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Chessman Wealth Strategies RIA’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Chessman Wealth Strategies RIA’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
Q4 		– Sell
-2
Closed – – 76
2018
Q3 		$0 Buy
+2
New +$85 ﹤0.01% 197
2018
Q2 		– Sell
-83,181
Closed -$3.51M – 32
2018
Q1 		$3.51M Buy
+83,181
New +$3.66M 4.42% 11

Other funds holding FXZ

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Chessman Wealth Strategies RIA's FXZ Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q4 2018, closing a stake of 2 shares.

Chessman Wealth Strategies RIA first reported a position in FXZ in Q1 2018 and held it in 2 quarters. The position peaked at $3.51M in Q1 2018. 63 funds tracked by Wall St. Rank hold FXZ as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining First Trust Materials AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 2 First Trust Materials AlphaDEX Fund shares in Q4 2018.
  • Chessman Wealth Strategies RIA first reported a position in First Trust Materials AlphaDEX Fund in Q1 2018 and held it in 2 quarters.
  • Chessman Wealth Strategies RIA's First Trust Materials AlphaDEX Fund position peaked at $3.51M in Q1 2018.
  • 63 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.