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American Institute for Advanced Investment Management’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

American Institute for Advanced Investment Management’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 		$663K Buy
+8,350
New +$673K 0.38% 78

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VCM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

American Institute for Advanced Investment Management's FXZ Position: Q2 2026 in Review

American Institute for Advanced Investment Management opened a new position in First Trust Materials AlphaDEX Fund (FXZ) in Q2 2026: 8,350 shares worth $663K. The stake represents 0.38% of the portfolio and ranks #78 among its holdings.

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

  • American Institute for Advanced Investment Management held 8,350 shares of First Trust Materials AlphaDEX Fund worth $663K as of Q2 2026.
  • First Trust Materials AlphaDEX Fund was a new American Institute for Advanced Investment Management position in Q2 2026.
  • First Trust Materials AlphaDEX Fund made up 0.38% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #78 holding.
  • 74 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.