WEC
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Winslow Evans & Crocker’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Winslow Evans & Crocker’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
Q1 		– Sell
-4,284
Closed -$148K – 1291
2014
Q4 		$148K Buy
4,284
+110
+3% +$3.62K 0.04% 337
2014
Q3 		$135K Sell
4,174
-3
-0.1% -$98 0.04% 375
2014
Q2 		$136K Sell
4,177
-2,500
-37% -$77.2K 0.04% 317
2014
Q1 		$208K Buy
6,677
+2,259
+51% +$69.4K 0.07% 258
2013
Q4 		$132K Buy
+4,418
New +$124K 0.05% 328

Other funds holding FXL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return