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

WealthPLAN 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
2023
Q3 		– Sell
-46
Closed -$5.29K – 605
2023
Q2 		$5.29K Hold
46
– – ﹤0.01% 896
2023
Q1 		$4.84K Buy
+46
New +$4.64K ﹤0.01% 1009
2015
Q2 		– Sell
-480
Closed -$17K – 464
2015
Q1 		$17K Buy
+480
New +$16.9K 0.01% 332

Other funds holding FXL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
GCA
Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

WealthPLAN Partners's FXL Position: Q3 2023 in Review

WealthPLAN Partners sold out of First Trust Technology AlphaDEX Fund (FXL) in Q3 2023, closing a stake of 46 shares — an estimated $5.29K sold.

WealthPLAN Partners first reported a position in FXL in Q1 2015 and held it in 3 quarters. The position peaked at $17K in Q1 2015. 207 funds tracked by Wall St. Rank hold FXL as of Q3 2023.

  • WealthPLAN Partners reported no remaining First Trust Technology AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 46 First Trust Technology AlphaDEX Fund shares in Q3 2023, an estimated $5.29K.
  • WealthPLAN Partners first reported a position in First Trust Technology AlphaDEX Fund in Q1 2015 and held it in 3 quarters.
  • WealthPLAN Partners's First Trust Technology AlphaDEX Fund position peaked at $17K in Q1 2015.
  • 207 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.