AIM
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Anchor Investment Management’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Anchor 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
2023
Q2 		– Sell
-445
Closed -$29.1K – 983
2023
Q1 		$29.1K Buy
+445
New +$29.8K ﹤0.01% 612
2022
Q1 		– Sell
-273
Closed -$17K – 1022
2021
Q4 		$17K Buy
+273
New +$16.4K ﹤0.01% 718

Other funds holding FXZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Anchor Investment Management's FXZ Position: Q2 2023 in Review

Anchor Investment Management sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q2 2023, closing a stake of 445 shares — an estimated $29.1K sold.

Anchor Investment Management first reported a position in FXZ in Q4 2021 and held it in 2 quarters. The position peaked at $29.1K in Q1 2023. 150 funds tracked by Wall St. Rank hold FXZ as of Q2 2023.

  • Anchor Investment Management reported no remaining First Trust Materials AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
  • Anchor Investment Management sold 445 First Trust Materials AlphaDEX Fund shares in Q2 2023, an estimated $29.1K.
  • Anchor Investment Management first reported a position in First Trust Materials AlphaDEX Fund in Q4 2021 and held it in 2 quarters.
  • Anchor Investment Management's First Trust Materials AlphaDEX Fund position peaked at $29.1K in Q1 2023.
  • 150 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q2 2023.

Based on Anchor Investment Management's 13F filing for Q2 2023, filed 2 Jan 2024.