022 and held it in 2 quarters.
WCG Wealth Advisors's First Trust Technology AlphaDEX Fund position peaked at $305K in Q2 2022.
196 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.