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

Copperwynd Financial’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
Q2 		– Sell
-59,488
Closed -$2.51M – 95
2018
Q1 		$2.51M Buy
+59,488
New +$2.62M 1.72% 15

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
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Copperwynd Financial's FXZ Position: Q2 2018 in Review

Copperwynd Financial sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q2 2018, closing a stake of 59,488 shares — an estimated $2.51M sold.

Copperwynd Financial first reported a position in FXZ in Q1 2018 and held it in 1 quarter. The position peaked at $2.51M in Q1 2018. 79 funds tracked by Wall St. Rank hold FXZ as of Q2 2018.

  • Copperwynd Financial reported no remaining First Trust Materials AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
  • Copperwynd Financial sold 59,488 First Trust Materials AlphaDEX Fund shares in Q2 2018, an estimated $2.51M.
  • Copperwynd Financial first reported a position in First Trust Materials AlphaDEX Fund in Q1 2018 and held it in 1 quarter.
  • Copperwynd Financial's First Trust Materials AlphaDEX Fund position peaked at $2.51M in Q1 2018.
  • 79 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q2 2018.

Based on Copperwynd Financial's 13F filing for Q2 2018, filed 1 Aug 2018.