AE Wealth Management’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Buy |
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|
2025
Q1 | $120K | Sell |
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|
2024
Q4 | $189K | Sell |
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|
2024
Q3 | $364K | Sell |
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|
2024
Q2 | $414K | Sell |
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|
2024
Q1 | $523K | Sell |
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|
2023
Q4 | $926K | Buy |
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|
2023
Q3 | $841K | Buy |
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|
2023
Q2 | $639K | Sell |
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|
2023
Q1 | $13.8M | Buy |
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|
2022
Q4 | $610K | Buy |
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|
2022
Q3 | $513K | Buy |
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|
2022
Q2 | $474K | Sell |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $923K | Sell |
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|
2021
Q3 | $862K | Buy |
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|
2021
Q2 | $690K | Buy |
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|
2021
Q1 | $465K | Buy |
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|
2020
Q4 | $279K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $511K | Buy |
|