Camarda Financial Advisors’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Camarda Financial 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
2019 Q3	–	Sell	-261	Closed	-$10K	–	212
2019 Q2	$10K	Buy	261 +138	+112%	+$5.21K	0.02%	151
2019 Q1	$5K	Buy	+123	New	+$4.58K	0.01%	227

Other funds holding FXZ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Camarda Financial Advisors's FXZ Position: Q3 2019 in Review

Camarda Financial Advisors sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q3 2019, closing a stake of 261 shares — an estimated $10K sold.

Camarda Financial Advisors first reported a position in FXZ in Q1 2019 and held it in 2 quarters. The position peaked at $10K in Q2 2019. 61 funds tracked by Wall St. Rank hold FXZ as of Q3 2019.

Camarda Financial Advisors reported no remaining First Trust Materials AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
Camarda Financial Advisors sold 261 First Trust Materials AlphaDEX Fund shares in Q3 2019, an estimated $10K.
Camarda Financial Advisors first reported a position in First Trust Materials AlphaDEX Fund in Q1 2019 and held it in 2 quarters.
Camarda Financial Advisors's First Trust Materials AlphaDEX Fund position peaked at $10K in Q2 2019.
61 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.