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BDO Wealth Advisors’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

BDO Wealth Advisors’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
2017
Q3 		– Sell
-47
Closed -$2K – 480
2017
Q2 		$2K Buy
+47
New +$1.78K ﹤0.01% 499

Other funds holding FXZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

BDO Wealth Advisors's FXZ Position: Q3 2017 in Review

BDO Wealth Advisors sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q3 2017, closing a stake of 47 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in FXZ in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 68 funds tracked by Wall St. Rank hold FXZ as of Q3 2017.

  • BDO Wealth Advisors reported no remaining First Trust Materials AlphaDEX Fund position as of Q3 2017 after selling out during the quarter.
  • BDO Wealth Advisors sold 47 First Trust Materials AlphaDEX Fund shares in Q3 2017, an estimated $2K.
  • BDO Wealth Advisors first reported a position in First Trust Materials AlphaDEX Fund in Q2 2017 and held it in 1 quarter.
  • BDO Wealth Advisors's First Trust Materials AlphaDEX Fund position peaked at $2K in Q2 2017.
  • 68 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q3 2017.

Based on BDO Wealth Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.