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

Bessemer 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
2026
Q3 		$6K Hold
80
– – ﹤0.01% 2254
2026
Q2 		$6K Hold
80
– – ﹤0.01% 2243
2026
Q1 		$6K Buy
+80
New +$5.96K ﹤0.01% 2205
2022
Q3 		– Sell
-3,900
Closed -$220K – 2074
2022
Q2 		$220K Buy
+3,900
New +$265K ﹤0.01% 860

Other funds holding FXZ

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bessemer Group's FXZ Position: Q3 2026 in Review

Bessemer Group held its First Trust Materials AlphaDEX Fund (FXZ) position steady in Q3 2026 at 80 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #2254.

Bessemer Group first reported a position in FXZ in Q2 2022 and has held it in 4 quarters since. The position peaked at $220K in Q2 2022. 102 funds tracked by Wall St. Rank hold FXZ as of Q3 2026.

  • Bessemer Group held 80 shares of First Trust Materials AlphaDEX Fund worth $6K as of Q3 2026.
  • Bessemer Group left its First Trust Materials AlphaDEX Fund share count unchanged in Q3 2026.
  • First Trust Materials AlphaDEX Fund made up ﹤0.01% of Bessemer Group's portfolio in Q3 2026, its #2254 holding.
  • Bessemer Group first reported a position in First Trust Materials AlphaDEX Fund in Q2 2022 and has held it in 4 quarters since.
  • Bessemer Group's First Trust Materials AlphaDEX Fund position peaked at $220K in Q2 2022.
  • 102 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q3 2026.

Based on Bessemer Group's 13F filing for Q3 2026, filed 9 Nov 2026.