Question 1

How many shares of FXL does AXXCESS WEALTH MANAGEMENT, LLC own?

Accepted Answer

AXXCESS WEALTH MANAGEMENT, LLC previously held 0 shares of FXL (FIRST TRUST TECHNOLOGY ALPHA) before exiting the position in 2023-Q2.

Question 2

What is AXXCESS WEALTH MANAGEMENT, LLC's FXL position worth?

Accepted Answer

AXXCESS WEALTH MANAGEMENT, LLC's FXL position was last reported at $0 in 2023-Q2 before the exit.

Question 3

Is AXXCESS WEALTH MANAGEMENT, LLC buying or selling FXL?

Accepted Answer

In 2023-Q2, AXXCESS WEALTH MANAGEMENT, LLC exited their FXL position entirely (-100.0% change in shares).

Question 4

When did AXXCESS WEALTH MANAGEMENT, LLC first buy FXL?

Accepted Answer

Based on available 13F filings, AXXCESS WEALTH MANAGEMENT, LLC first reported a position in FXL in 2021-Q4. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2023-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$112.98	0
2023-Q1	Increased	2,278	+0.8%	$239,623	0.0%	$102.99	23
2022-Q4	New	2,261	-	$206,995	0.0%	$91.04	32
2022-Q3	Exited	0	-100.0%	$0	0.0%	$87.15	0
2022-Q2	Increased	3,063	+52.7%	$288,000	0.0%	$94.38	33
2022-Q1	Decreased	2,006	-52.8%	$233,000	0.0%	$117.01	0
2021-Q4	New	4,247	-	$561,000	0.0%	$131.63	34

FXL7 quarters

FXL
7 quarters