Crosspoint Capital Strategies’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History

Crosspoint Capital Strategies’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
2016 Q1	–	Sell	-20,955	Closed	-$661K	–	376
2015 Q4	$661K	Buy	+20,955	New	+$607K	0.17%	130

Other funds holding FXZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RPG

Risk Paradigm Group Austin, Texas $117M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Crosspoint Capital Strategies's FXZ Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of First Trust Materials AlphaDEX Fund (FXZ) in Q1 2016, closing a stake of 20,955 shares — an estimated $661K sold.

Crosspoint Capital Strategies first reported a position in FXZ in Q4 2015 and held it in 1 quarter. The position peaked at $661K in Q4 2015. 40 funds tracked by Wall St. Rank hold FXZ as of Q1 2016.

Crosspoint Capital Strategies reported no remaining First Trust Materials AlphaDEX Fund position as of Q1 2016 after selling out during the quarter.
Crosspoint Capital Strategies sold 20,955 First Trust Materials AlphaDEX Fund shares in Q1 2016, an estimated $661K.
Crosspoint Capital Strategies first reported a position in First Trust Materials AlphaDEX Fund in Q4 2015 and held it in 1 quarter.
Crosspoint Capital Strategies's First Trust Materials AlphaDEX Fund position peaked at $661K in Q4 2015.
40 funds tracked by Wall St. Rank held First Trust Materials AlphaDEX Fund as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.