Coppell Advisory Solutions Corp’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$518K Buy
8,050
+7,784
+2,926% +$521K 0.17% 124
2022
Q4
$16.1K Buy
+266
New +$15.9K 0.01% 531

Other funds holding FXZ

Coppell Advisory Solutions Corp's FXZ Position: Q1 2023 in Review

Coppell Advisory Solutions Corp increased its First Trust Materials AlphaDEX Fund (FXZ) stake by 2,926% in Q1 2023, buying an estimated $521K and bringing the position to 8,050 shares worth $518K. The position accounts for 0.17% of the portfolio, ranked #124.

Coppell Advisory Solutions Corp first reported a position in FXZ in Q4 2022 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold FXZ as of Q1 2023.

  • Coppell Advisory Solutions Corp held 8,050 shares of First Trust Materials AlphaDEX Fund worth $518K as of Q1 2023.
  • Coppell Advisory Solutions Corp bought 7,784 First Trust Materials AlphaDEX Fund shares in Q1 2023, an estimated $521K.
  • First Trust Materials AlphaDEX Fund made up 0.17% of Coppell Advisory Solutions Corp's portfolio in Q1 2023, its #124 holding.
  • Coppell Advisory Solutions Corp first reported a position in First Trust Materials AlphaDEX Fund in Q4 2022 and has held it in 2 quarters since.
  • 185 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.