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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

LPL Financial San Diego, California $445B AUM 25.58% 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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Wealthcare Advisory Partners's FXL Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of First Trust Technology AlphaDEX Fund (FXL) in Q2 2021, closing a stake of 1,168 shares — an estimated $133K sold.

Wealthcare Advisory Partners first reported a position in FXL in Q1 2018 and held it in 9 quarters. The position peaked at $421K in Q3 2020. 203 funds tracked by Wall St. Rank hold FXL as of Q2 2021.

Wealthcare Advisory Partners reported no remaining First Trust Technology AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,168 First Trust Technology AlphaDEX Fund shares in Q2 2021, an estimated $133K.
Wealthcare Advisory Partners first reported a position in First Trust Technology AlphaDEX Fund in Q1 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's First Trust Technology AlphaDEX Fund position peaked at $421K in Q3 2020.
203 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.