B. Riley Wealth Management’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

B. Riley Wealth 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
2022 Q2	$209	Buy	3,700 +700	+23%	+$47.5K	﹤0.01%	643
2022 Q1	$215K	Buy	+3,000	New	+$193K	0.02%	543
2015 Q2	–	Sell	-304	Closed	-$9K	–	1036
2015 Q1	$9K	Sell	304 -2,978	-91%	-$93.4K	0.01%	769
2014 Q4	$103K	Sell	3,282 -41,606	-93%	-$1.31M	0.08%	263
2014 Q3	$1.44M	Sell	44,888 -13,753	-23%	-$461K	1.07%	11
2014 Q2	$2M	Sell	58,641 -8,788	-13%	-$293K	1.3%	8
2014 Q1	$2.25M	Buy	+67,429	New	+$2.18M	1.66%	5

Other funds holding FXZ

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

B. Riley Wealth Management's FXZ Position: Q2 2022 in Review

B. Riley Wealth Management increased its First Trust Materials AlphaDEX Fund (FXZ) stake by 23% in Q2 2022, buying an estimated $47.5K and bringing the position to 3,700 shares worth $209. The position accounts for ﹤0.01% of the portfolio, ranked #643.

B. Riley Wealth Management first reported a position in FXZ in Q1 2014 and has held it in 7 quarters since. The position peaked at $2.25M in Q1 2014. 180 funds tracked by Wall St. Rank hold FXZ as of Q2 2022.

B. Riley Wealth Management held 3,700 shares of First Trust Materials AlphaDEX Fund worth $209 as of Q2 2022.
B. Riley Wealth Management bought 700 First Trust Materials AlphaDEX Fund shares in Q2 2022, an estimated $47.5K.
First Trust Materials AlphaDEX Fund made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #643 holding.
B. Riley Wealth Management first reported a position in First Trust Materials AlphaDEX Fund in Q1 2014 and has held it in 7 quarters since.
B. Riley Wealth Management's First Trust Materials AlphaDEX Fund position peaked at $2.25M in Q1 2014.
180 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.