Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $543K | Sell |
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|
2025
Q2 | $532K | Sell |
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|
2025
Q1 | $532K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $250K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $373K | Buy |
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|
2017
Q2 | $28K | Sell |
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|
2017
Q1 | $463K | Buy |
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|
2016
Q4 | $55K | Sell |
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|
2016
Q3 | $498K | Buy |
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|
2016
Q2 | $7K | Sell |
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|
2016
Q1 | $377K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $1.02M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $14K | Sell |
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|
2014
Q1 | $303K | Buy |
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