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Atwood & Palmer’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Atwood & Palmer’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
-3,315
Closed -$217K – 398
2023
Q1 		$217K Buy
+3,315
New +$222K 0.02% 138

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

Atwood & Palmer's FXZ Position: Q2 2023 in Review

Atwood & Palmer sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q2 2023, closing a stake of 3,315 shares — an estimated $217K sold.

Atwood & Palmer first reported a position in FXZ in Q1 2023 and held it in 1 quarter. The position peaked at $217K in Q1 2023. 150 funds tracked by Wall St. Rank hold FXZ as of Q2 2023.

  • Atwood & Palmer reported no remaining First Trust Materials AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
  • Atwood & Palmer sold 3,315 First Trust Materials AlphaDEX Fund shares in Q2 2023, an estimated $217K.
  • Atwood & Palmer first reported a position in First Trust Materials AlphaDEX Fund in Q1 2023 and held it in 1 quarter.
  • Atwood & Palmer's First Trust Materials AlphaDEX Fund position peaked at $217K in Q1 2023.
  • 150 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q2 2023.

Based on Atwood & Palmer's 13F filing for Q2 2023, filed 18 Jul 2023.