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

WealthSource 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
2019
Q3 		– Sell
-63,783
Closed -$4.24M – 439
2019
Q2 		$4.24M Buy
+63,783
New +$4.17M 0.67% 38
2018
Q3 		– Sell
-77,287
Closed -$4.35M – 329
2018
Q2 		$4.35M Buy
+77,287
New +$4.37M 1.21% 21
2018
Q1 		– Sell
-4,746
Closed -$244K – 295
2017
Q4 		$244K Sell
4,746
-2,802
-37% -$143K 0.08% 240
2017
Q3 		$362K Sell
7,548
-279
-4% -$12.8K 0.12% 185
2017
Q2 		$341K Sell
7,827
-124
-2% -$5.4K 0.12% 183
2017
Q1 		$334K Buy
+7,951
New +$322K 0.12% 183

Other funds holding FXL

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $124M AUM 42.95% 1-Year Est. Return