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Bellwether Investment Group’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Bellwether Investment Group’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
Q1 		– Sell
-402
Closed -$14K – 844
2016
Q4 		$14K Buy
+402
New +$14K 0.01% 552
2016
Q2 		$13K Buy
+402
New +$12.8K 0.01% 373

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
HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return

Bellwether Investment Group's FXZ Position: Q1 2017 in Review

Bellwether Investment Group sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q1 2017, closing a stake of 402 shares — an estimated $14K sold.

Bellwether Investment Group first reported a position in FXZ in Q2 2016 and held it in 2 quarters. The position peaked at $14K in Q4 2016. 80 funds tracked by Wall St. Rank hold FXZ as of Q1 2017.

  • Bellwether Investment Group reported no remaining First Trust Materials AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 402 First Trust Materials AlphaDEX Fund shares in Q1 2017, an estimated $14K.
  • Bellwether Investment Group first reported a position in First Trust Materials AlphaDEX Fund in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's First Trust Materials AlphaDEX Fund position peaked at $14K in Q4 2016.
  • 80 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.