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Zions Bancorporation’s First Trust Technology AlphaDEX Fund FXL Stock Holding History

Zions Bancorporation’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
Q4 		$134K Hold
900
– – 0.01% 349
2024
Q3 		$125K Hold
900
– – 0.01% 361
2024
Q2 		$123K Buy
+900
New +$119K 0.01% 365

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Zions Bancorporation's FXL Position: Q4 2024 in Review

Zions Bancorporation held its First Trust Technology AlphaDEX Fund (FXL) position steady in Q4 2024 at 900 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #349.

Zions Bancorporation first reported a position in FXL in Q2 2024 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold FXL as of Q4 2024.

  • Zions Bancorporation held 900 shares of First Trust Technology AlphaDEX Fund worth $134K as of Q4 2024.
  • Zions Bancorporation left its First Trust Technology AlphaDEX Fund share count unchanged in Q4 2024.
  • First Trust Technology AlphaDEX Fund made up 0.01% of Zions Bancorporation's portfolio in Q4 2024, its #349 holding.
  • Zions Bancorporation first reported a position in First Trust Technology AlphaDEX Fund in Q2 2024 and has held it in 3 quarters since.
  • 260 funds tracked by Wall St. Rank held First Trust Technology AlphaDEX Fund as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.