BMM
FXZ icon

Buffington Mohr McNeal’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Buffington Mohr McNeal’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
2019
Q2 		– Sell
-332
Closed -$13K – 195
2019
Q1 		$13K Buy
+332
New +$12.4K ﹤0.01% 253

Other funds holding FXZ

FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Buffington Mohr McNeal's FXZ Position: Q2 2019 in Review

Buffington Mohr McNeal sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q2 2019, closing a stake of 332 shares — an estimated $13K sold.

Buffington Mohr McNeal first reported a position in FXZ in Q1 2019 and held it in 1 quarter. The position peaked at $13K in Q1 2019. 59 funds tracked by Wall St. Rank hold FXZ as of Q2 2019.

  • Buffington Mohr McNeal reported no remaining First Trust Materials AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
  • Buffington Mohr McNeal sold 332 First Trust Materials AlphaDEX Fund shares in Q2 2019, an estimated $13K.
  • Buffington Mohr McNeal first reported a position in First Trust Materials AlphaDEX Fund in Q1 2019 and held it in 1 quarter.
  • Buffington Mohr McNeal's First Trust Materials AlphaDEX Fund position peaked at $13K in Q1 2019.
  • 59 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q2 2019.

Based on Buffington Mohr McNeal's 13F filing for Q2 2019, filed 31 Jul 2019.