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

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 Q2	–	Sell	-3,365	Closed	-$391K	–	61
2022 Q1	$391K	Hold	3,365	–	–	0.14%	46
2021 Q4	$444K	Sell	3,365 -288	-8%	-$37.7K	0.15%	44
2021 Q3	$445K	Hold	3,653	–	–	0.17%	44
2021 Q2	$457K	Hold	3,653	–	–	0.17%	42
2021 Q1	$430K	Hold	3,653	–	–	0.17%	44
2020 Q4	$408K	Sell	3,653 -87	-2%	-$8.8K	0.18%	52
2020 Q3	$358K	Sell	3,740 -3,150	-46%	-$277K	0.17%	52
2020 Q2	$589K	Hold	6,890	–	–	0.31%	36
2020 Q1	$450K	Buy	+6,890	New	+$479K	0.3%	38

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Wealth Advisors's FXL Position: Q2 2022 in Review

Wealth Advisors sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2022, closing a stake of 3,365 shares — an estimated $391K sold.

Wealth Advisors first reported a position in FXL in Q1 2020 and held it in 9 quarters. The position peaked at $589K in Q2 2020. 188 funds tracked by Wall St. Rank hold FXL as of Q2 2022.

Wealth Advisors reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Wealth Advisors sold 3,365 First Trust Technology AlphaDEX Fund shares in Q2 2022, an estimated $391K.
Wealth Advisors first reported a position in First Trust Technology AlphaDEX Fund in Q1 2020 and held it in 9 quarters.
Wealth Advisors's First Trust Technology AlphaDEX Fund position peaked at $589K in Q2 2020.
188 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2022.

Based on Wealth Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.