W
FXL icon

Wealthfront’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Wealthfront’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
2015
Q3 		– Sell
-577
Closed -$20K – 1314
2015
Q2 		$20K Buy
+577
New +$21.1K ﹤0.01% 636

Other funds holding FXL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthfront's FXL Position: Q3 2015 in Review

Wealthfront sold out of First Trust Technology AlphaDEX Fund (FXL) in Q3 2015, closing a stake of 577 shares — an estimated $20K sold.

Wealthfront first reported a position in FXL in Q2 2015 and held it in 1 quarter. The position peaked at $20K in Q2 2015. 83 funds tracked by Wall St. Rank hold FXL as of Q3 2015.

  • Wealthfront reported no remaining First Trust Technology AlphaDEX Fund position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 577 First Trust Technology AlphaDEX Fund shares in Q3 2015, an estimated $20K.
  • Wealthfront first reported a position in First Trust Technology AlphaDEX Fund in Q2 2015 and held it in 1 quarter.
  • Wealthfront's First Trust Technology AlphaDEX Fund position peaked at $20K in Q2 2015.
  • 83 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.