ZIM
FXL icon

Zacks Investment Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Zacks Investment Management’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
2024
Q1 		– Sell
-1,977
Closed -$253K – 671
2023
Q4 		$253K Buy
+1,977
New +$230K ﹤0.01% 553
2023
Q3 		– Sell
-1,852
Closed -$213K – 651
2023
Q2 		$213K Buy
+1,852
New +$194K ﹤0.01% 589

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Zacks Investment Management's FXL Position: Q1 2024 in Review

Zacks Investment Management sold out of First Trust Technology AlphaDEX Fund (FXL) in Q1 2024, closing a stake of 1,977 shares — an estimated $253K sold.

Zacks Investment Management first reported a position in FXL in Q2 2023 and held it in 2 quarters. The position peaked at $253K in Q4 2023. 229 funds tracked by Wall St. Rank hold FXL as of Q1 2024.

  • Zacks Investment Management reported no remaining First Trust Technology AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
  • Zacks Investment Management sold 1,977 First Trust Technology AlphaDEX Fund shares in Q1 2024, an estimated $253K.
  • Zacks Investment Management first reported a position in First Trust Technology AlphaDEX Fund in Q2 2023 and held it in 2 quarters.
  • Zacks Investment Management's First Trust Technology AlphaDEX Fund position peaked at $253K in Q4 2023.
  • 229 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q1 2024.

Based on Zacks Investment Management's 13F filing for Q1 2024, filed 15 May 2024.