Baystate Wealth Management’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Baystate 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
2023 Q4	$24.2K	Buy	+351	New	+$22.2K	﹤0.01%	517

Other funds holding FXZ

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJFSA

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Baystate Wealth Management's FXZ Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in First Trust Materials AlphaDEX Fund (FXZ) in Q4 2023: 351 shares worth $24.2K. The stake represents ﹤0.01% of the portfolio and ranks #517 among its holdings.

143 funds tracked by Wall St. Rank hold FXZ as of Q4 2023.

Baystate Wealth Management held 351 shares of First Trust Materials AlphaDEX Fund worth $24.2K as of Q4 2023.
First Trust Materials AlphaDEX Fund was a new Baystate Wealth Management position in Q4 2023.
First Trust Materials AlphaDEX Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #517 holding.
143 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.