CA
FXZ icon

Calton & Associates’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-166
Closed -$7K – 689
2017
Q4 		$7K Buy
+166
New +$6.95K ﹤0.01% 1164

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
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Calton & Associates's FXZ Position: Q1 2018 in Review

Calton & Associates sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q1 2018, closing a stake of 166 shares — an estimated $7K sold.

Calton & Associates first reported a position in FXZ in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 93 funds tracked by Wall St. Rank hold FXZ as of Q1 2018.

  • Calton & Associates reported no remaining First Trust Materials AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 166 First Trust Materials AlphaDEX Fund shares in Q1 2018, an estimated $7K.
  • Calton & Associates first reported a position in First Trust Materials AlphaDEX Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's First Trust Materials AlphaDEX Fund position peaked at $7K in Q4 2017.
  • 93 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.