AB
FXZ icon

Atlas Brown’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Atlas Brown’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 		$376K Sell
4,734
-85
-2% -$6.85K 0.1% 175
2026
Q1 		$367K Buy
4,819
+1,021
+27% +$76K 0.11% 166
2025
Q4 		$246K Sell
3,798
-1
-0% -$62 0.07% 199
2025
Q3 		$234K Sell
3,799
-47
-1% -$2.83K 0.07% 203
2025
Q2 		$219K Buy
3,846
+231
+6% +$12.5K 0.07% 204
2025
Q1 		$200K Hold
3,615
– – 0.07% 210
2024
Q4 		$205K Buy
3,615
+1
+0% +$64 0.07% 203
2024
Q3 		$242K Sell
3,614
-2,006
-36% -$130K 0.08% 185
2024
Q2 		$364K Buy
5,620
+1,717
+44% +$117K 0.13% 149
2024
Q1 		$278K Sell
3,903
-259
-6% -$17.4K 0.1% 169
2023
Q4 		$287K Sell
4,162
-27
-0.6% -$1.71K 0.12% 153
2023
Q3 		$264K Sell
4,189
-2
-0% -$130 0.12% 151
2023
Q2 		$269K Sell
4,191
-7
-0.2% -$436 0.12% 151
2023
Q1 		$274K Sell
4,198
-23
-0.5% -$1.54K 0.13% 152
2022
Q4 		$256K Sell
4,221
-241
-5% -$14.4K 0.13% 152
2022
Q3 		$231K Sell
4,462
-216
-5% -$12.7K 0.12% 153
2022
Q2 		$264K Sell
4,678
-90
-2% -$6.11K 0.12% 143
2022
Q1 		$342K Sell
4,768
-141
-3% -$9.08K 0.14% 138
2021
Q4 		$305K Buy
4,909
+331
+7% +$19.9K 0.12% 145
2021
Q3 		$256K Sell
4,578
-40
-0.9% -$2.29K 0.11% 152
2021
Q2 		$265K Buy
4,618
+86
+2% +$5.09K 0.11% 155
2021
Q1 		$250K Buy
4,532
+3
+0.1% +$156 0.12% 153
2020
Q4 		$218K Buy
+4,529
New +$197K 0.11% 152

Other funds holding FXZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
PSB
Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return