Wealthcare Advisory Partners’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-1,168	Closed	-$133K	–	1038
2021 Q1	$133K	Buy	+1,168	New	+$135K	0.01%	580
2020 Q4	–	Sell	-4,633	Closed	-$421K	–	444
2020 Q3	$421K	Sell	4,633 -318	-6%	-$28K	0.05%	223
2020 Q2	$413K	Hold	4,951	–	–	0.05%	201
2020 Q1	$294K	Buy	4,951 +4,533	+1,084%	+$315K	0.04%	222
2019 Q4	$30K	Hold	418	–	–	﹤0.01%	656
2019 Q3	$27K	Buy	418 +218	+109%	+$14.7K	﹤0.01%	675
2019 Q2	$13K	Buy	+200	New	+$13.1K	﹤0.01%	843
2018 Q3	–	Sell	-96	Closed	-$5K	–	1255
2018 Q2	$5K	Buy	96 +59	+159%	+$3.33K	﹤0.01%	978
2018 Q1	$2K	Buy	+37	New	+$2.05K	﹤0.01%	957

Other funds holding FXL

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return