Cavalier Investments’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Cavalier Investments’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 Q4	–	Sell	-8,021	Closed	-$324K	–	152
2017 Q3	$324K	Buy	8,021 +1,984	+33%	+$77.1K	0.16%	110
2017 Q2	$229K	Hold	6,037	–	–	0.13%	130
2017 Q1	$229K	Buy	+6,037	New	+$227K	0.13%	134

Other funds holding FXZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

PFA

Pinnacle Family Advisors Springfield, Missouri $238M AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SAM

Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return

Cavalier Investments's FXZ Position: Q4 2017 in Review

Cavalier Investments sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q4 2017, closing a stake of 8,021 shares — an estimated $324K sold.

Cavalier Investments first reported a position in FXZ in Q1 2017 and held it in 3 quarters. The position peaked at $324K in Q3 2017. 83 funds tracked by Wall St. Rank hold FXZ as of Q4 2017.

Cavalier Investments reported no remaining First Trust Materials AlphaDEX Fund position as of Q4 2017 after selling out during the quarter.
Cavalier Investments sold 8,021 First Trust Materials AlphaDEX Fund shares in Q4 2017, an estimated $324K.
Cavalier Investments first reported a position in First Trust Materials AlphaDEX Fund in Q1 2017 and held it in 3 quarters.
Cavalier Investments's First Trust Materials AlphaDEX Fund position peaked at $324K in Q3 2017.
83 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q4 2017.

Based on Cavalier Investments's 13F filing for Q4 2017, filed 13 Feb 2018.