Action Point Financial Planning’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Action Point Financial Planning’s Portfolio FXZ Stock Details FXZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.8K	Buy	+577	New	+$46.5K	﹤0.01%	850

Other funds holding FXZ

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $749M AUM 40.13% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Action Point Financial Planning's FXZ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Materials AlphaDEX Fund (FXZ) in Q2 2026: 577 shares worth $45.8K. The stake represents ﹤0.01% of the portfolio and ranks #850 among its holdings.

121 funds tracked by Wall St. Rank hold FXZ as of Q2 2026.

Action Point Financial Planning held 577 shares of First Trust Materials AlphaDEX Fund worth $45.8K as of Q2 2026.
First Trust Materials AlphaDEX Fund was a new Action Point Financial Planning position in Q2 2026.
First Trust Materials AlphaDEX Fund made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #850 holding.
121 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.